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SM Energy

381 hedge funds and large institutions have $2.93B invested in SM Energy in 2025 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 156 increasing their positions, 123 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$33.8M
Puts
$24.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
351
Advisornet Financial
Minnesota
$1.45K
QC
352
Quent Capital
New York
$1.38K
KG
353
Kilter Group
New York
$1.32K
AA
354
Addison Advisors
Vermont
$1.25K
SC
355
SouthState Corp
Florida
$1.2K
AssetMark Inc
356
AssetMark Inc
California
$1.12K
BGAI
357
Bruce G. Allen Investments
Colorado
$1.05K
AW
358
Avion Wealth
Texas
$1K
CAL
359
Capital Advisors Ltd
Ohio
$1K
PMAM
360
Picton Mahoney Asset Management
Ontario, Canada
$1K
AIC
361
Archer Investment Corporation
Indiana
$999
CT
362
Clearstead Trust
Maine
$924
FNWA
363
Financial Network Wealth Advisors
Utah
$865
CMA
364
Cedar Mountain Advisors
Oregon
$849
VWM
365
Vermillion Wealth Management
Minnesota
$773
MA
366
Montag & Associates
Georgia
$650
WA
367
Westfuller Advisors
New York
$627
RWS
368
Retirement Wealth Solutions
Wisconsin
$525
NSIM
369
North Star Investment Management
Illinois
$499
HFS
370
Hughes Financial Services
Virginia
$442
CFD
371
Creative Financial Designs
Indiana
$375
SS
372
SBI Securities
Japan
$325
TFA
373
Transamerica Financial Advisors
Florida
$225
AWM
374
Abound Wealth Management
Tennessee
$125
EWM
375
Evermay Wealth Management
Virginia
$125