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SM Energy

377 hedge funds and large institutions have $2.94B invested in SM Energy in 2025 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 154 increasing their positions, 123 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
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

Top Buyers

1 +$44.9M
2 +$40.4M
3 +$17.1M
4
Goldman Sachs
Goldman Sachs
New York
+$15.8M
5
Bank of America
Bank of America
North Carolina
+$15.3M

Top Sellers

1 -$28.8M
2 -$24.6M
3 -$12.5M
4
First Trust Advisors
First Trust Advisors
Illinois
-$9.04M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$7.73M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
351
SouthState Corp
Florida
$1.2K
AssetMark Inc
352
AssetMark Inc
California
$1.12K
BGAI
353
Bruce G. Allen Investments
Colorado
$1.05K
AW
354
Avion Wealth
Texas
$1K
PMAM
355
Picton Mahoney Asset Management
Ontario, Canada
$1K
CAL
356
Capital Advisors Ltd
Ohio
$1K
AIC
357
Archer Investment Corporation
Indiana
$999
CT
358
Clearstead Trust
Maine
$924
FNWA
359
Financial Network Wealth Advisors
Utah
$865
CMA
360
Cedar Mountain Advisors
Oregon
$849
VWM
361
Vermillion Wealth Management
Minnesota
$773
MA
362
Montag & Associates
Georgia
$650
WA
363
Westfuller Advisors
New York
$627
RWS
364
Retirement Wealth Solutions
Wisconsin
$525
NSIM
365
North Star Investment Management
Illinois
$499
HFS
366
Hughes Financial Services
Virginia
$442
CFD
367
Creative Financial Designs
Indiana
$375
SS
368
SBI Securities
Japan
$325
TFA
369
Transamerica Financial Advisors
Florida
$225
EWM
370
Evermay Wealth Management
Virginia
$125
AWM
371
Abound Wealth Management
Tennessee
$125
PWAM
372
Private Wealth Asset Management
Iowa
$125
HIA
373
HFM Investment Advisors
New Jersey
$50
JWA
374
JFS Wealth Advisors
Pennsylvania
$50
BHWM
375
Bay Harbor Wealth Management
Maryland
$49