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SM Energy
SM

Overview Fund Activity

399 hedge funds and large institutions have $3.48B invested in SM Energy in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 153 increasing their positions, 140 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-23
Holders Change %
-5.45%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
69
Increased
153
Reduced
140
Closed
85
Calls
$49.6M
Puts
$24M
Net Calls
+$25.6M
Net Calls Change
-$21.7M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$46M
2
HHAM
HITE Hedge Asset Management
Massachusetts
+$44M
3
Invesco
Invesco
Georgia
+$35.3M
4
WHG
Westwood Holdings Group
Texas
+$32.6M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$25.4M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$160M
2
First Trust Advisors
First Trust Advisors
Illinois
-$31.9M
3
Goldman Sachs
Goldman Sachs
New York
-$25.2M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$24.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
376
Kestra Investment Management
Texas
$1.08K +$1.08K +36 New
PMAM
377
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
AW
378
Avion Wealth
Texas
$1K – – –
VWM
379
Vermillion Wealth Management
Minnesota
$912 – – –
SC
380
Stephens Consulting
Michigan
$899 +$899 +30 New
BGAI
381
Bruce G. Allen Investments
Colorado
$689 +$689 +23 New
PWMG
382
Private Wealth Management Group
New Jersey
$659 – – –
AIC
383
Archer Investment Corporation
Indiana
$599 -$57.8K -1,930 -99%
SIC
384
SJS Investment Consulting
Ohio
$599 -$150 -5 -20%
SC
385
SouthState Corp
Florida
$540 +$540 +18 New
PWMG
386
Prestige Wealth Management Group
New Jersey
$510 – – –
HFS
387
Hughes Financial Services
Virginia
$506 +$506 +17 New
RWM
388
Rialto Wealth Management
New York
$480 +$480 +16 New
CA
389
CoreCap Advisors
Michigan
$449 +$449 +15 New
PWA
390
Provenance Wealth Advisors
Florida
$419 – – –
HWP
391
Highline Wealth Partners
California
$419 +$419 +14 New
GFPC
392
Global Financial Private Client
Florida
$389 +$150 +5 +63%
WCM
393
WealthTrak Capital Management
Virginia
$300 +$150 +5 +100%
AWM
394
Abound Wealth Management
Tennessee
$150 -$90 -3 -38%
PWAM
395
Private Wealth Asset Management
Iowa
$150 +$150 +5 New
MCM
396
MV Capital Management
Maryland
$90 – – –
TWD
397
True Wealth Design
Ohio
$90 +$90 +3 New
BHWM
398
Bay Harbor Wealth Management
Maryland
$59 +$59 +2 New
HIA
399
HFM Investment Advisors
New Jersey
$30 +$30 +1 New
Pacer Advisors
400
Pacer Advisors
Pennsylvania
– -$160M -4,137,670 Closed
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16
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