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SM Energy

365 hedge funds and large institutions have $2.83B invested in SM Energy in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 166 increasing their positions, 126 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-34
Holders Change %
-8.52%
% of All Funds
4.89%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
166
Reduced
126
Closed
66
Calls
$41.7M
Puts
$21.1M
Net Calls
+$20.6M
Net Calls Change
-$4.95M
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
401
Brinker Capital Investments
Pennsylvania
-$248K -8,271 Closed
SPA
402
Sherbrooke Park Advisers
New York
-$247K -8,235 Closed
USAA
403
United Services Automobile Association
Texas
-$222K -7,542 Closed
CI
404
Corient IA
Florida
-$225K -7,500 Closed
ECM
405
Evergreen Capital Management
Washington
-$223K -7,454 Closed
CIBC Asset Management
406
CIBC Asset Management
Ontario, Canada
-$222K -7,425 Closed
GC
407
Guggenheim Capital
Illinois
-$204K -6,808 Closed
OR
408
Olympiad Research
Connecticut
-$204K -6,800 Closed
AIP
409
Arrowpoint Investment Partners
Singapore
-$179K -5,969 Closed
Simplex Trading
410
Simplex Trading
Illinois
-$103K -3,458 Closed
CCM
411
Coldstream Capital Management
Washington
-$24.2K -809 Closed
HCP
412
Hexagon Capital Partners
Arkansas
-$16.3K -545 Closed
GKIM
413
GW&K Investment Management
Massachusetts
-$12K -401 Closed
BTI
414
Blue Trust Inc
Georgia
-$7.01K -234 Closed
W
415
WealthCollab
Washington
-$6.74K -225 Closed
PMFA
416
Plante Moran Financial Advisors
Michigan
-$5.5K -183 Closed
SW
417
SVB Wealth
Massachusetts
-$4.58K -153 Closed
CTWM
418
Cherry Tree Wealth Management
Minnesota
-$4.22K -141 Closed
CIA
419
Cape Investment Advisory
Georgia
-$3.03K -101 Closed
CA
420
Continuum Advisory
Idaho
-$1.71K -57 Closed
QC
421
Quent Capital
New York
-$1.63K -54 Closed
TPCW
422
TD Private Client Wealth
New York
-$1.41K -47 Closed
SC
423
Stephens Consulting
Michigan
-$899 -30 Closed
SIC
424
SJS Investment Consulting
Ohio
-$599 -20 Closed
PWMG
425
Prestige Wealth Management Group
New Jersey
-$510 -17 Closed