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SM Energy

374 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, 152 increasing their positions, 122 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
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
First Eagle Investment Management
51
First Eagle Investment Management
New York
$10.4M
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$9.72M
Baird Financial Group
53
Baird Financial Group
Wisconsin
$9.58M
Verition Fund Management
54
Verition Fund Management
Connecticut
$9.49M
RA
55
Royce & Associates
New York
$8.9M
Grantham, Mayo, Van Otterloo & Co (GMO)
56
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.39M
PHS
57
Pekin Hardy Strauss
Illinois
$7.98M
Legal & General Group
58
Legal & General Group
United Kingdom
$7.85M
Prudential Financial
59
Prudential Financial
New Jersey
$7.38M
Citadel Advisors
60
Citadel Advisors
Florida
$7.19M
Barclays
61
Barclays
United Kingdom
$7.11M
Wells Fargo
62
Wells Fargo
California
$6.98M
Universal-Beteiligungs- und Servicegesellschaft
63
Universal-Beteiligungs- und Servicegesellschaft
Germany
$6.36M
DA
64
Denali Advisors
California
$6.13M
AQR Capital Management
65
AQR Capital Management
Connecticut
$6.08M
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$5.88M
Russell Investments Group
67
Russell Investments Group
United Kingdom
$5.65M
Swiss National Bank
68
Swiss National Bank
Switzerland
$5.54M
Capital Fund Management (CFM)
69
Capital Fund Management (CFM)
France
$5.49M
AG
70
Algert Global
California
$5.37M
CA
71
CSM Advisors
Pennsylvania
$5.23M
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$5.12M
LIP
73
Lighthouse Investment Partners
Florida
$4.62M
HHAM
74
HITE Hedge Asset Management
Massachusetts
$4.18M
Canada Pension Plan Investment Board
75
Canada Pension Plan Investment Board
Ontario, Canada
$4.17M