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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 %
II
201
Inspire Investing
Idaho
$470K +$142K +5,728 +43%
SG Americas Securities
202
SG Americas Securities
New York
$468K +$29.6K +1,197 +7%
Lazard Asset Management
203
Lazard Asset Management
New York
$467K +$30.4K +1,236 +7%
Pictet Asset Management
204
Pictet Asset Management
Switzerland
$465K +$39.3K +1,590 +9%
Stifel Financial
205
Stifel Financial
Missouri
$458K -$23.5K -952 -5%
IA
206
IFP Advisors
Florida
$451K -$60K -2,425 -12%
MM
207
MQS Management
New York
$442K +$155K +6,283 +54%
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$423K -$7.31K -296 -2%
Cetera Investment Advisers
209
Cetera Investment Advisers
Illinois
$411K -$1.38K -56 -0.3%
SCA
210
Sippican Capital Advisors
Massachusetts
$389K +$2.87K +116 +0.7%
AI
211
Atria Investments
North Carolina
$382K +$18.6K +754 +5%
MNBTD
212
Moody National Bank Trust Division
Texas
$371K -$13.2K -534 -3%
P
213
Pitcairn
Pennsylvania
$365K -$91.1K -3,685 -20%
MOACM
214
Mutual of America Capital Management
New York
$363K -$48.4K -1,958 -12%
CWM
215
CIBC World Markets
New York
$348K -$280K -11,321 -45%
FM
216
Foster & Motley
Ohio
$347K -$111K -4,512 -24%
Public Employees Retirement Association of Colorado
217
Public Employees Retirement Association of Colorado
Colorado
$342K
IFU
218
iSAM Funds (UK)
United Kingdom
$336K +$336K +13,587 New
Wolverine Trading
219
Wolverine Trading
Illinois
$330K +$68.3K +2,722 +26%
HighTower Advisors
220
HighTower Advisors
Illinois
$322K +$34.7K +1,404 +12%
MPM
221
Meritage Portfolio Management
Kansas
$322K +$16.4K +662 +5%
William Blair & Company
222
William Blair & Company
Illinois
$315K +$321 +13 +0.1%
ACM
223
Aster Capital Management
United Arab Emirates
$311K -$897K -36,312 -74%
BNP Paribas Financial Markets
224
BNP Paribas Financial Markets
France
$298K -$3.58K -145 -1%
GWM
225
Gibbs Wealth Management
Georgia
$298K +$298K +12,062 New