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SmartFinancial
SMBK

Overview Fund Activity

145 hedge funds and large institutions have $331M invested in SmartFinancial in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
59
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
CSM Advisors
Pennsylvania
$6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$19.7M
3
ZIM
3
Zacks Investment Management
Illinois
$2.15M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$7.46M
5
NRCM
5
North Reef Capital Management
California
$1.56M

Top Sellers

1
CCA
1
Cravens & Co Advisors
Tennessee
$9.45M
2
BlackRock
2
BlackRock
New York
$43.8M
3
BFC
3
Banc Funds Company
Illinois
$6.78M
4
EPCA
4
Elizabeth Park Capital Advisors
Ohio
$2.73M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.49M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$43.8M 1,297,940 -121,752 -9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$27.7M 820,799 +34,294 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$27.7M 820,605 +25,738 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$19.7M 582,702 +161,727 +38%
PCMF
5
Private Capital Management (Florida)
Florida
$18.2M 537,446 +19,555 +4%
State Street
6
State Street
Massachusetts
$11.6M 344,541 +3,027 +0.9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$11.4M 337,494 -2,812 -0.8%
CCA
8
Cravens & Co Advisors
Tennessee
$9.45M 279,669 -160,020 -36%
American Century Companies
9
American Century Companies
Missouri
$8.79M 260,188 -16,270 -6%
SM
10
Salzhauer Michael
$7.63M 225,903 -13,236 -6%
Renaissance Technologies
11
Renaissance Technologies
New York
$7.46M 220,774 +61,500 +39%
BFC
12
Banc Funds Company
Illinois
$6.78M 200,587 -94,324 -32%
AllianceBernstein
13
AllianceBernstein
Tennessee
$6.21M 183,911 -7,420 -4%
CA
14
CSM Advisors
Pennsylvania
$6M 177,590 +177,590 New
HIM
15
Hillsdale Investment Management
Ontario, Canada
$5.41M 160,229 +36,200 +29%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$5.36M 158,723 +2,132 +1%
SCA
17
Stieven Capital Advisors
Missouri
$4.99M 147,834 +200 +0.1%
Northern Trust
18
Northern Trust
Illinois
$4.78M 141,425 +13,762 +11%
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$4.37M 129,284 -9,044 -7%
BCM
20
Bridgeway Capital Management
Texas
$4.31M 127,533 +5,324 +4%
Morgan Stanley
21
Morgan Stanley
New York
$4.16M 123,018 -26,353 -18%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.51M 103,836 +16,202 +18%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$2.96M 87,521 -12,120 -12%
EPCA
24
Elizabeth Park Capital Advisors
Ohio
$2.73M 80,866 -32,580 -29%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$2.51M 74,245 -1,229 -2%
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