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SmartFinancial

173 hedge funds and large institutions have $423M invested in SmartFinancial in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$4.75M
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$4.45M
VPM
28
Vanguard Portfolio Management
Pennsylvania
$4.38M
Russell Investments Group
29
Russell Investments Group
United Kingdom
$4.02M
N
30
Nuveen
North Carolina
$3.79M
VFT
31
Vanguard Fiduciary Trust
Pennsylvania
$3.69M
Connor, Clark & Lunn Investment Management (CC&L)
32
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.66M
JP Morgan Chase
33
JP Morgan Chase
New York
$3.65M
Millennium Management
34
Millennium Management
New York
$3.62M
ZIM
35
Zacks Investment Management
Illinois
$3.32M
EF
36
Empowered Funds
Pennsylvania
$3.16M
Bank of New York Mellon
37
Bank of New York Mellon
New York
$3.15M
PAM
38
Panagora Asset Management
Massachusetts
$2.5M
EPCA
39
Elizabeth Park Capital Advisors
Ohio
$2.5M
MAM
40
Martingale Asset Management
Massachusetts
$2.1M
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$1.97M
AQR Capital Management
42
AQR Capital Management
Connecticut
$1.95M
Stifel Financial
43
Stifel Financial
Missouri
$1.94M
Bank of America
44
Bank of America
North Carolina
$1.85M
Raymond James Financial
45
Raymond James Financial
Florida
$1.85M
First Trust Advisors
46
First Trust Advisors
Illinois
$1.82M
RFC
47
Regions Financial Corp
Alabama
$1.8M
Tudor Investment Corp
48
Tudor Investment Corp
Connecticut
$1.79M
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$1.66M
Los Angeles Capital Management
50
Los Angeles Capital Management
California
$1.64M