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SmartFinancial

139 hedge funds and large institutions have $303M invested in SmartFinancial in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
42
Reduced
50
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Connor, Clark & Lunn Investment Management (CC&L)
26
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.72M +$857K +27,586 +46%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$2.35M -$70.6K -2,271 -3%
NL
28
Nuveen LLC
North Carolina
$2.2M +$2.2M +70,650 New
Millennium Management
29
Millennium Management
New York
$2.16M +$284K +9,150 +15%
BFM
30
Boothbay Fund Management
New York
$2.13M -$615K -19,785 -22%
EF
31
Empowered Funds
Pennsylvania
$2.04M -$154K -4,968 -7%
MAM
32
Martingale Asset Management
Massachusetts
$1.79M +$131K +4,200 +8%
Stifel Financial
33
Stifel Financial
Missouri
$1.72M
AQR Capital Management
34
AQR Capital Management
Connecticut
$1.62M +$971K +31,255 +151%
PAM
35
Panagora Asset Management
Massachusetts
$1.58M +$540K +17,379 +52%
Two Sigma Investments
36
Two Sigma Investments
New York
$1.54M +$576K +18,548 +60%
RFC
37
Regions Financial Corp
Alabama
$1.43M
Charles Schwab
38
Charles Schwab
California
$1.38M -$62 -2 -0%
LIA
39
LBMC Investment Advisors
Tennessee
$1.36M -$13.5K -433 -1%
Jane Street
40
Jane Street
New York
$1.32M +$955K +30,715 +263%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$1.3M +$51K +1,641 +4%
Citadel Advisors
42
Citadel Advisors
Florida
$1.22M +$399K +12,846 +48%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$1.17M +$538K +17,300 +85%
PIMG
44
Patriot Investment Management Group
Tennessee
$1.09M
Victory Capital Management
45
Victory Capital Management
Texas
$1.04M -$23.3K -750 -2%
TI
46
Trexquant Investment
Connecticut
$956K +$23K +741 +2%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$934K -$30.6K -983 -3%
SW
48
SlateStone Wealth
Florida
$915K -$124K -4,000 -12%
Creative Planning
49
Creative Planning
Kansas
$893K +$24.8K +798 +3%
CSC
50
Caldwell Sutter Capital
California
$884K