SMBK icon

SmartFinancial
SMBK

Overview Fund Activity

147 hedge funds and large institutions have $332M invested in SmartFinancial in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+8
Holders Change %
+5.76%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
59
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
CSM Advisors
Pennsylvania
+$6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$5.46M
3
ZIM
Zacks Investment Management
Illinois
+$2.15M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.08M
5
NRCM
North Reef Capital Management
California
+$1.56M

Top Sellers

1
CCA
Cravens & Co Advisors
Tennessee
-$5.41M
2
BlackRock
BlackRock
New York
-$4.11M
3
BFC
Banc Funds Company
Illinois
-$3.19M
4
EPCA
Elizabeth Park Capital Advisors
Ohio
-$1.1M
5
Goldman Sachs
Goldman Sachs
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$2.51M -$536K -15,862 -18%
Goldman Sachs
27
Goldman Sachs
New York
$2.49M -$1.05M -31,119 -30%
NL
28
Nuveen LLC
North Carolina
$2.49M +$104K +3,071 +4%
BFM
29
Boothbay Fund Management
New York
$2.48M +$169K +5,000 +7%
EF
30
Empowered Funds
Pennsylvania
$2.4M +$180K +5,324 +8%
Two Sigma Investments
31
Two Sigma Investments
New York
$2.35M +$677K +20,030 +40%
ZIM
32
Zacks Investment Management
Illinois
$2.15M +$2.15M +63,552 New
PAM
33
Panagora Asset Management
Massachusetts
$2.12M +$400K +11,841 +23%
MAM
34
Martingale Asset Management
Massachusetts
$1.99M +$48.7K +1,442 +3%
PFO
35
PMC FIG Opportunities
Israel
$1.92M +$1.14M +33,843 +147%
Stifel Financial
36
Stifel Financial
Missouri
$1.87M – – –
Two Sigma Advisers
37
Two Sigma Advisers
New York
$1.84M +$571K +16,900 +45%
Citadel Advisors
38
Citadel Advisors
Florida
$1.71M +$383K +11,335 +29%
Los Angeles Capital Management
39
Los Angeles Capital Management
California
$1.61M +$907K +26,855 +129%
AQR Capital Management
40
AQR Capital Management
Connecticut
$1.59M -$165K -4,876 -9%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$1.57M +$157K +4,639 +11%
RFC
42
Regions Financial Corp
Alabama
$1.56M +$5.91K +175 +0.4%
NRCM
43
North Reef Capital Management
California
$1.56M +$1.56M +46,104 New
LIA
44
LBMC Investment Advisors
Tennessee
$1.48M – – –
Charles Schwab
45
Charles Schwab
California
$1.45M -$55.2K -1,633 -4%
Millennium Management
46
Millennium Management
New York
$1.35M -$998K -29,541 -43%
PIMG
47
Patriot Investment Management Group
Tennessee
$1.18M – – –
Jane Street
48
Jane Street
New York
$1.09M -$337K -9,983 -24%
Victory Capital Management
49
Victory Capital Management
Texas
$1.05M -$79.4K -2,350 -7%
Barclays
50
Barclays
United Kingdom
$1.03M +$337K +9,967 +49%
1
2
3 4 5