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SmartFinancial
SMBK

151 hedge funds and large institutions have $333M invested in SmartFinancial in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

28% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 46

10% more capital invested

Capital invested by funds: $303M → $333M (+$29.8M)

9% more funds holding

Funds holding: 139 → 151 (+12)

0.62% more ownership

Funds ownership: 57.3% → 57.92% (+0.62%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
151
Holders Change
+12
Holders Change %
+8.63%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
22
Increased
59
Reduced
46
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
CSM Advisors
Pennsylvania
+$5.48M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.99M
3
ZIM
Zacks Investment Management
Illinois
+$1.96M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.9M
5
NRCM
North Reef Capital Management
California
+$1.42M

Top Sellers

Rank Fund Capital Flow
1
CCA
Cravens & Co Advisors
Tennessee
-$4.94M
2
BlackRock
BlackRock
New York
-$3.76M
3
BFC
Banc Funds Company
Illinois
-$2.91M
4
EPCA
Elizabeth Park Capital Advisors
Ohio
-$1.01M
5
Goldman Sachs
Goldman Sachs
New York
-$961K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$2.51M -$490K -15,862 -18%
Goldman Sachs
27
Goldman Sachs
New York
$2.49M -$961K -31,119 -30%
N
28
Nuveen
North Carolina
$2.49M +$94.8K +3,071 +4%
BFM
29
Boothbay Fund Management
New York
$2.48M +$154K +5,000 +7%
EF
30
Empowered Funds
Pennsylvania
$2.4M +$164K +5,324 +8%
Two Sigma Investments
31
Two Sigma Investments
New York
$2.35M +$618K +20,030 +40%
ZIM
32
Zacks Investment Management
Illinois
$2.15M +$1.96M +63,552 New
PAM
33
Panagora Asset Management
Massachusetts
$2.12M +$366K +11,841 +23%
MAM
34
Martingale Asset Management
Massachusetts
$1.99M +$44.5K +1,442 +3%
PFO
35
PMC FIG Opportunities
Israel
$1.92M +$1.04M +33,843 +147%
Stifel Financial
36
Stifel Financial
Missouri
$1.87M – – –
Two Sigma Advisers
37
Two Sigma Advisers
New York
$1.84M +$522K +16,900 +45%
Citadel Advisors
38
Citadel Advisors
Florida
$1.71M +$350K +11,335 +29%
Los Angeles Capital Management
39
Los Angeles Capital Management
California
$1.61M +$829K +26,855 +129%
AQR Capital Management
40
AQR Capital Management
Connecticut
$1.59M -$151K -4,876 -9%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$1.57M +$143K +4,639 +11%
RFC
42
Regions Financial Corp
Alabama
$1.56M +$5.4K +175 +0.4%
NRCM
43
North Reef Capital Management
California
$1.56M +$1.42M +46,104 New
LIA
44
LBMC Investment Advisors
Tennessee
$1.48M – – –
Charles Schwab
45
Charles Schwab
California
$1.45M -$50.4K -1,633 -4%
Millennium Management
46
Millennium Management
New York
$1.35M -$912K -29,541 -43%
PIMG
47
Patriot Investment Management Group
Tennessee
$1.18M – – –
Jane Street
48
Jane Street
New York
$1.09M -$308K -9,983 -24%
Victory Capital Management
49
Victory Capital Management
Texas
$1.05M -$72.5K -2,350 -7%
Barclays
50
Barclays
United Kingdom
$1.03M +$308K +9,967 +49%
1
2
3 4 5

SMBK Hedge Fund Activity: Q2 2025 in Review

151 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in SmartFinancial (SMBK) for Q2 2025, worth a combined $333M — up 9.8% from $303M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SMBK positions and 8 closed out — a net gain of 14 holders — while 59 added to existing stakes and 46 trimmed.

The largest buyer was CSM Advisors, opening a new position worth an estimated $5.48M. The largest seller was Cravens & Co Advisors, cutting an estimated $4.94M.

  • 151 institutional investors held SmartFinancial (SMBK) as of Q2 2025, up from 139 in Q1 2025.
  • Funds reported $333M of SmartFinancial stock for Q2 2025, up 9.8% quarter-over-quarter.
  • 22 funds opened new SmartFinancial positions in Q2 2025 and 8 closed out, a net change of +14 holders.
  • The largest SmartFinancial buyer in Q2 2025 was CSM Advisors, an estimated $5.48M added.
  • The largest SmartFinancial seller in Q2 2025 was Cravens & Co Advisors, an estimated $4.94M sold.

Based on aggregated 13F filings for Q2 2025.