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SmartFinancial

SMBK

Market cap $832M

160 hedge funds and large institutions have $351M invested in SmartFinancial in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New

Increased

Maintained

Reduced

Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

6% more funds holding

Funds holding: 151 → 160 (+9)

5% more capital invested

Capital invested by funds: $333M → $351M (+$18.2M)

0.77% more ownership

Funds ownership: 57.92% → 58.69% (+0.77%)

13% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 56

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders

160

Holders Change

Holders Change %

+5.96%

% of All Funds

2.1%

Holding in Top 10

Holding in Top 10 Change

-1

Holding in Top 10 Change %

-50%

% of All Funds

0.01%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	Charles Schwab San Francisco, California	+$2.77M
2	Wellington Management Group Boston, Massachusetts	+$2.32M
3	Acadian Asset Management Boston, Massachusetts	+$2.26M
4	First Trust Advisors Wheaton, Illinois	+$1.62M
5	NRCM North Reef Capital Management Laguna Beach, California	+$1.38M

Top Sellers

1	CCA Cravens & Co Advisors Cookeville, Tennessee	-$2.12M
2	HIM Hillsdale Investment Management Toronto, Ontario, Canada	-$2.06M
3	Renaissance Technologies New York	-$1.71M
4	Citadel Advisors Miami, Florida	-$1.71M
5	BlackRock New York	-$1.32M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	NRCM 26 North Reef Capital Management Laguna Beach, California	$3.02M	+$1.38M	+38,466	+83%
27	EPCA 27 Elizabeth Park Capital Advisors Pepper Pike, Ohio	$2.89M	–	–	–
28	EF 28 Empowered Funds Havertown, Pennsylvania	$2.81M	+$271K	+7,580	+11%
29	ZIM 29 Zacks Investment Management Chicago, Illinois	$2.75M	+$481K	+13,438	+21%
30	SWGC 30 Summit Wealth Group (Colorado) Colorado Springs, Colorado	$2.68M	+$998K	+27,899	New
31	31 Bank of New York Mellon New York	$2.65M	-$3.04K	-85	-0.1%
32	32 Two Sigma Investments New York	$2.47M	-$9.12K	-255	-0.4%
33	33 JP Morgan Chase New York	$2.36M	-$296K	-8,273	-11%
34	34 Qube Research & Technologies (QRT) London, United Kingdom	$2.27M	+$1.31M	+36,476	+135%
35	PAM 35 Panagora Asset Management Boston, Massachusetts	$2.27M	+$25.1K	+701	+1%
36	36 Stifel Financial St. Louis, Missouri	$1.98M	–	–	–
37	MAM 37 Martingale Asset Management Boston, Massachusetts	$1.95M	-$157K	-4,392	-7%
38	38 Two Sigma Advisers New York	$1.84M	-$107K	-3,000	-5%
39	39 AQR Capital Management Greenwich, Connecticut	$1.74M	+$56.2K	+1,570	+3%
40	40 Arrowstreet Capital Boston, Massachusetts	$1.66M	–	–	–
41	RFC 41 Regions Financial Corp Birmingham, Alabama	$1.65M	-$6.26K	-175	-0.4%
42	42 First Trust Advisors Wheaton, Illinois	$1.61M	+$1.62M	+45,167	New
43	BFM 43 Boothbay Fund Management New York	$1.59M	-$1.04M	-29,030	-40%
44	LIA 44 LBMC Investment Advisors Brentwood, Tennessee	$1.57M	–	–	–
45	45 Los Angeles Capital Management Los Angeles, California	$1.54M	-$165K	-4,613	-10%
46	46 Millennium Management New York	$1.37M	-$53.7K	-1,501	-4%
47	PIMG 47 Patriot Investment Management Group Knoxville, Tennessee	$1.25M	–	–	–
48	48 First Eagle Investment Management New York	$1.14M	+$1.14M	+32,000	New
49	SW 49 SlateStone Wealth Jupiter, Florida	$1.05M	-$4.47K	-125	-0.4%
50	50 Barclays London, United Kingdom	$1.04M	-$48.7K	-1,361	-4%