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SmartFinancial

166 hedge funds and large institutions have $393M invested in SmartFinancial in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 45

12% more capital invested

Capital invested by funds: $351M → $393M (+$42.1M)

4% more funds holding

Funds holding: 160166 (+6)

3.72% more ownership

Funds ownership: 58.69%62.41% (+3.7%)

Holders
166
Holders Change
+6
Holders Change %
+3.75%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
19
Increased
62
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$4.49M +$40.8K +1,126 +0.9%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$3.83M +$1.44M +39,898 +63%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$3.71M +$214K +5,908 +6%
Connor, Clark & Lunn Investment Management (CC&L)
29
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.63M -$534K -14,760 -13%
JP Morgan Chase
30
JP Morgan Chase
New York
$3.45M +$991K +27,380 +42%
EF
31
Empowered Funds
Pennsylvania
$3.22M +$302K +8,354 +11%
Millennium Management
32
Millennium Management
New York
$3.09M +$1.63M +45,039 +117%
ZIM
33
Zacks Investment Management
Illinois
$2.91M +$57.4K +1,585 +2%
EPCA
34
Elizabeth Park Capital Advisors
Ohio
$2.73M -$252K -6,975 -9%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$2.6M -$142K -3,911 -5%
PAM
36
Panagora Asset Management
Massachusetts
$2.35M -$1.52K -42 -0.1%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$2.29M +$373K +10,300 +20%
Jane Street
38
Jane Street
New York
$2.19M +$1.26M +34,922 +143%
AU
39
Algebris (UK)
United Kingdom
$2.16M +$2.11M +58,316 New
Citadel Advisors
40
Citadel Advisors
Florida
$2.07M +$2.03M +55,995 New
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$1.86M +$138K +3,816 +8%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$1.84M +$980K +27,073 +119%
Stifel Financial
43
Stifel Financial
Missouri
$1.83M -$210K -5,800 -10%
AQR Capital Management
44
AQR Capital Management
Connecticut
$1.74M -$54.6K -1,507 -3%
First Trust Advisors
45
First Trust Advisors
Illinois
$1.71M +$41.4K +1,143 +3%
RFC
46
Regions Financial Corp
Alabama
$1.71M
Tudor Investment Corp
47
Tudor Investment Corp
Connecticut
$1.7M +$934K +25,808 +127%
MAM
48
Martingale Asset Management
Massachusetts
$1.62M -$383K -10,593 -19%
Los Angeles Capital Management
49
Los Angeles Capital Management
California
$1.4M -$116K -3,217 -7%
PIMG
50
Patriot Investment Management Group
Tennessee
$1.29M