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SmartFinancial
SMBK

Overview Fund Activity

145 hedge funds and large institutions have $331M invested in SmartFinancial in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
59
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
CSM Advisors
Pennsylvania
$6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$19.7M
3
ZIM
3
Zacks Investment Management
Illinois
$2.15M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$7.46M
5
NRCM
5
North Reef Capital Management
California
$1.56M

Top Sellers

1
CCA
1
Cravens & Co Advisors
Tennessee
$9.45M
2
BlackRock
2
BlackRock
New York
$43.8M
3
BFC
3
Banc Funds Company
Illinois
$6.78M
4
EPCA
4
Elizabeth Park Capital Advisors
Ohio
$2.73M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.49M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$1.02M 30,058 +18 +0.1%
SW
52
SlateStone Wealth
Florida
$994K 29,427 – –
CSC
53
Caldwell Sutter Capital
California
$960K 28,431 – –
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$914K 27,043 +11,752 +77%
BGIM
55
Brandywine Global Investment Management
Pennsylvania
$877K 25,959 -700 -3%
KCM
56
Kennedy Capital Management
Missouri
$801K 23,711 +6,440 +37%
HF
57
HRT Financial
New York
$780K 23,113 +14,312 +163%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$749K 22,172 -845 -4%
Creative Planning
59
Creative Planning
Kansas
$740K 21,905 -6,836 -24%
Verition Fund Management
60
Verition Fund Management
Connecticut
$711K 21,045 +10,835 +106%
Invesco
61
Invesco
Georgia
$709K 20,978 -4,108 -16%
B
62
Bailard
California
$665K 19,700 +7,285 +59%
RK
63
Rather & Kittrell
Tennessee
$665K 19,699 -2,329 -11%
PAP
64
Persistent Asset Partners
Hong Kong
$663K 19,636 +6,157 +46%
LWM
65
LeConte Wealth Management
Tennessee
$654K 19,375 +3 +0%
Truist Financial
66
Truist Financial
North Carolina
$652K 19,304 +76 +0.4%
TI
67
Trexquant Investment
Connecticut
$640K 18,936 -11,831 -38%
GWM
68
Geneos Wealth Management
Colorado
$629K 18,630 -6,210 -25%
Squarepoint
69
Squarepoint
New York
$626K 18,527 -4,804 -21%
SO
70
STRS Ohio
Ohio
$581K 17,200 – –
Bank of America
71
Bank of America
North Carolina
$576K 17,050 +5,075 +42%
Marshall Wace
72
Marshall Wace
United Kingdom
$548K 16,235 +16,235 New
SOS
73
Silver Oak Securities
Tennessee
$541K 16,018 – –
UBS Group
74
UBS Group
Switzerland
$475K 14,052 +4,813 +52%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$469K 13,895 +254 +2%
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