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SmartFinancial

139 hedge funds and large institutions have $303M invested in SmartFinancial in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
42
Reduced
50
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BGIM
51
Brandywine Global Investment Management
Pennsylvania
$829K -$31.4K -1,009 -4%
Invesco
52
Invesco
Georgia
$780K -$84.2K -2,710 -10%
GWM
53
Geneos Wealth Management
Colorado
$772K +$579K +18,630 +300%
Squarepoint
54
Squarepoint
New York
$725K +$447K +14,383 +161%
PFO
55
PMC FIG Opportunities
Israel
$718K -$79K -2,542 -10%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$715K -$32.3K -1,039 -4%
RK
57
Rather & Kittrell
Tennessee
$685K
PFP
58
Pinnacle Financial Partners
Tennessee
$676K
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$650K +$356K +11,439 +121%
Los Angeles Capital Management
60
Los Angeles Capital Management
California
$646K +$646K +20,778 New
Barclays
61
Barclays
United Kingdom
$635K -$176K -5,675 -22%
LWM
62
LeConte Wealth Management
Tennessee
$602K +$602K +19,372 New
Truist Financial
63
Truist Financial
North Carolina
$598K +$1.15K +37 +0.2%
KCM
64
Kennedy Capital Management
Missouri
$537K +$537K +17,271 New
SO
65
STRS Ohio
Ohio
$535K -$37.3K -1,200 -7%
SOS
66
Silver Oak Securities
Tennessee
$500K
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$475K +$475K +15,291 New
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$424K +$249 +8 +0.1%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$422K -$52.8K -1,698 -11%
PAP
70
Persistent Asset Partners
Hong Kong
$419K -$44.5K -1,433 -10%
B
71
Bailard
California
$386K +$386K +12,415 New
Bank of America
72
Bank of America
North Carolina
$372K -$182K -5,849 -33%
Citigroup
73
Citigroup
New York
$372K -$34.7K -1,118 -9%
ECM
74
ExodusPoint Capital Management
New York
$369K -$3.95K -127 -1%
EA
75
Evergreen Advisors
Tennessee
$365K +$808 +26 +0.2%