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SmartFinancial
SMBK

Overview Fund Activity

147 hedge funds and large institutions have $332M invested in SmartFinancial in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+8
Holders Change %
+5.76%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
59
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
CSM Advisors
Pennsylvania
+$6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$5.46M
3
ZIM
Zacks Investment Management
Illinois
+$2.15M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.08M
5
NRCM
North Reef Capital Management
California
+$1.56M

Top Sellers

1
CCA
Cravens & Co Advisors
Tennessee
-$5.41M
2
BlackRock
BlackRock
New York
-$4.11M
3
BFC
Banc Funds Company
Illinois
-$3.19M
4
EPCA
Elizabeth Park Capital Advisors
Ohio
-$1.1M
5
Goldman Sachs
Goldman Sachs
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$1.02M +$608 +18 +0.1%
SW
52
SlateStone Wealth
Florida
$994K – – –
CSC
53
Caldwell Sutter Capital
California
$960K – – –
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$914K +$397K +11,752 +77%
BGIM
55
Brandywine Global Investment Management
Pennsylvania
$877K -$23.6K -700 -3%
KCM
56
Kennedy Capital Management
Missouri
$801K +$218K +6,440 +37%
HF
57
HRT Financial
New York
$780K +$483K +14,312 +163%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$749K -$28.5K -845 -4%
Creative Planning
59
Creative Planning
Kansas
$740K -$231K -6,836 -24%
Verition Fund Management
60
Verition Fund Management
Connecticut
$711K +$366K +10,835 +106%
Invesco
61
Invesco
Georgia
$709K -$139K -4,108 -16%
B
62
Bailard
California
$665K +$246K +7,285 +59%
RK
63
Rather & Kittrell
Tennessee
$665K -$78.7K -2,329 -11%
PAP
64
Persistent Asset Partners
Hong Kong
$663K +$208K +6,157 +46%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$657K -$49.8K -1,473 -7%
LWM
66
LeConte Wealth Management
Tennessee
$654K +$101 +3 +0%
Truist Financial
67
Truist Financial
North Carolina
$652K +$2.57K +76 +0.4%
TI
68
Trexquant Investment
Connecticut
$640K -$400K -11,831 -38%
GWM
69
Geneos Wealth Management
Colorado
$629K -$210K -6,210 -25%
Squarepoint
70
Squarepoint
New York
$626K -$162K -4,804 -21%
SO
71
STRS Ohio
Ohio
$581K – – –
Bank of America
72
Bank of America
North Carolina
$576K +$171K +5,075 +42%
Marshall Wace
73
Marshall Wace
United Kingdom
$548K +$548K +16,235 New
SOS
74
Silver Oak Securities
Tennessee
$541K – – –
UBS Group
75
UBS Group
Switzerland
$475K +$163K +4,813 +52%
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