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SmartFinancial
SMBK

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
+9
Holders Change %
+5.96%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
49
Reduced
56
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
CCA
Cravens & Co Advisors
Tennessee
-$2.12M
2
HIM
Hillsdale Investment Management
Ontario, Canada
-$2.06M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.71M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.71M
5
BlackRock
BlackRock
New York
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$1.03M -$48.1K -1,343 -4%
CSC
52
Caldwell Sutter Capital
California
$1.02M – – –
Victory Capital Management
53
Victory Capital Management
Texas
$1M -$111K -3,100 -10%
Invesco
54
Invesco
Georgia
$940K +$190K +5,323 +25%
BGIM
55
Brandywine Global Investment Management
Pennsylvania
$906K -$21.5K -600 -2%
Jane Street
56
Jane Street
New York
$870K -$288K -8,060 -25%
Creative Planning
57
Creative Planning
Kansas
$851K +$68.7K +1,920 +9%
KCM
58
Kennedy Capital Management
Missouri
$847K – – –
PFO
59
PMC FIG Opportunities
Israel
$826K -$1.21M -33,819 -59%
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$810K +$811K +22,657 New
PFPT
61
Pinnacle Financial Partners (Tennessee)
Tennessee
$778K – – –
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$767K -$25.5K -713 -3%
B
63
Bailard
California
$733K +$29.2K +815 +4%
Tudor Investment Corp
64
Tudor Investment Corp
Connecticut
$724K +$725K +20,267 New
RK
65
Rather & Kittrell
Tennessee
$704K – – –
LWM
66
LeConte Wealth Management
Tennessee
$696K +$3.58K +100 +0.5%
Truist Financial
67
Truist Financial
North Carolina
$691K +$1.32K +37 +0.2%
SM
68
Salzhauer Michael
$608K – – –
RS
69
R Squared
Hong Kong
$601K +$602K +16,831 New
SO
70
STRS Ohio
Ohio
$593K -$21.5K -600 -3%
TI
71
Trexquant Investment
Connecticut
$587K -$89.3K -2,495 -13%
SOS
72
Silver Oak Securities
Tennessee
$572K – – –
Bank of America
73
Bank of America
North Carolina
$541K -$68.3K -1,908 -11%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$507K +$10.7K +298 +2%
GWM
75
Geneos Wealth Management
Colorado
$468K -$198K -5,532 -30%
1 2
3
4 5

SMBK Hedge Fund Activity: Q3 2025 in Review

160 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in SmartFinancial (SMBK) for Q3 2025, worth a combined $351M — up 5.5% from $333M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SMBK positions and 11 closed out — a net gain of 10 holders — while 49 added to existing stakes and 56 trimmed.

The largest buyer was Charles Schwab, adding an estimated $2.77M. The largest seller was Cravens & Co Advisors, cutting an estimated $2.12M.

  • 160 institutional investors held SmartFinancial (SMBK) as of Q3 2025, up from 151 in Q2 2025.
  • Funds reported $351M of SmartFinancial stock for Q3 2025, up 5.5% quarter-over-quarter.
  • 21 funds opened new SmartFinancial positions in Q3 2025 and 11 closed out, a net change of +10 holders.
  • The largest SmartFinancial buyer in Q3 2025 was Charles Schwab, an estimated $2.77M added.
  • The largest SmartFinancial seller in Q3 2025 was Cravens & Co Advisors, an estimated $2.12M sold.

Based on aggregated 13F filings for Q3 2025.