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SmartFinancial

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: 151160 (+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: 21 (-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
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%