We are live on ! Find out more
SMBK icon

SmartFinancial

166 hedge funds and large institutions have $393M invested in SmartFinancial in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 45

12% more capital invested

Capital invested by funds: $351M → $393M (+$42.1M)

4% more funds holding

Funds holding: 160166 (+6)

3.72% more ownership

Funds ownership: 58.69%62.41% (+3.7%)

Holders
166
Holders Change
+6
Holders Change %
+3.75%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
19
Increased
62
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
51
SG Americas Securities
New York
$1.28M +$1.11M +30,769 +802%
Barclays
52
Barclays
United Kingdom
$1.27M +$194K +5,358 +18%
Marshall Wace
53
Marshall Wace
United Kingdom
$1.14M +$907K +25,048 +437%
SW
54
SlateStone Wealth
Florida
$1.08M
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$1.06M +$869 +24 +0.1%
CSC
56
Caldwell Sutter Capital
California
$1.05M
Victory Capital Management
57
Victory Capital Management
Texas
$993K -$41.6K -1,150 -4%
NA
58
NewEdge Advisors
Louisiana
$986K +$501K +13,834 +108%
BGIM
59
Brandywine Global Investment Management
Pennsylvania
$908K -$29K -800 -3%
Invesco
60
Invesco
Georgia
$905K -$66.4K -1,835 -7%
Creative Planning
61
Creative Planning
Kansas
$877K -$3.84K -106 -0.4%
KCM
62
Kennedy Capital Management
Missouri
$877K
LIA
63
LBMC Investment Advisors
Tennessee
$853K -$754K -20,817 -47%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$825K +$515K +14,240 +176%
PFPG
65
Pinnacle Financial Partners (Georgia)
Georgia
$805K +$788K +21,763 New
B
66
Bailard
California
$784K +$24.8K +685 +3%
LWM
67
LeConte Wealth Management
Tennessee
$752K +$30.7K +847 +4%
HF
68
HRT Financial
New York
$723K +$274K +7,559 +63%
RK
69
Rather & Kittrell
Tennessee
$711K -$16.9K -467 -2%
Bank of America
70
Bank of America
North Carolina
$709K +$146K +4,021 +27%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$684K -$108K -2,979 -14%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$646K +$269K +7,430 +74%
Franklin Resources
73
Franklin Resources
California
$602K +$230K +6,367 +64%
Wells Fargo
74
Wells Fargo
California
$601K +$198K +5,469 +51%
Point72 Asset Management
75
Point72 Asset Management
Connecticut
$596K +$583K +16,102 New