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SmartFinancial

175 hedge funds and large institutions have $424M invested in SmartFinancial in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

22% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 46

8% more capital invested

Capital invested by funds: $393M → $424M (+$30.4M)

5% more funds holding

Funds holding: 166175 (+9)

1.05% more ownership

Funds ownership: 62.41%63.46% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
175
Holders Change
+9
Holders Change %
+5.42%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
56
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
51
Patriot Investment Management Group
Tennessee
$1.37M
Franklin Resources
52
Franklin Resources
California
$1.23M +$597K +15,101 +93%
NA
53
NewEdge Advisors
Louisiana
$1.15M +$110K +2,778 +10%
SW
54
SlateStone Wealth
Florida
$1.15M
CSC
55
Caldwell Sutter Capital
California
$1.11M
Victory Capital Management
56
Victory Capital Management
Texas
$1.05M
Creative Planning
57
Creative Planning
Kansas
$1M +$76.8K +1,943 +8%
KCM
58
Kennedy Capital Management
Missouri
$927K
Invesco
59
Invesco
Georgia
$916K -$40.7K -1,029 -4%
TI
60
Trexquant Investment
Connecticut
$907K +$917K +23,196 New
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$904K -$221K -5,602 -19%
LIA
62
LBMC Investment Advisors
Tennessee
$901K
HSBC Holdings
63
HSBC Holdings
United Kingdom
$864K -$4.58K -116 -0.5%
PFPG
64
Pinnacle Financial Partners (Georgia)
Georgia
$850K
B
65
Bailard
California
$828K
QCM
66
Quantinno Capital Management
New York
$813K +$390K +9,869 +90%
LWM
67
LeConte Wealth Management
Tennessee
$794K
YIH
68
Y-Intercept (HK)
Hong Kong
$792K +$801K +20,275 New
RK
69
Rather & Kittrell
Tennessee
$752K
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$716K -$6.01K -152 -0.8%
Principal Financial Group
71
Principal Financial Group
Iowa
$708K +$716K +18,124 New
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$703K +$21K +531 +3%
Barclays
73
Barclays
United Kingdom
$651K -$700K -17,720 -52%
HF
74
HRT Financial
New York
$637K -$129K -3,265 -17%
SOS
75
Silver Oak Securities
Tennessee
$626K