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SmartFinancial
SMBK

Overview Fund Activity

145 hedge funds and large institutions have $331M invested in SmartFinancial in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
59
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
CSM Advisors
Pennsylvania
$6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$19.7M
3
ZIM
3
Zacks Investment Management
Illinois
$2.15M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$7.46M
5
NRCM
5
North Reef Capital Management
California
$1.56M

Top Sellers

1
CCA
1
Cravens & Co Advisors
Tennessee
$9.45M
2
BlackRock
2
BlackRock
New York
$43.8M
3
BFC
3
Banc Funds Company
Illinois
$6.78M
4
EPCA
4
Elizabeth Park Capital Advisors
Ohio
$2.73M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.49M
Name Market Value Shares Shares
Change 		Shares
Change %
NA
76
NewEdge Advisors
Louisiana
$447K 13,235 +12,873 +3,556%
ET
77
Equitable Trust
Tennessee
$432K 12,790 +1,505 +13%
EGM
78
Engineers Gate Manager
New York
$400K 11,849 +585 +5%
EA
79
Evergreen Advisors
Tennessee
$397K 11,761 +29 +0.2%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$396K 11,718 -1,847 -14%
SIG
81
Stonegate Investment Group
Alabama
$395K 11,690 – –
BMA
82
Brooks Moore & Associates
Tennessee
$389K 11,351 – –
II
83
Inspire Investing
Idaho
$387K 11,442 +376 +3%
Raymond James Financial
84
Raymond James Financial
Florida
$342K 10,131 -796 -7%
Franklin Resources
85
Franklin Resources
California
$334K 9,900 – –
Prudential Financial
86
Prudential Financial
New Jersey
$324K 9,605 -420 -4%
SPS
87
Susquehanna Portfolio Strategies
Pennsylvania
$322K 9,545 +9,545 New
Deutsche Bank
88
Deutsche Bank
Germany
$322K 9,542 – –
MIM
89
MetLife Investment Management
New Jersey
$315K 9,333 – –
CSS
90
Cubist Systematic Strategies
Connecticut
$307K 9,088 +1,303 +17%
Wells Fargo
91
Wells Fargo
California
$305K 9,019 -524 -5%
A
92
AlphaQuest
New York
$295K 8,746 +8,746 New
Mirae Asset Global ETFs Holdings
93
Mirae Asset Global ETFs Holdings
Hong Kong
$269K 7,965 -1,516 -16%
CPL
94
CAP Partners LLC
Tennessee
$267K 7,910 – –
IIM
95
INTECH Investment Management
Florida
$262K 7,763 -1,282 -14%
ACA
96
Aptus Capital Advisors
Alabama
$255K 7,545 +18 +0.2%
T. Rowe Price Associates
97
T. Rowe Price Associates
Maryland
$251K 7,408 +482 +7%
WPA
98
Wealth Preservation Advisors
Tennessee
$235K 6,945 – –
RA
99
RFG Advisory
Alabama
$233K 6,912 -3,110 -31%
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$230K 6,795 -936 -12%
2 3
4
5 6