SMBK icon

SmartFinancial

149 hedge funds and large institutions have $333M invested in SmartFinancial in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$475K
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$469K
NA
78
NewEdge Advisors
Louisiana
$447K
ET
79
Equitable Trust
Tennessee
$432K
EGM
80
Engineers Gate Manager
New York
$400K
EA
81
Evergreen Advisors
Tennessee
$397K
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$396K
SIG
83
Stonegate Investment Group
Alabama
$395K
BMA
84
Brooks Moore & Associates
Tennessee
$389K
II
85
Inspire Investing
Idaho
$387K
Raymond James Financial
86
Raymond James Financial
Florida
$342K
Franklin Resources
87
Franklin Resources
California
$334K
Prudential Financial
88
Prudential Financial
New Jersey
$324K
SPS
89
Susquehanna Portfolio Strategies
Pennsylvania
$322K
Deutsche Bank
90
Deutsche Bank
Germany
$322K
MIM
91
MetLife Investment Management
New Jersey
$315K
CSS
92
Cubist Systematic Strategies
Connecticut
$307K
Wells Fargo
93
Wells Fargo
California
$305K
A
94
AlphaQuest
New York
$295K
Mirae Asset Global ETFs Holdings
95
Mirae Asset Global ETFs Holdings
Hong Kong
$269K
CPL
96
CAP Partners LLC
Tennessee
$267K
IIM
97
INTECH Investment Management
Florida
$262K
ACA
98
Aptus Capital Advisors
Alabama
$255K
T. Rowe Price Associates
99
T. Rowe Price Associates
Maryland
$251K
WPA
100
Wealth Preservation Advisors
Tennessee
$235K