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SmartFinancial
SMBK

Overview Fund Activity

147 hedge funds and large institutions have $332M invested in SmartFinancial in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+8
Holders Change %
+5.76%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
59
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
CSM Advisors
Pennsylvania
+$6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$5.46M
3
ZIM
Zacks Investment Management
Illinois
+$2.15M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.08M
5
NRCM
North Reef Capital Management
California
+$1.56M

Top Sellers

1
CCA
Cravens & Co Advisors
Tennessee
-$5.41M
2
BlackRock
BlackRock
New York
-$4.11M
3
BFC
Banc Funds Company
Illinois
-$3.19M
4
EPCA
Elizabeth Park Capital Advisors
Ohio
-$1.1M
5
Goldman Sachs
Goldman Sachs
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$469K +$8.57K +254 +2%
NA
77
NewEdge Advisors
Louisiana
$447K +$435K +12,873 +3,556%
ET
78
Equitable Trust
Tennessee
$432K +$50.8K +1,505 +13%
EGM
79
Engineers Gate Manager
New York
$400K +$19.8K +585 +5%
EA
80
Evergreen Advisors
Tennessee
$397K +$980 +29 +0.2%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$396K -$62.4K -1,847 -14%
SIG
82
Stonegate Investment Group
Alabama
$395K – – –
BMA
83
Brooks Moore & Associates
Tennessee
$389K – – –
II
84
Inspire Investing
Idaho
$387K +$12.7K +376 +3%
Raymond James Financial
85
Raymond James Financial
Florida
$342K -$26.9K -796 -7%
Franklin Resources
86
Franklin Resources
California
$334K – – –
Prudential Financial
87
Prudential Financial
New Jersey
$324K -$14.2K -420 -4%
SPS
88
Susquehanna Portfolio Strategies
Pennsylvania
$322K +$322K +9,545 New
Deutsche Bank
89
Deutsche Bank
Germany
$322K – – –
MIM
90
MetLife Investment Management
New Jersey
$315K – – –
CSS
91
Cubist Systematic Strategies
Connecticut
$307K +$44K +1,303 +17%
Wells Fargo
92
Wells Fargo
California
$305K -$17.7K -524 -5%
A
93
AlphaQuest
New York
$295K +$295K +8,746 New
Mirae Asset Global ETFs Holdings
94
Mirae Asset Global ETFs Holdings
Hong Kong
$269K -$51.2K -1,516 -16%
CPL
95
CAP Partners LLC
Tennessee
$267K – – –
IIM
96
INTECH Investment Management
Florida
$262K -$43.3K -1,282 -14%
ACA
97
Aptus Capital Advisors
Alabama
$255K +$608 +18 +0.2%
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$251K +$16.3K +482 +7%
WPA
99
Wealth Preservation Advisors
Tennessee
$235K – – –
RA
100
RFG Advisory
Alabama
$233K -$105K -3,110 -31%
2 3
4
5 6