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SmartFinancial

160 hedge funds and large institutions have $351M invested in SmartFinancial in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

6% more funds holding

Funds holding: 151160 (+9)

5% more capital invested

Capital invested by funds: $333M → $351M (+$18.2M)

0.77% more ownership

Funds ownership: 57.92%58.69% (+0.77%)

13% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 56

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
160
Holders Change
+9
Holders Change %
+5.96%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
49
Reduced
56
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$466K -$36.1K -1,009 -7%
NA
77
NewEdge Advisors
Louisiana
$458K -$15K -418 -3%
II
78
Inspire Investing
Idaho
$454K +$45.2K +1,262 +11%
ET
79
Equitable Trust
Tennessee
$441K -$15.9K -445 -3%
HF
80
HRT Financial
New York
$429K -$397K -11,106 -48%
SIG
81
Stonegate Investment Group
Alabama
$418K
BMA
82
Brooks Moore & Associates
Tennessee
$406K
SPS
83
Susquehanna Portfolio Strategies
Pennsylvania
$405K +$64.4K +1,800 +19%
Wells Fargo
84
Wells Fargo
California
$385K +$62.5K +1,748 +19%
Raymond James Financial
85
Raymond James Financial
Florida
$362K +$143 +4 +0%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$358K +$116K +3,234 +48%
Franklin Resources
87
Franklin Resources
California
$354K
QCM
88
Quantinno Capital Management
New York
$346K +$347K +9,695 New
EGM
89
Engineers Gate Manager
New York
$343K -$80.9K -2,261 -19%
Deutsche Bank
90
Deutsche Bank
Germany
$341K
Prudential Financial
91
Prudential Financial
New Jersey
$339K -$3.94K -110 -1%
Federated Hermes
92
Federated Hermes
Pennsylvania
$323K +$319K +8,909 +7,302%
CSS
93
Cubist Systematic Strategies
Connecticut
$316K -$8.52K -238 -3%
MIM
94
MetLife Investment Management
New Jersey
$308K -$25.8K -722 -8%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$298K +$299K +8,352 New
HSBC Holdings
96
HSBC Holdings
United Kingdom
$287K +$289K +8,085 New
CPL
97
CAP Partners LLC
Tennessee
$283K
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$274K +$9.27K +259 +3%
ACA
99
Aptus Capital Advisors
Alabama
$270K +$572 +16 +0.2%
PAP
100
Persistent Asset Partners
Hong Kong
$267K -$435K -12,151 -62%