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SmartFinancial
SMBK

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: 151 → 160 (+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: 2 → 1 (-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
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$2.77M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.32M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$2.26M
4
First Trust Advisors
First Trust Advisors
Illinois
+$1.62M
5
NRCM
North Reef Capital Management
California
+$1.38M

Top Sellers

1
CCA
Cravens & Co Advisors
Tennessee
-$2.12M
2
HIM
Hillsdale Investment Management
Ontario, Canada
-$2.06M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.71M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.71M
5
BlackRock
BlackRock
New York
-$1.32M
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%
2 3
4
5 6

SMBK Hedge Fund Activity: Q3 2025 in Review

160 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in SmartFinancial (SMBK) for Q3 2025, worth a combined $351M — up 5.5% from $333M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SMBK positions and 11 closed out — a net gain of 10 holders — while 49 added to existing stakes and 56 trimmed.

The largest buyer was Charles Schwab, adding an estimated $2.77M. The largest seller was Cravens & Co Advisors, cutting an estimated $2.12M.

  • 160 institutional investors held SmartFinancial (SMBK) as of Q3 2025, up from 151 in Q2 2025.
  • Funds reported $351M of SmartFinancial stock for Q3 2025, up 5.5% quarter-over-quarter.
  • 21 funds opened new SmartFinancial positions in Q3 2025 and 11 closed out, a net change of +10 holders.
  • The largest SmartFinancial buyer in Q3 2025 was Charles Schwab, an estimated $2.77M added.
  • The largest SmartFinancial seller in Q3 2025 was Cravens & Co Advisors, an estimated $2.12M sold.

Based on aggregated 13F filings for Q3 2025.