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SmartFinancial

166 hedge funds and large institutions have $393M invested in SmartFinancial in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 45

12% more capital invested

Capital invested by funds: $351M → $393M (+$42.1M)

4% more funds holding

Funds holding: 160166 (+6)

3.72% more ownership

Funds ownership: 58.69%62.41% (+3.7%)

Holders
166
Holders Change
+6
Holders Change %
+3.75%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
19
Increased
62
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
76
Silver Oak Securities
Tennessee
$594K
SO
77
STRS Ohio
Ohio
$584K -$29K -800 -5%
UBS Group
78
UBS Group
Switzerland
$555K +$70.8K +1,955 +15%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$539K +$13.6K +377 +3%
Truist Financial
80
Truist Financial
North Carolina
$531K -$181K -4,997 -26%
GWM
81
Geneos Wealth Management
Colorado
$484K
II
82
Inspire Investing
Idaho
$469K -$1.3K -36 -0.3%
Raymond James Financial
83
Raymond James Financial
Florida
$457K +$80.5K +2,223 +22%
Canada Pension Plan Investment Board
84
Canada Pension Plan Investment Board
Ontario, Canada
$451K +$442K +12,200 New
EA
85
Evergreen Advisors
Tennessee
$437K +$428K +11,812 New
BMA
86
Brooks Moore & Associates
Tennessee
$420K
ET
87
Equitable Trust
Tennessee
$415K -$40.5K -1,120 -9%
QCM
88
Quantinno Capital Management
New York
$404K +$44.5K +1,230 +13%
SPS
89
Susquehanna Portfolio Strategies
Pennsylvania
$353K -$65.2K -1,800 -16%
Deutsche Bank
90
Deutsche Bank
Germany
$353K
State of Wisconsin Investment Board
91
State of Wisconsin Investment Board
Wisconsin
$351K +$343K +9,484 New
PCM
92
Polymer Capital Management
New York
$345K +$338K +9,336 New
Federated Hermes
93
Federated Hermes
Pennsylvania
$333K -$760 -21 -0.2%
RS
94
R Squared
Hong Kong
$328K -$288K -7,956 -47%
OQS
95
Occudo Quantitative Strategies
Florida
$326K +$108K +2,980 +51%
T. Rowe Price Associates
96
T. Rowe Price Associates
Maryland
$321K +$36.5K +1,007 +13%
Prudential Financial
97
Prudential Financial
New Jersey
$320K -$30.4K -840 -9%
MIM
98
MetLife Investment Management
New Jersey
$319K
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$309K
CPL
100
CAP Partners LLC
Tennessee
$293K