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SmartFinancial

175 hedge funds and large institutions have $424M invested in SmartFinancial in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

22% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 46

8% more capital invested

Capital invested by funds: $393M → $424M (+$30.4M)

5% more funds holding

Funds holding: 166175 (+9)

1.05% more ownership

Funds ownership: 62.41%63.46% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
175
Holders Change
+9
Holders Change %
+5.42%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
56
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SO
76
STRS Ohio
Ohio
$617K
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$570K +$316 +8 +0.1%
Truist Financial
78
Truist Financial
North Carolina
$562K +$949 +24 +0.2%
SG Americas Securities
79
SG Americas Securities
New York
$539K -$823K -20,822 -60%
Man Group
80
Man Group
United Kingdom
$530K +$536K +13,567 New
GWM
81
Geneos Wealth Management
Colorado
$512K
II
82
Inspire Investing
Idaho
$510K +$15.5K +393 +3%
UBS Group
83
UBS Group
Switzerland
$502K -$85.4K -2,160 -14%
Canada Pension Plan Investment Board
84
Canada Pension Plan Investment Board
Ontario, Canada
$477K
EA
85
Evergreen Advisors
Tennessee
$463K +$949 +24 +0.2%
AF
86
AGP Franklin
Tennessee
$457K +$463K +11,706 New
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$456K +$86.4K +2,186 +23%
ET
88
Equitable Trust
Tennessee
$448K +$9.88K +250 +2%
BMA
89
Brooks Moore & Associates
Tennessee
$444K
T. Rowe Price Associates
90
T. Rowe Price Associates
Maryland
$442K +$104K +2,623 +30%
Deutsche Bank
91
Deutsche Bank
Germany
$439K +$67.1K +1,697 +18%
Point72 Asset Management
92
Point72 Asset Management
Connecticut
$421K -$211K -5,336 -33%
Citigroup
93
Citigroup
New York
$403K +$295K +7,459 +262%
Citadel Advisors
94
Citadel Advisors
Florida
$392K -$1.82M -45,965 -82%
SPS
95
Susquehanna Portfolio Strategies
Pennsylvania
$373K
MIM
96
MetLife Investment Management
New Jersey
$366K +$29.6K +748 +9%
OQS
97
Occudo Quantitative Strategies
Florida
$359K -$9.96K -252 -3%
HIM
98
Hillsdale Investment Management
Ontario, Canada
$345K +$340K +8,600 +3,739%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$345K +$349K +8,830 New
Rafferty Asset Management
100
Rafferty Asset Management
New York
$329K +$333K +8,414 New