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SmartFinancial
SMBK

Overview Fund Activity

145 hedge funds and large institutions have $331M invested in SmartFinancial in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
59
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
CSM Advisors
Pennsylvania
$6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$19.7M
3
ZIM
3
Zacks Investment Management
Illinois
$2.15M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$7.46M
5
NRCM
5
North Reef Capital Management
California
$1.56M

Top Sellers

1
CCA
1
Cravens & Co Advisors
Tennessee
$9.45M
2
BlackRock
2
BlackRock
New York
$43.8M
3
BFC
3
Banc Funds Company
Illinois
$6.78M
4
EPCA
4
Elizabeth Park Capital Advisors
Ohio
$2.73M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.49M
Name Market Value Shares Shares
Change 		Shares
Change %
WG
101
Welch Group
Alabama
$220K 6,499 – –
TVAMP
102
Tennessee Valley Asset Management Partners
Tennessee
$211K 6,261 +6,261 New
OQS
103
Occudo Quantitative Strategies
Florida
$207K 6,140 +6,140 New
VOYA Investment Management
104
VOYA Investment Management
Georgia
$203K 6,001 +6,001 New
Citigroup
105
Citigroup
New York
$200K 5,935 -6,032 -50%
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$200K 5,926 +5,926 New
HCA
107
Harbor Capital Advisors
Illinois
$183K 5,432 +428 +9%
HWA
108
HHM Wealth Advisors
Tennessee
$172K 5,082 +266 +6%
ACM
109
Aquatic Capital Management
Illinois
$159K 4,721 +1,701 +56%
SG Americas Securities
110
SG Americas Securities
New York
$156K 4,623 -3,473 -43%
Lazard Asset Management
111
Lazard Asset Management
New York
$128K 3,790 +3,790 New
PFSRSONJ
112
Police & Firemen's Retirement System of New Jersey
New Jersey
$121K 3,578 – –
New York State Common Retirement Fund
113
New York State Common Retirement Fund
New York
$119K 3,534 -3,000 -46%
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$84K 2,475 -14 -0.6%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$75.8K 2,243 +438 +24%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$65.7K 1,945 -4 -0.2%
TRCT
117
Tower Research Capital (TRC)
New York
$64K 1,895 +1,202 +173%
AIP
118
Ameritas Investment Partners
Nebraska
$52.8K 1,564 – –
EWA
119
EverSource Wealth Advisors
Alabama
$50.6K 1,499 +472 +46%
PG
120
Proffitt & Goodson
Tennessee
$48.3K 1,429 – –
Legal & General Group
121
Legal & General Group
United Kingdom
$47.2K 1,396 -81 -5%
Nisa Investment Advisors
122
Nisa Investment Advisors
Missouri
$40.8K 1,207 +7 +0.6%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$39.5K 1,168 +24 +2%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$33.6K 995 – –
PAS
125
Point72 Asia (Singapore)
Singapore
$31.6K 935 +529 +130%
3 4
5
6 7