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SmartFinancial

148 hedge funds and large institutions have $332M invested in SmartFinancial in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$230K
WG
102
Welch Group
Alabama
$220K
TVAMP
103
Tennessee Valley Asset Management Partners
Tennessee
$211K
RCM
104
Ridgepath Capital Management
Tennessee
$211K
OQS
105
Occudo Quantitative Strategies
Florida
$207K
VOYA Investment Management
106
VOYA Investment Management
Georgia
$203K
Citigroup
107
Citigroup
New York
$200K
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$200K
HCA
109
Harbor Capital Advisors
Illinois
$183K
HWA
110
HHM Wealth Advisors
Tennessee
$172K
ACM
111
Aquatic Capital Management
Illinois
$159K
SG Americas Securities
112
SG Americas Securities
New York
$156K
Lazard Asset Management
113
Lazard Asset Management
New York
$128K
PFSRSONJ
114
Police & Firemen's Retirement System of New Jersey
New Jersey
$121K
New York State Common Retirement Fund
115
New York State Common Retirement Fund
New York
$119K
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$84K
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$75.8K
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$65.7K
TRCT
119
Tower Research Capital (TRC)
New York
$64K
AIP
120
Ameritas Investment Partners
Nebraska
$52.8K
EWA
121
EverSource Wealth Advisors
Alabama
$50.6K
PG
122
Proffitt & Goodson
Tennessee
$48.3K
Legal & General Group
123
Legal & General Group
United Kingdom
$47.2K
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$40.8K
Fidelity Investments
125
Fidelity Investments
Massachusetts
$39.5K