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SmartFinancial

139 hedge funds and large institutions have $303M invested in SmartFinancial in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
42
Reduced
50
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WPA
101
Wealth Preservation Advisors
Tennessee
$216K +$216K +6,945 New
New York State Common Retirement Fund
102
New York State Common Retirement Fund
New York
$203K
RCM
103
Ridgepath Capital Management
Tennessee
$203K
WG
104
Welch Group
Alabama
$203K
HCA
105
Harbor Capital Advisors
Illinois
$156K +$150K +4,803 +2,390%
HWA
106
HHM Wealth Advisors
Tennessee
$150K
VEA
107
Virtus ETF Advisers
New York
$129K +$129K +4,163 New
PFSRSONJ
108
Police & Firemen's Retirement System of New Jersey
New Jersey
$111K
ACM
109
Aquatic Capital Management
Illinois
$93.9K -$10.4K -333 -10%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$77K +$56.9K +1,839 +283%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$60.6K +$60.6K +1,949 New
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$56.1K -$12.3K -396 -18%
AIP
113
Ameritas Investment Partners
Nebraska
$48.6K
Legal & General Group
114
Legal & General Group
United Kingdom
$45.9K
PG
115
Proffitt & Goodson
Tennessee
$44.4K
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$37.3K
California State Teachers Retirement System (CalSTRS)
117
California State Teachers Retirement System (CalSTRS)
California
$35.8K
Fidelity Investments
118
Fidelity Investments
Massachusetts
$35.6K +$1.18K +38 +3%
EWA
119
EverSource Wealth Advisors
Alabama
$31.9K +$715 +23 +2%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$30.9K -$4.66K -150 -13%
TRCT
121
Tower Research Capital (TRC)
New York
$21.5K -$26.3K -845 -55%
VCM
122
Versant Capital Management
Arizona
$20.9K
AB
123
Amalgamated Bank
New York
$17K
PAS
124
Point72 Asia (Singapore)
Singapore
$12.6K -$2.33K -75 -16%
QCG
125
Quadrant Capital Group
Ohio
$11.5K +$1.87K +60 +19%