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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

16% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 50

Holders
139
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
WPA
101
Wealth Preservation Advisors
Tennessee
$216K
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
HWA
106
HHM Wealth Advisors
Tennessee
$150K
VEA
107
Virtus ETF Advisers
New York
$129K
PFSRSONJ
108
Police & Firemen's Retirement System of New Jersey
New Jersey
$111K
ACM
109
Aquatic Capital Management
Illinois
$93.9K
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$77K
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$60.6K
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$56.1K
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
EWA
119
EverSource Wealth Advisors
Alabama
$31.9K
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$30.9K
TRCT
121
Tower Research Capital (TRC)
New York
$21.5K
VCM
122
Versant Capital Management
Arizona
$20.9K
AB
123
Amalgamated Bank
New York
$17K
PAS
124
Point72 Asia (Singapore)
Singapore
$12.6K
QCG
125
Quadrant Capital Group
Ohio
$11.5K