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SmartFinancial

149 hedge funds and large institutions have $333M 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
149
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
RA
101
RFG Advisory
Alabama
$233K
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$230K
WG
103
Welch Group
Alabama
$220K
TVAMP
104
Tennessee Valley Asset Management Partners
Tennessee
$211K
RCM
105
Ridgepath Capital Management
Tennessee
$211K
OQS
106
Occudo Quantitative Strategies
Florida
$207K
VOYA Investment Management
107
VOYA Investment Management
Georgia
$203K
Citigroup
108
Citigroup
New York
$200K
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$200K
HCA
110
Harbor Capital Advisors
Illinois
$183K
HWA
111
HHM Wealth Advisors
Tennessee
$172K
ACM
112
Aquatic Capital Management
Illinois
$159K
SG Americas Securities
113
SG Americas Securities
New York
$156K
Lazard Asset Management
114
Lazard Asset Management
New York
$128K
PFSRSONJ
115
Police & Firemen's Retirement System of New Jersey
New Jersey
$121K
New York State Common Retirement Fund
116
New York State Common Retirement Fund
New York
$119K
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$84K
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$75.8K
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$65.7K
TRCT
120
Tower Research Capital (TRC)
New York
$64K
AIP
121
Ameritas Investment Partners
Nebraska
$52.8K
EWA
122
EverSource Wealth Advisors
Alabama
$50.6K
PG
123
Proffitt & Goodson
Tennessee
$48.3K
Legal & General Group
124
Legal & General Group
United Kingdom
$47.2K
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$40.8K