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SmartFinancial
SMBK

Overview Fund Activity

147 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, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+8
Holders Change %
+5.76%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
59
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
CSM Advisors
Pennsylvania
+$6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$5.46M
3
ZIM
Zacks Investment Management
Illinois
+$2.15M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.08M
5
NRCM
North Reef Capital Management
California
+$1.56M

Top Sellers

1
CCA
Cravens & Co Advisors
Tennessee
-$5.41M
2
BlackRock
BlackRock
New York
-$4.11M
3
BFC
Banc Funds Company
Illinois
-$3.19M
4
EPCA
Elizabeth Park Capital Advisors
Ohio
-$1.1M
5
Goldman Sachs
Goldman Sachs
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$230K -$31.6K -936 -12%
WG
102
Welch Group
Alabama
$220K – – –
TVAMP
103
Tennessee Valley Asset Management Partners
Tennessee
$211K +$211K +6,261 New
OQS
104
Occudo Quantitative Strategies
Florida
$207K +$207K +6,140 New
VOYA Investment Management
105
VOYA Investment Management
Georgia
$203K +$203K +6,001 New
Citigroup
106
Citigroup
New York
$200K -$204K -6,032 -50%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$200K +$200K +5,926 New
HCA
108
Harbor Capital Advisors
Illinois
$183K +$14.4K +428 +9%
HWA
109
HHM Wealth Advisors
Tennessee
$172K +$8.99K +266 +6%
ACM
110
Aquatic Capital Management
Illinois
$159K +$57.5K +1,701 +56%
SG Americas Securities
111
SG Americas Securities
New York
$156K -$117K -3,473 -43%
Lazard Asset Management
112
Lazard Asset Management
New York
$128K +$128K +3,790 New
PFSRSONJ
113
Police & Firemen's Retirement System of New Jersey
New Jersey
$121K – – –
New York State Common Retirement Fund
114
New York State Common Retirement Fund
New York
$119K -$101K -3,000 -46%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$84K -$475 -14 -0.6%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$75.8K +$14.8K +438 +24%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$65.7K -$135 -4 -0.2%
TRCT
118
Tower Research Capital (TRC)
New York
$64K +$40.6K +1,202 +173%
AIP
119
Ameritas Investment Partners
Nebraska
$52.8K – – –
EWA
120
EverSource Wealth Advisors
Alabama
$50.6K +$15.9K +472 +46%
PG
121
Proffitt & Goodson
Tennessee
$48.3K – – –
Legal & General Group
122
Legal & General Group
United Kingdom
$47.2K -$2.74K -81 -5%
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$40.8K +$236 +7 +0.6%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$39.5K +$811 +24 +2%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$33.6K – – –
3 4
5
6 7