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SmartFinancial

160 hedge funds and large institutions have $351M invested in SmartFinancial in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

6% more funds holding

Funds holding: 151160 (+9)

5% more capital invested

Capital invested by funds: $333M → $351M (+$18.2M)

0.77% more ownership

Funds ownership: 57.92%58.69% (+0.77%)

13% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 56

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
160
Holders Change
+9
Holders Change %
+5.96%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
49
Reduced
56
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
101
Wealth Preservation Advisors
Tennessee
$248K
YMRC
102
Yorktown Management & Research Company
Virginia
$241K +$242K +6,750 New
Mirae Asset Global ETFs Holdings
103
Mirae Asset Global ETFs Holdings
Hong Kong
$239K -$46K -1,286 -16%
EC
104
EntryPoint Capital
New York
$235K +$235K +6,570 New
WG
105
Welch Group
Alabama
$232K
KPWS
106
Kestra Private Wealth Services
Texas
$232K +$232K +6,488 New
TVAMP
107
Tennessee Valley Asset Management Partners
Tennessee
$224K
RCM
108
Ridgepath Capital Management
Tennessee
$221K -$2.08K -58 -0.9%
OQS
109
Occudo Quantitative Strategies
Florida
$208K -$11.3K -315 -5%
IIM
110
INTECH Investment Management
Florida
$207K -$70.6K -1,972 -25%
Marshall Wace
111
Marshall Wace
United Kingdom
$205K -$376K -10,497 -65%
HCA
112
Harbor Capital Advisors
Illinois
$198K +$3.83K +107 +2%
HWA
113
HHM Wealth Advisors
Tennessee
$182K
PFSRSONJ
114
Police & Firemen's Retirement System of New Jersey
New Jersey
$162K +$34.6K +967 +27%
New York State Common Retirement Fund
115
New York State Common Retirement Fund
New York
$151K +$25K +700 +20%
VEA
116
Virtus ETF Advisers
New York
$149K
SG Americas Securities
117
SG Americas Securities
New York
$137K -$28.1K -785 -17%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$113K +$24.5K +685 +28%
A
119
AlphaQuest
New York
$101K -$211K -5,910 -68%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$86.4K +$6.26K +175 +8%
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$69.5K
AAP
122
Arax Advisory Partners
Colorado
$62.9K +$63K +1,760 New
EWA
123
EverSource Wealth Advisors
Alabama
$53.5K -$36 -1 -0.1%
PG
124
Proffitt & Goodson
Tennessee
$51.1K
Fidelity Investments
125
Fidelity Investments
Massachusetts
$50.2K +$8.48K +237 +20%