SMBK icon

SmartFinancial

159 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, 48 increasing their positions, 56 reducing their positions, and 11 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:

14% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 56

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
159
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$2.12M
2 -$2.06M
3 -$1.71M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.71M
5
BlackRock
BlackRock
New York
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
101
Wealth Preservation Advisors
Tennessee
$248K
YMRC
102
Yorktown Management & Research Company
Virginia
$241K
Mirae Asset Global ETFs Holdings
103
Mirae Asset Global ETFs Holdings
Hong Kong
$239K
EC
104
EntryPoint Capital
New York
$235K
WG
105
Welch Group
Alabama
$232K
KPWS
106
Kestra Private Wealth Services
Texas
$232K
TVAMP
107
Tennessee Valley Asset Management Partners
Tennessee
$224K
RCM
108
Ridgepath Capital Management
Tennessee
$221K
OQS
109
Occudo Quantitative Strategies
Florida
$208K
IIM
110
INTECH Investment Management
Florida
$207K
Marshall Wace
111
Marshall Wace
United Kingdom
$205K
HCA
112
Harbor Capital Advisors
Illinois
$198K
HWA
113
HHM Wealth Advisors
Tennessee
$182K
PFSRSONJ
114
Police & Firemen's Retirement System of New Jersey
New Jersey
$162K
New York State Common Retirement Fund
115
New York State Common Retirement Fund
New York
$151K
VEA
116
Virtus ETF Advisers
New York
$149K
SG Americas Securities
117
SG Americas Securities
New York
$137K
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$113K
A
119
AlphaQuest
New York
$101K
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$86.4K
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$69.5K
AAP
122
Arax Advisory Partners
Colorado
$62.9K
EWA
123
EverSource Wealth Advisors
Alabama
$53.5K
PG
124
Proffitt & Goodson
Tennessee
$51.1K
Fidelity Investments
125
Fidelity Investments
Massachusetts
$50.2K