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SmartFinancial

156 hedge funds and large institutions have $348M invested in SmartFinancial in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 46 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:

18% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 56

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
156
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
Renaissance Technologies
Renaissance Technologies
New York
-$1.71M
5
BlackRock
BlackRock
New York
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
YMRC
101
Yorktown Management & Research Company
Virginia
$241K
Mirae Asset Global ETFs Holdings
102
Mirae Asset Global ETFs Holdings
Hong Kong
$239K
EC
103
EntryPoint Capital
New York
$235K
WG
104
Welch Group
Alabama
$232K
KPWS
105
Kestra Private Wealth Services
Texas
$232K
TVAMP
106
Tennessee Valley Asset Management Partners
Tennessee
$224K
RCM
107
Ridgepath Capital Management
Tennessee
$221K
OQS
108
Occudo Quantitative Strategies
Florida
$208K
IIM
109
INTECH Investment Management
Florida
$207K
Marshall Wace
110
Marshall Wace
United Kingdom
$205K
HCA
111
Harbor Capital Advisors
Illinois
$198K
HWA
112
HHM Wealth Advisors
Tennessee
$182K
PFSRSONJ
113
Police & Firemen's Retirement System of New Jersey
New Jersey
$162K
New York State Common Retirement Fund
114
New York State Common Retirement Fund
New York
$151K
VEA
115
Virtus ETF Advisers
New York
$149K
SG Americas Securities
116
SG Americas Securities
New York
$137K
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$113K
A
118
AlphaQuest
New York
$101K
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$86.4K
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$69.5K
AAP
121
Arax Advisory Partners
Colorado
$62.9K
EWA
122
EverSource Wealth Advisors
Alabama
$53.5K
PG
123
Proffitt & Goodson
Tennessee
$51.1K
Fidelity Investments
124
Fidelity Investments
Massachusetts
$50.2K
Legal & General Group
125
Legal & General Group
United Kingdom
$49.9K