We are live on ! Find out more
SMBK icon

SmartFinancial

166 hedge funds and large institutions have $393M invested in SmartFinancial in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 45

12% more capital invested

Capital invested by funds: $351M → $393M (+$42.1M)

4% more funds holding

Funds holding: 160166 (+6)

3.72% more ownership

Funds ownership: 58.69%62.41% (+3.7%)

Holders
166
Holders Change
+6
Holders Change %
+3.75%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
19
Increased
62
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
101
Aptus Capital Advisors
Alabama
$281K +$1.16K +32 +0.4%
VCM
102
Voleon Capital Management
California
$264K +$259K +7,145 New
WPA
103
Wealth Preservation Advisors
Tennessee
$257K
YMRC
104
Yorktown Management & Research Company
Virginia
$250K
Mirae Asset Global ETFs Holdings
105
Mirae Asset Global ETFs Holdings
Hong Kong
$249K +$2.28K +63 +0.9%
EC
106
EntryPoint Capital
New York
$243K
KPWS
107
Kestra Private Wealth Services
Texas
$241K +$507 +14 +0.2%
WG
108
Welch Group
Alabama
$240K
TVAMP
109
Tennessee Valley Asset Management Partners
Tennessee
$232K
RCM
110
Ridgepath Capital Management
Tennessee
$221K
HCA
111
Harbor Capital Advisors
Illinois
$217K +$11.6K +321 +6%
A
112
AlphaQuest
New York
$206K +$99.3K +2,744 +97%
HWA
113
HHM Wealth Advisors
Tennessee
$188K
Fidelity Investments
114
Fidelity Investments
Massachusetts
$172K +$117K +3,234 +230%
New York State Common Retirement Fund
115
New York State Common Retirement Fund
New York
$157K
VEA
116
Virtus ETF Advisers
New York
$154K
QT
117
Quantbot Technologies
New York
$152K +$149K +4,105 New
PFSRSONJ
118
Police & Firemen's Retirement System of New Jersey
New Jersey
$130K -$37.2K -1,027 -23%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$108K -$8.8K -243 -8%
Citigroup
120
Citigroup
New York
$105K +$53.8K +1,486 +109%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$88.5K -$941 -26 -1%
SOADOR
122
State of Alaska Department of Revenue
Alaska
$77K +$51.5K +1,424 +209%
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$71.9K
Legal & General Group
124
Legal & General Group
United Kingdom
$50.7K -$905 -25 -2%
AIP
125
Ameritas Investment Partners
Nebraska
$44.9K