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SmartFinancial
SMBK

Overview Fund Activity

145 hedge funds and large institutions have $331M invested in SmartFinancial in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
59
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
CSM Advisors
Pennsylvania
$6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$19.7M
3
ZIM
3
Zacks Investment Management
Illinois
$2.15M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$7.46M
5
NRCM
5
North Reef Capital Management
California
$1.56M

Top Sellers

1
CCA
1
Cravens & Co Advisors
Tennessee
$9.45M
2
BlackRock
2
BlackRock
New York
$43.8M
3
BFC
3
Banc Funds Company
Illinois
$6.78M
4
EPCA
4
Elizabeth Park Capital Advisors
Ohio
$2.73M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.49M
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
126
California State Teachers Retirement System (CalSTRS)
California
$30.6K 907 -245 -21%
VCM
127
Versant Capital Management
Arizona
$22.8K 674 – –
AB
128
Amalgamated Bank
New York
$18K 544 – –
CFB
129
Cullen/Frost Bankers
Texas
$16.2K 481 +481 New
SCM
130
Sterling Capital Management
North Carolina
$11.2K 331 +57 +21%
S
131
SignatureFD
Georgia
$5.54K 164 -22 -12%
GI
132
GAMMA Investing
California
$4.7K 139 +70 +101%
Federated Hermes
133
Federated Hermes
Pennsylvania
$4.12K 122 +122 New
PD
134
Point72 (DIFC)
United Arab Emirates
$3.51K 104 +104 New
MPWT
135
MassMutual Private Wealth & Trust
Connecticut
$3.21K 95 – –
AF
136
Allworth Financial
California
$2.8K 83 +67 +419%
HNB
137
Huntington National Bank
Ohio
$2.26K 67 +41 +158%
LFG
138
Larson Financial Group
Missouri
$2.13K 63 +63 New
MCM
139
MAI Capital Management
Ohio
$1.28K 38 +38 New
IA
140
IFP Advisors
Florida
$1.25K 23 +22 +2,200%
C
141
Covestor
United Kingdom
$1K 29 +29 New
TWD
142
True Wealth Design
Ohio
$845 25 +25 New
Osaic Holdings
143
Osaic Holdings
Arizona
$507 15 +15 New
US Bancorp
144
US Bancorp
Minnesota
$236 7 +7 New
RIL
145
Rothschild Investment LLC
Illinois
$169 5 -5 -50%
ECM
146
ExodusPoint Capital Management
New York
– – -11,873 Closed
GCP
147
GSA Capital Partners
United Kingdom
– – -8,174 Closed
CF
148
Corebridge Financial
Texas
– – -7,790 Closed
VEA
149
Virtus ETF Advisers
New York
– – -4,163 Closed
QCG
150
Quadrant Capital Group
Ohio
– – -369 Closed
3 4 5
6
7