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SmartFinancial

139 hedge funds and large institutions have $303M invested in SmartFinancial in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
42
Reduced
50
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
126
NewEdge Advisors
Louisiana
$11.3K +$11.3K +362 New
SCM
127
Sterling Capital Management
North Carolina
$8.52K -$7.34K -236 -46%
S
128
SignatureFD
Georgia
$5.78K +$31 +1 +0.5%
SAM
129
Smartleaf Asset Management
Massachusetts
$5.68K
LC
130
Lindbrook Capital
California
$4.38K -$186 -6 -4%
MPWT
131
MassMutual Private Wealth & Trust
Connecticut
$2.95K
GI
132
GAMMA Investing
California
$2.15K +$1.8K +58 +527%
CCM
133
Coldstream Capital Management
Washington
$1.93K +$1.93K +62 New
HNB
134
Huntington National Bank
Ohio
$808
AF
135
Allworth Financial
California
$484 -$3.42K -113 -88%
PFBT
136
Parkside Financial Bank & Trust
Missouri
$467 +$467 +15 New
RIL
137
Rothschild Investment LLC
Illinois
$311 +$156 +5 +100%
SC
138
Stephens Consulting
Michigan
$311 +$311 +10 New
IA
139
IFP Advisors
Florida
$31
EI
140
EAM Investors
California
-$579K -18,694 Closed
XT
141
XTX Topco
Cayman Islands
-$296K -9,543 Closed
VIA
142
Virtus Investment Advisers
Connecticut
-$124K -4,000 Closed
AAP
143
Arax Advisory Partners
Colorado
-$5.95K -192 Closed
PD
144
Point72 (DIFC)
United Arab Emirates
-$5.51K -178 Closed
RS
145
R Squared
Hong Kong
-$4.8K -155 Closed
US Bancorp
146
US Bancorp
Minnesota
-$1.77K -57 Closed
PA
147
Parallel Advisors
California
-$248 -8 Closed