SmartFinancial
SMBK
139 hedge funds and large institutions have $303M invested in SmartFinancial in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 8 closing their positions.
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
9% more funds holding
Funds holding: 128 → 139 (+11)
2% more capital invested
Capital invested by funds: $298M → $303M (+$4.76M)
0.43% more ownership
Funds ownership: 56.87% → 57.3% (+0.43%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
14% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.04M |
| 2 |
Jane Street
New York
|
+$1.02M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$945K |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$917K |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$888K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$2.24M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$1.56M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$1.02M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$771K |
| 5 |
BFM
Boothbay Fund Management
New York
|
-$658K |
SMBK Hedge Fund Activity: Q1 2025 in Review
139 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in SmartFinancial (SMBK) for Q1 2025, worth a combined $303M — up 1.6% from $298M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SMBK positions and 8 closed out — a net gain of 11 holders — while 43 added to existing stakes and 50 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $1.04M. The largest seller was Banc Funds Company, cutting an estimated $2.24M.
- 139 institutional investors held SmartFinancial (SMBK) as of Q1 2025, up from 128 in Q4 2024.
- Funds reported $303M of SmartFinancial stock for Q1 2025, up 1.6% quarter-over-quarter.
- 19 funds opened new SmartFinancial positions in Q1 2025 and 8 closed out, a net change of +11 holders.
- The largest SmartFinancial buyer in Q1 2025 was AQR Capital Management, an estimated $1.04M added.
- The largest SmartFinancial seller in Q1 2025 was Banc Funds Company, an estimated $2.24M sold.
Based on aggregated 13F filings for Q1 2025.