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SmartFinancial
SMBK

Overview Fund Activity

147 hedge funds and large institutions have $332M invested in SmartFinancial in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+8
Holders Change %
+5.76%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
59
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
CSM Advisors
Pennsylvania
+$6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$5.46M
3
ZIM
Zacks Investment Management
Illinois
+$2.15M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.08M
5
NRCM
North Reef Capital Management
California
+$1.56M

Top Sellers

1
CCA
Cravens & Co Advisors
Tennessee
-$5.41M
2
BlackRock
BlackRock
New York
-$4.11M
3
BFC
Banc Funds Company
Illinois
-$3.19M
4
EPCA
Elizabeth Park Capital Advisors
Ohio
-$1.1M
5
Goldman Sachs
Goldman Sachs
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
126
Point72 Asia (Singapore)
Singapore
$31.6K +$17.9K +529 +130%
California State Teachers Retirement System (CalSTRS)
127
California State Teachers Retirement System (CalSTRS)
California
$30.6K -$8.28K -245 -21%
VCM
128
Versant Capital Management
Arizona
$22.8K – – –
AB
129
Amalgamated Bank
New York
$18K – – –
CFB
130
Cullen/Frost Bankers
Texas
$16.2K +$16.2K +481 New
SCM
131
Sterling Capital Management
North Carolina
$11.2K +$1.93K +57 +21%
S
132
SignatureFD
Georgia
$5.54K -$743 -22 -12%
GI
133
GAMMA Investing
California
$4.7K +$2.36K +70 +101%
Federated Hermes
134
Federated Hermes
Pennsylvania
$4.12K +$4.12K +122 New
PD
135
Point72 (DIFC)
United Arab Emirates
$3.51K +$3.51K +104 New
MPWT
136
MassMutual Private Wealth & Trust
Connecticut
$3.21K – – –
AF
137
Allworth Financial
California
$2.8K +$2.26K +67 +419%
HNB
138
Huntington National Bank
Ohio
$2.26K +$1.39K +41 +158%
LFG
139
Larson Financial Group
Missouri
$2.13K +$2.13K +63 New
MCM
140
MAI Capital Management
Ohio
$1.28K +$1.28K +38 New
IA
141
IFP Advisors
Florida
$1.25K +$1.2K +22 +2,200%
C
142
Covestor
United Kingdom
$1K +$1K +29 New
TWD
143
True Wealth Design
Ohio
$845 +$845 +25 New
Osaic Holdings
144
Osaic Holdings
Arizona
$507 +$507 +15 New
CIBC Private Wealth Group
145
CIBC Private Wealth Group
Georgia
$270 +$270 +8 New
US Bancorp
146
US Bancorp
Minnesota
$236 +$236 +7 New
RIL
147
Rothschild Investment LLC
Illinois
$169 -$169 -5 -50%
ECM
148
ExodusPoint Capital Management
New York
– -$369K -11,873 Closed
GCP
149
GSA Capital Partners
United Kingdom
– -$254K -8,174 Closed
CF
150
Corebridge Financial
Texas
– -$242K -7,790 Closed
3 4 5
6
7