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SmartFinancial

149 hedge funds and large institutions have $333M invested in SmartFinancial in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
126
Fidelity Investments
Massachusetts
$39.5K
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$33.6K
PAS
128
Point72 Asia (Singapore)
Singapore
$31.6K
California State Teachers Retirement System (CalSTRS)
129
California State Teachers Retirement System (CalSTRS)
California
$30.6K
VCM
130
Versant Capital Management
Arizona
$22.8K
AB
131
Amalgamated Bank
New York
$18K
CFB
132
Cullen/Frost Bankers
Texas
$16.2K
SCM
133
Sterling Capital Management
North Carolina
$11.2K
S
134
SignatureFD
Georgia
$5.54K
GI
135
GAMMA Investing
California
$4.7K
Federated Hermes
136
Federated Hermes
Pennsylvania
$4.12K
PD
137
Point72 (DIFC)
United Arab Emirates
$3.51K
MPWT
138
MassMutual Private Wealth & Trust
Connecticut
$3.21K
AF
139
Allworth Financial
California
$2.8K
HNB
140
Huntington National Bank
Ohio
$2.26K
LFG
141
Larson Financial Group
Missouri
$2.13K
MCM
142
MAI Capital Management
Ohio
$1.28K
IA
143
IFP Advisors
Florida
$1.25K
C
144
Covestor
United Kingdom
$1K
TWD
145
True Wealth Design
Ohio
$845
Osaic Holdings
146
Osaic Holdings
Arizona
$507
CIBC Private Wealth Group
147
CIBC Private Wealth Group
Georgia
$270
US Bancorp
148
US Bancorp
Minnesota
$236
RIL
149
Rothschild Investment LLC
Illinois
$169
ECM
150
ExodusPoint Capital Management
New York