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SmartFinancial

159 hedge funds and large institutions have $351M invested in SmartFinancial in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

14% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 56

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
159
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$2.12M
2 -$2.06M
3 -$1.71M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.71M
5
BlackRock
BlackRock
New York
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
126
Legal & General Group
United Kingdom
$49.9K
ACM
127
Aquatic Capital Management
Illinois
$49K
Citigroup
128
Citigroup
New York
$48.6K
AIP
129
Ameritas Investment Partners
Nebraska
$43.4K
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$43.1K
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.6K
TWM
132
Tripletail Wealth Management
Florida
$34.9K
California State Teachers Retirement System (CalSTRS)
133
California State Teachers Retirement System (CalSTRS)
California
$32.4K
SCM
134
Sterling Capital Management
North Carolina
$29.9K
TRCT
135
Tower Research Capital (TRC)
New York
$29.1K
PAS
136
Point72 Asia (Singapore)
Singapore
$27.1K
VCM
137
Versant Capital Management
Arizona
$24.1K
SOADOR
138
State of Alaska Department of Revenue
Alaska
$24K
Royal Bank of Canada
139
Royal Bank of Canada
Ontario, Canada
$20K
AB
140
Amalgamated Bank
New York
$19K
ASN
141
Advisory Services Network
Georgia
$18K
CFB
142
Cullen/Frost Bankers
Texas
$17K
QCG
143
Quadrant Capital Group
Ohio
$7.9K
PD
144
Point72 (DIFC)
United Arab Emirates
$6.54K
SAM
145
Smartleaf Asset Management
Massachusetts
$6.52K
S
146
SignatureFD
Georgia
$5.86K
Optiver Holding
147
Optiver Holding
Netherlands
$5K
GI
148
GAMMA Investing
California
$4.97K
MPWT
149
MassMutual Private Wealth & Trust
Connecticut
$3.39K
AF
150
Allworth Financial
California
$3K