SMBK icon

SmartFinancial

156 hedge funds and large institutions have $348M invested in SmartFinancial in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 46 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:

18% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 56

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
156
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
Renaissance Technologies
Renaissance Technologies
New York
-$1.71M
5
BlackRock
BlackRock
New York
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
126
Aquatic Capital Management
Illinois
$49K
Citigroup
127
Citigroup
New York
$48.6K
AIP
128
Ameritas Investment Partners
Nebraska
$43.4K
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$43.1K
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.6K
TWM
131
Tripletail Wealth Management
Florida
$34.9K
California State Teachers Retirement System (CalSTRS)
132
California State Teachers Retirement System (CalSTRS)
California
$32.4K
SCM
133
Sterling Capital Management
North Carolina
$29.9K
TRCT
134
Tower Research Capital (TRC)
New York
$29.1K
PAS
135
Point72 Asia (Singapore)
Singapore
$27.1K
VCM
136
Versant Capital Management
Arizona
$24.1K
SOADOR
137
State of Alaska Department of Revenue
Alaska
$24K
Royal Bank of Canada
138
Royal Bank of Canada
Ontario, Canada
$20K
AB
139
Amalgamated Bank
New York
$19K
ASN
140
Advisory Services Network
Georgia
$18K
CFB
141
Cullen/Frost Bankers
Texas
$17K
QCG
142
Quadrant Capital Group
Ohio
$7.9K
PD
143
Point72 (DIFC)
United Arab Emirates
$6.54K
SAM
144
Smartleaf Asset Management
Massachusetts
$6.52K
S
145
SignatureFD
Georgia
$5.86K
Optiver Holding
146
Optiver Holding
Netherlands
$5K
GI
147
GAMMA Investing
California
$4.97K
MPWT
148
MassMutual Private Wealth & Trust
Connecticut
$3.39K
LFG
149
Larson Financial Group
Missouri
$2.86K
C
150
Covestor
United Kingdom
$1K