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SmartFinancial

160 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, 49 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

6% more funds holding

Funds holding: 151160 (+9)

5% more capital invested

Capital invested by funds: $333M → $351M (+$18.2M)

0.77% more ownership

Funds ownership: 57.92%58.69% (+0.77%)

13% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 56

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
160
Holders Change
+9
Holders Change %
+5.96%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
49
Reduced
56
Closed
11
Calls
Puts
Net Calls
Net Calls Change
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 -$120K -3,350 -71%
Citigroup
128
Citigroup
New York
$48.6K -$164K -4,575 -77%
AIP
129
Ameritas Investment Partners
Nebraska
$43.4K -$12.5K -349 -22%
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 +$34.7K +970 New
California State Teachers Retirement System (CalSTRS)
133
California State Teachers Retirement System (CalSTRS)
California
$32.4K +$36 +1 +0.1%
SCM
134
Sterling Capital Management
North Carolina
$29.9K +$18.1K +505 +153%
TRCT
135
Tower Research Capital (TRC)
New York
$29.1K -$38.6K -1,080 -57%
PAS
136
Point72 Asia (Singapore)
Singapore
$27.1K -$6.33K -177 -19%
VCM
137
Versant Capital Management
Arizona
$24.1K
SOADOR
138
State of Alaska Department of Revenue
Alaska
$24K +$24.4K +681 New
Royal Bank of Canada
139
Royal Bank of Canada
Ontario, Canada
$20K -$400K -11,169 -95%
AB
140
Amalgamated Bank
New York
$19K
ASN
141
Advisory Services Network
Georgia
$18K +$18.1K +505 New
CFB
142
Cullen/Frost Bankers
Texas
$17K -$179 -5 -1%
EP
143
Essential Partners
California
$10.1K +$1.61K +45 +19%
QCG
144
Quadrant Capital Group
Ohio
$7.9K +$7.91K +221 New
PD
145
Point72 (DIFC)
United Arab Emirates
$6.54K +$2.83K +79 +76%
SAM
146
Smartleaf Asset Management
Massachusetts
$6.52K +$6.51K +182 New
S
147
SignatureFD
Georgia
$5.86K
Optiver Holding
148
Optiver Holding
Netherlands
$5K +$5.01K +140 New
GI
149
GAMMA Investing
California
$4.97K
MPWT
150
MassMutual Private Wealth & Trust
Connecticut
$3.39K