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SmartFinancial

166 hedge funds and large institutions have $393M invested in SmartFinancial in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 45

12% more capital invested

Capital invested by funds: $351M → $393M (+$42.1M)

4% more funds holding

Funds holding: 160166 (+6)

3.72% more ownership

Funds ownership: 58.69%62.41% (+3.7%)

Holders
166
Holders Change
+6
Holders Change %
+3.75%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
19
Increased
62
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$44.6K
TWM
127
Tripletail Wealth Management
Florida
$40.1K
Ohio Public Employees Retirement System (OPERS)
128
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.8K
California State Teachers Retirement System (CalSTRS)
129
California State Teachers Retirement System (CalSTRS)
California
$33.1K -$471 -13 -1%
EWA
130
EverSource Wealth Advisors
Alabama
$28.4K -$26.4K -729 -49%
SCM
131
Sterling Capital Management
North Carolina
$26.5K -$4.34K -120 -14%
VCM
132
Versant Capital Management
Arizona
$24.9K
KAS
133
Kemnay Advisory Services
New York
$24.6K +$24K +664 New
PG
134
Proffitt & Goodson
Tennessee
$22.2K -$30K -829 -58%
CFB
135
Cullen/Frost Bankers
Texas
$21.6K +$3.87K +107 +22%
AB
136
Amalgamated Bank
New York
$17K -$3.15K -87 -16%
TRCT
137
Tower Research Capital (TRC)
New York
$15.7K -$14.1K -390 -48%
SAG
138
SageView Advisory Group
California
$15.4K +$15.1K +416 New
Royal Bank of Canada
139
Royal Bank of Canada
Ontario, Canada
$15K -$5.61K -155 -28%
Osaic Holdings
140
Osaic Holdings
Arizona
$13.2K +$12.1K +333 +1,448%
EP
141
Essential Partners
California
$10.8K +$398 +11 +4%
PWPS
142
Pinnacle Wealth Planning Services
Ohio
$10.4K +$10.2K +282 New
HIM
143
Hillsdale Investment Management
Ontario, Canada
$8.51K -$3.71M -102,451 -100%
S
144
SignatureFD
Georgia
$8.4K +$2.28K +63 +38%
QCG
145
Quadrant Capital Group
Ohio
$8.18K
UBS AM
146
UBS AM
Illinois
$7.58K +$7.42K +205 New
AAP
147
Arax Advisory Partners
Colorado
$7.1K -$56.8K -1,568 -89%
ACM
148
Aquatic Capital Management
Illinois
$7.03K -$42.8K -1,181 -86%
SAM
149
Smartleaf Asset Management
Massachusetts
$6.75K
Optiver Holding
150
Optiver Holding
Netherlands
$5.18K