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SmartFinancial
SMBK

Overview Fund Activity

145 hedge funds and large institutions have $331M invested in SmartFinancial in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
59
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
CSM Advisors
Pennsylvania
$6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$19.7M
3
ZIM
3
Zacks Investment Management
Illinois
$2.15M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$7.46M
5
NRCM
5
North Reef Capital Management
California
$1.56M

Top Sellers

1
CCA
1
Cravens & Co Advisors
Tennessee
$9.45M
2
BlackRock
2
BlackRock
New York
$43.8M
3
BFC
3
Banc Funds Company
Illinois
$6.78M
4
EPCA
4
Elizabeth Park Capital Advisors
Ohio
$2.73M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.49M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
151
Smartleaf Asset Management
Massachusetts
– – -182 Closed
CCM
152
Coldstream Capital Management
Washington
– – -62 Closed
PFBT
153
Parkside Financial Bank & Trust
Missouri
– – -15 Closed
SC
154
Stephens Consulting
Michigan
– – -10 Closed
3 4 5 6
7