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SmartFinancial
SMBK

Overview Fund Activity

147 hedge funds and large institutions have $332M invested in SmartFinancial in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+8
Holders Change %
+5.76%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
59
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
CSM Advisors
Pennsylvania
+$6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$5.46M
3
ZIM
Zacks Investment Management
Illinois
+$2.15M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.08M
5
NRCM
North Reef Capital Management
California
+$1.56M

Top Sellers

1
CCA
Cravens & Co Advisors
Tennessee
-$5.41M
2
BlackRock
BlackRock
New York
-$4.11M
3
BFC
Banc Funds Company
Illinois
-$3.19M
4
EPCA
Elizabeth Park Capital Advisors
Ohio
-$1.1M
5
Goldman Sachs
Goldman Sachs
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
VEA
151
Virtus ETF Advisers
New York
– -$129K -4,163 Closed
QCG
152
Quadrant Capital Group
Ohio
– -$11.5K -369 Closed
SAM
153
Smartleaf Asset Management
Massachusetts
– -$5.68K -182 Closed
CCM
154
Coldstream Capital Management
Washington
– -$1.93K -62 Closed
PFBT
155
Parkside Financial Bank & Trust
Missouri
– -$467 -15 Closed
SC
156
Stephens Consulting
Michigan
– -$311 -10 Closed
3 4 5 6
7