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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
AF
151
Allworth Financial
California
$3K +$36 +1 +1%
LFG
152
Larson Financial Group
Missouri
$2.86K +$608 +17 +27%
IA
153
IFP Advisors
Florida
$1.25K +$429 +12 +52%
C
154
Covestor
United Kingdom
$1K +$72 +2 +7%
HNB
155
Huntington National Bank
Ohio
$929 -$1.47K -41 -61%
TWD
156
True Wealth Design
Ohio
$894
Osaic Holdings
157
Osaic Holdings
Arizona
$822 +$286 +8 +53%
AssetMark Inc
158
AssetMark Inc
California
$214 +$215 +6 New
RIL
159
Rothschild Investment LLC
Illinois
$179
FFA
160
Farther Finance Advisors
California
$179 +$179 +5 New
Citadel Advisors
161
Citadel Advisors
Florida
-$1.71M -50,733 Closed
Verition Fund Management
162
Verition Fund Management
Connecticut
-$711K -21,045 Closed
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
-$657K -19,437 Closed
Squarepoint
164
Squarepoint
New York
-$626K -18,527 Closed
RA
165
RFG Advisory
Alabama
-$233K -6,912 Closed
VOYA Investment Management
166
VOYA Investment Management
Georgia
-$203K -6,001 Closed
Manulife (Manufacturers Life Insurance)
167
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$200K -5,926 Closed
Lazard Asset Management
168
Lazard Asset Management
New York
-$128K -3,790 Closed
MCM
169
MAI Capital Management
Ohio
-$1.28K -38 Closed
CIBC Private Wealth Group
170
CIBC Private Wealth Group
Georgia
-$270 -8 Closed
US Bancorp
171
US Bancorp
Minnesota
-$236 -7 Closed