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SmartFinancial
SMBK

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: 151 → 160 (+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: 2 → 1 (-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
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$2.77M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.32M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$2.26M
4
First Trust Advisors
First Trust Advisors
Illinois
+$1.62M
5
NRCM
North Reef Capital Management
California
+$1.38M

Top Sellers

1
CCA
Cravens & Co Advisors
Tennessee
-$2.12M
2
HIM
Hillsdale Investment Management
Ontario, Canada
-$2.06M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.71M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.71M
5
BlackRock
BlackRock
New York
-$1.32M
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
3 4 5 6
7

SMBK Hedge Fund Activity: Q3 2025 in Review

160 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in SmartFinancial (SMBK) for Q3 2025, worth a combined $351M — up 5.5% from $333M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SMBK positions and 11 closed out — a net gain of 10 holders — while 49 added to existing stakes and 56 trimmed.

The largest buyer was Charles Schwab, adding an estimated $2.77M. The largest seller was Cravens & Co Advisors, cutting an estimated $2.12M.

  • 160 institutional investors held SmartFinancial (SMBK) as of Q3 2025, up from 151 in Q2 2025.
  • Funds reported $351M of SmartFinancial stock for Q3 2025, up 5.5% quarter-over-quarter.
  • 21 funds opened new SmartFinancial positions in Q3 2025 and 11 closed out, a net change of +10 holders.
  • The largest SmartFinancial buyer in Q3 2025 was Charles Schwab, an estimated $2.77M added.
  • The largest SmartFinancial seller in Q3 2025 was Cravens & Co Advisors, an estimated $2.12M sold.

Based on aggregated 13F filings for Q3 2025.