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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
GI
151
GAMMA Investing
California
$4.81K -$326 -9 -6%
Simplex Trading
152
Simplex Trading
Illinois
$4.11K +$4.02K +111 New
MPWT
153
MassMutual Private Wealth & Trust
Connecticut
$3.51K
LFG
154
Larson Financial Group
Missouri
$2.96K
AF
155
Allworth Financial
California
$2.92K -$181 -5 -6%
QL
156
Quarry LP
New York
$1.85K +$1.81K +50 New
IA
157
IFP Advisors
Florida
$1.29K
CCM
158
Chilton Capital Management
Texas
$1.04K +$1.01K +28 New
C
159
Covestor
United Kingdom
$1K
HNB
160
Huntington National Bank
Ohio
$962
TWD
161
True Wealth Design
Ohio
$925
RIL
162
Rothschild Investment LLC
Illinois
$629 +$434 +12 +240%
FFA
163
Farther Finance Advisors
California
$592 +$398 +11 +220%
MCM
164
MAI Capital Management
Ohio
$259 +$253 +7 New
AssetMark Inc
165
AssetMark Inc
California
$222
ACA
166
American Capital Advisory
Idaho
$37 +$36 +1 New
BFM
167
Boothbay Fund Management
New York
-$1.59M -44,391 Closed
SWGC
168
Summit Wealth Group (Colorado)
Colorado
-$2.68M -27,899 Closed
PFO
169
PMC FIG Opportunities
Israel
-$826K -23,124 Closed
TI
170
Trexquant Investment
Connecticut
-$587K -16,441 Closed
EGM
171
Engineers Gate Manager
New York
-$343K -9,588 Closed
PAP
172
Persistent Asset Partners
Hong Kong
-$267K -7,485 Closed
IIM
173
INTECH Investment Management
Florida
-$207K -5,791 Closed
ASN
174
Advisory Services Network
Georgia
-$18K -505 Closed