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SmartFinancial
SMBK

175 hedge funds and large institutions have $424M invested in SmartFinancial in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

22% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 46

8% more capital invested

Capital invested by funds: $393M → $424M (+$30.4M)

5% more funds holding

Funds holding: 166 → 175 (+9)

1.05% more ownership

Funds ownership: 62.41% → 63.46% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
175
Holders Change
+9
Holders Change %
+5.42%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
56
Reduced
46
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Basswood Capital Management
New York
+$6.71M
2
State Street
State Street
Massachusetts
+$4.38M
3
First Eagle Investment Management
First Eagle Investment Management
New York
+$2.84M
4
American Century Companies
American Century Companies
Missouri
+$2.34M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.79M

Top Sellers

1
AU
Algebris (UK)
United Kingdom
-$2.16M
2
Jane Street
Jane Street
New York
-$2.13M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.09M
4
BFC
Banc Funds Company
Illinois
-$2M
5
PCMF
Private Capital Management (Florida)
Florida
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
151
Quadrant Capital Group
Ohio
$8.64K – – –
UBS AM
152
UBS AM
Illinois
$8.13K +$119 +3 +1%
AAP
153
Arax Advisory Partners
Colorado
$7.23K -$277 -7 -4%
SAM
154
Smartleaf Asset Management
Massachusetts
$7.04K – – –
Jones Financial Companies
155
Jones Financial Companies
Missouri
$6.7K +$6.92K +175 New
Optiver Holding
156
Optiver Holding
Netherlands
$5.78K +$316 +8 +6%
GI
157
GAMMA Investing
California
$5.08K – – –
Royal Bank of Canada
158
Royal Bank of Canada
Ontario, Canada
$5K -$10.2K -258 -65%
AF
159
Allworth Financial
California
$4.46K +$1.38K +35 +44%
MPWT
160
MassMutual Private Wealth & Trust
Connecticut
$3.71K – – –
Simplex Trading
161
Simplex Trading
Illinois
$3.63K -$711 -18 -16%
LFG
162
Larson Financial Group
Missouri
$3.13K – – –
IA
163
IFP Advisors
Florida
$1.37K – – –
CCM
164
Chilton Capital Management
Texas
$1.09K – – –
HNB
165
Huntington National Bank
Ohio
$1.02K – – –
TWD
166
True Wealth Design
Ohio
$977 – – –
Osaic Holdings
167
Osaic Holdings
Arizona
$899 -$13.2K -333 -94%
RIL
168
Rothschild Investment LLC
Illinois
$821 +$158 +4 +24%
BWA
169
Basecamp Wealth Advisors
Washington
$664 +$672 +17 New
FFA
170
Farther Finance Advisors
California
$629 – – –
MCM
171
MAI Capital Management
Ohio
$509 +$237 +6 +86%
RFP
172
Root Financial Partners
California
$508 +$514 +13 New
US Bancorp
173
US Bancorp
Minnesota
$313 +$316 +8 New
AssetMark Inc
174
AssetMark Inc
California
$234 – – –
Two Sigma Advisers
175
Two Sigma Advisers
New York
– -$2.29M -61,900 Closed
4 5 6
7
8

SMBK Hedge Fund Activity: Q1 2026 in Review

175 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in SmartFinancial (SMBK) for Q1 2026, worth a combined $424M — up 7.7% from $393M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SMBK positions and 12 closed out — a net gain of 12 holders — while 56 added to existing stakes and 46 trimmed.

The largest buyer was Basswood Capital Management, opening a new position worth an estimated $6.71M. The largest seller was Algebris (UK), exiting entirely with an estimated $2.16M sold.

  • 175 institutional investors held SmartFinancial (SMBK) as of Q1 2026, up from 166 in Q4 2025.
  • Funds reported $424M of SmartFinancial stock for Q1 2026, up 7.7% quarter-over-quarter.
  • 24 funds opened new SmartFinancial positions in Q1 2026 and 12 closed out, a net change of +12 holders.
  • The largest SmartFinancial buyer in Q1 2026 was Basswood Capital Management, an estimated $6.71M added.
  • The largest SmartFinancial seller in Q1 2026 was Algebris (UK), an estimated $2.16M sold.

Based on aggregated 13F filings for Q1 2026.