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SmartFinancial

139 hedge funds and large institutions have $303M invested in SmartFinancial in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
42
Reduced
50
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$44.1M -$454K -14,592 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$24.7M -$721K -23,205 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$24.4M +$884K +28,436 +4%
PCMF
4
Private Capital Management (Florida)
Florida
$16.1M -$149K -4,785 -0.9%
CCA
5
Cravens & Co Advisors
Tennessee
$13.7M -$269K -8,668 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$13.1M -$523K -16,818 -4%
State Street
7
State Street
Massachusetts
$10.6M -$97.5K -3,137 -0.9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$10.6M +$214K +6,888 +2%
BFC
9
Banc Funds Company
Illinois
$9.17M -$2.1M -67,522 -19%
American Century Companies
10
American Century Companies
Missouri
$8.59M +$47K +1,511 +0.5%
SM
11
Salzhauer Michael
$7.43M +$10.9K +350 +0.1%
AllianceBernstein
12
AllianceBernstein
Tennessee
$5.95M -$524K -16,862 -8%
FP
13
Foundry Partners
Minnesota
$5.69M -$34.2K -1,100 -0.6%
Renaissance Technologies
14
Renaissance Technologies
New York
$4.95M +$622K +20,000 +14%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$4.87M +$283K +9,122 +6%
Morgan Stanley
16
Morgan Stanley
New York
$4.64M +$26.7K +859 +0.6%
SCA
17
Stieven Capital Advisors
Missouri
$4.59M -$80.8K -2,600 -2%
DRZID
18
DePrince Race & Zollo Inc (DRZ)
Florida
$4.3M -$1.45M -46,809 -25%
Northern Trust
19
Northern Trust
Illinois
$3.97M -$28.5K -918 -0.7%
HIM
20
Hillsdale Investment Management
Ontario, Canada
$3.85M +$124K +4,000 +3%
BCM
21
Bridgeway Capital Management
Texas
$3.8M -$154K -4,968 -4%
EPCA
22
Elizabeth Park Capital Advisors
Ohio
$3.53M -$441K -14,203 -11%
Goldman Sachs
23
Goldman Sachs
New York
$3.26M -$386K -12,417 -11%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$3.1M -$950K -30,553 -23%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$2.8M +$452K +14,535 +19%