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SmartFinancial
SMBK

Overview Fund Activity

147 hedge funds and large institutions have $332M invested in SmartFinancial in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+8
Holders Change %
+5.76%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
59
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
CSM Advisors
Pennsylvania
+$6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$5.46M
3
ZIM
Zacks Investment Management
Illinois
+$2.15M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.08M
5
NRCM
North Reef Capital Management
California
+$1.56M

Top Sellers

1
CCA
Cravens & Co Advisors
Tennessee
-$5.41M
2
BlackRock
BlackRock
New York
-$4.11M
3
BFC
Banc Funds Company
Illinois
-$3.19M
4
EPCA
Elizabeth Park Capital Advisors
Ohio
-$1.1M
5
Goldman Sachs
Goldman Sachs
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$43.8M -$4.11M -121,752 -9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$27.7M +$1.16M +34,294 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$27.7M +$869K +25,738 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$19.7M +$5.46M +161,727 +38%
PCMF
5
Private Capital Management (Florida)
Florida
$18.2M +$661K +19,555 +4%
State Street
6
State Street
Massachusetts
$11.6M +$102K +3,027 +0.9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$11.4M -$95K -2,812 -0.8%
CCA
8
Cravens & Co Advisors
Tennessee
$9.45M -$5.41M -160,020 -36%
American Century Companies
9
American Century Companies
Missouri
$8.79M -$550K -16,270 -6%
SM
10
Salzhauer Michael
$7.63M -$447K -13,236 -6%
Renaissance Technologies
11
Renaissance Technologies
New York
$7.46M +$2.08M +61,500 +39%
BFC
12
Banc Funds Company
Illinois
$6.78M -$3.19M -94,324 -32%
AllianceBernstein
13
AllianceBernstein
Tennessee
$6.21M -$251K -7,420 -4%
CA
14
CSM Advisors
Pennsylvania
$6M +$6M +177,590 New
HIM
15
Hillsdale Investment Management
Ontario, Canada
$5.41M +$1.22M +36,200 +29%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$5.36M +$72K +2,132 +1%
SCA
17
Stieven Capital Advisors
Missouri
$4.99M +$6.76K +200 +0.1%
Northern Trust
18
Northern Trust
Illinois
$4.78M +$465K +13,762 +11%
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$4.37M -$306K -9,044 -7%
BCM
20
Bridgeway Capital Management
Texas
$4.31M +$180K +5,324 +4%
Morgan Stanley
21
Morgan Stanley
New York
$4.16M -$890K -26,353 -18%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.51M +$547K +16,202 +18%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$2.96M -$409K -12,120 -12%
EPCA
24
Elizabeth Park Capital Advisors
Ohio
$2.73M -$1.1M -32,580 -29%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$2.51M -$41.5K -1,229 -2%
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