SmartFinancial
SMBK
151 hedge funds and large institutions have $333M invested in SmartFinancial in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 46 reducing their positions, and 8 closing their positions.
175% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 8
28% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 46
10% more capital invested
Capital invested by funds: $303M → $333M (+$29.8M)
9% more funds holding
Funds holding: 139 → 151 (+12)
0.62% more ownership
Funds ownership: 57.3% → 57.92% (+0.62%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
CSM Advisors
Warrendale,
Pennsylvania
|
+$5.48M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$4.99M |
| 3 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
+$1.96M |
| 4 |
Renaissance Technologies
New York
|
+$1.9M |
| 5 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Cravens & Co Advisors
Cookeville,
Tennessee
|
-$4.94M |
| 2 |
BlackRock
New York
|
-$3.76M |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$2.91M |
| 4 |
EPCA
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
-$1.01M |
| 5 |
Goldman Sachs
New York
|
-$961K |
SMBK Hedge Fund Activity: Q2 2025 in Review
151 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in SmartFinancial (SMBK) for Q2 2025, worth a combined $333M — up 9.8% from $303M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SMBK positions and 8 closed out — a net gain of 14 holders — while 59 added to existing stakes and 46 trimmed.
The largest buyer was CSM Advisors, opening a new position worth an estimated $5.48M. The largest seller was Cravens & Co Advisors, cutting an estimated $4.94M.
- 151 institutional investors held SmartFinancial (SMBK) as of Q2 2025, up from 139 in Q1 2025.
- Funds reported $333M of SmartFinancial stock for Q2 2025, up 9.8% quarter-over-quarter.
- 22 funds opened new SmartFinancial positions in Q2 2025 and 8 closed out, a net change of +14 holders.
- The largest SmartFinancial buyer in Q2 2025 was CSM Advisors, an estimated $5.48M added.
- The largest SmartFinancial seller in Q2 2025 was Cravens & Co Advisors, an estimated $4.94M sold.
Based on aggregated 13F filings for Q2 2025.