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SmartFinancial

160 hedge funds and large institutions have $351M invested in SmartFinancial in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

6% more funds holding

Funds holding: 151160 (+9)

5% more capital invested

Capital invested by funds: $333M → $351M (+$18.2M)

0.77% more ownership

Funds ownership: 57.92%58.69% (+0.77%)

13% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 56

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
160
Holders Change
+9
Holders Change %
+5.96%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
49
Reduced
56
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$45.1M -$1.32M -36,958 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$30.3M +$944K +26,373 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$29.9M +$563K +15,730 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$23.1M +$2.32M +64,810 +11%
PCMF
5
Private Capital Management (Florida)
Florida
$19.1M -$130K -3,630 -0.7%
State Street
6
State Street
Massachusetts
$12.3M -$6.51K -182 -0.1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$12.2M +$88.9K +2,484 +0.7%
American Century Companies
8
American Century Companies
Missouri
$10.4M +$1.08M +30,086 +12%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$7.93M +$2.26M +63,183 +40%
CCA
10
Cravens & Co Advisors
Tennessee
$7.88M -$2.12M -59,239 -21%
BFC
11
Banc Funds Company
Illinois
$7.17M
Renaissance Technologies
12
Renaissance Technologies
New York
$6.18M -$1.71M -47,900 -22%
CA
13
CSM Advisors
Pennsylvania
$6.14M -$201K -5,610 -3%
AllianceBernstein
14
AllianceBernstein
Tennessee
$6.02M -$554K -15,477 -8%
SCA
15
Stieven Capital Advisors
Missouri
$5.29M +$7.16K +200 +0.1%
Northern Trust
16
Northern Trust
Illinois
$5.12M +$68.1K +1,903 +1%
BCM
17
Bridgeway Capital Management
Texas
$4.83M +$271K +7,580 +6%
Charles Schwab
18
Charles Schwab
California
$4.29M +$2.77M +77,347 +181%
Morgan Stanley
19
Morgan Stanley
New York
$4.15M -$241K -6,730 -5%
DRZID
20
DePrince Race & Zollo Inc (DRZ)
Florida
$4.13M -$486K -13,584 -11%
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.04M +$326K +9,102 +9%
Goldman Sachs
22
Goldman Sachs
New York
$3.74M +$1.11M +30,885 +42%
HIM
23
Hillsdale Investment Management
Ontario, Canada
$3.67M -$2.06M -57,548 -36%
N
24
Nuveen
North Carolina
$3.55M +$916K +25,595 +35%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$3.38M +$248K +6,940 +8%