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SmartFinancial

166 hedge funds and large institutions have $393M invested in SmartFinancial in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 45

12% more capital invested

Capital invested by funds: $351M → $393M (+$42.1M)

4% more funds holding

Funds holding: 160166 (+6)

3.72% more ownership

Funds ownership: 58.69%62.41% (+3.7%)

Holders
166
Holders Change
+6
Holders Change %
+3.75%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
19
Increased
62
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$46.8M +$143K +3,948 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$31.5M +$139K +3,845 +0.5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$31M +$82.1K +2,268 +0.3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$26.9M +$2.92M +80,639 +12%
PCMF
5
Private Capital Management (Florida)
Florida
$17.6M -$2.11M -58,215 -11%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$12.5M -$64.6K -1,784 -0.5%
State Street
7
State Street
Massachusetts
$12.2M -$527K -14,548 -4%
American Century Companies
8
American Century Companies
Missouri
$11.6M +$810K +22,386 +8%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$9.17M +$943K +26,056 +12%
CCA
10
Cravens & Co Advisors
Tennessee
$8.38M
SM
11
Salzhauer Michael
$8.36M
BFC
12
Banc Funds Company
Illinois
$7.42M
Renaissance Technologies
13
Renaissance Technologies
New York
$6.6M +$199K +5,500 +3%
CA
14
CSM Advisors
Pennsylvania
$6.37M +$9.05K +250 +0.1%
Morgan Stanley
15
Morgan Stanley
New York
$6.25M +$1.91M +52,724 +45%
Goldman Sachs
16
Goldman Sachs
New York
$6.04M +$2.12M +58,560 +56%
AllianceBernstein
17
AllianceBernstein
Tennessee
$5.69M -$527K -14,550 -9%
First Eagle Investment Management
18
First Eagle Investment Management
New York
$5.63M +$4.35M +120,167 +376%
SCA
19
Stieven Capital Advisors
Missouri
$5.46M -$10.9K -300 -0.2%
BCM
20
Bridgeway Capital Management
Texas
$5.31M +$302K +8,354 +6%
Northern Trust
21
Northern Trust
Illinois
$5.06M -$235K -6,490 -5%
NRCM
22
North Reef Capital Management
California
$4.99M +$1.82M +50,301 +59%
DRZID
23
DePrince Race & Zollo Inc (DRZ)
Florida
$4.89M +$592K +16,367 +14%
N
24
Nuveen
North Carolina
$4.63M +$933K +25,765 +26%
Two Sigma Investments
25
Two Sigma Investments
New York
$4.61M +$2.01M +55,397 +80%