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SmartFinancial

175 hedge funds and large institutions have $424M invested in SmartFinancial in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

22% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 46

8% more capital invested

Capital invested by funds: $393M → $424M (+$30.4M)

5% more funds holding

Funds holding: 166175 (+9)

1.05% more ownership

Funds ownership: 62.41%63.46% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
175
Holders Change
+9
Holders Change %
+5.42%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
56
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$50.2M +$776K +19,627 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$32.7M -$95.2K -2,409 -0.3%
VCM
3
Vanguard Capital Management
Pennsylvania
$26.6M +$26.9M +680,417 New
Wellington Management Group
4
Wellington Management Group
Massachusetts
$26.4M -$2.09M -52,804 -7%
State Street
5
State Street
Massachusetts
$17.2M +$4.38M +110,721 +34%
PCMF
6
Private Capital Management (Florida)
Florida
$16.7M -$1.88M -47,454 -10%
American Century Companies
7
American Century Companies
Missouri
$14.5M +$2.34M +59,153 +19%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$13.9M +$679K +17,167 +5%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$11.1M +$1.43M +36,217 +15%
First Eagle Investment Management
10
First Eagle Investment Management
New York
$8.76M +$2.84M +71,872 +47%
CCA
11
Cravens & Co Advisors
Tennessee
$8.61M
SM
12
Salzhauer Michael
$8.31M -$523K -13,233 -6%
CA
13
CSM Advisors
Pennsylvania
$6.69M -$41.7K -1,055 -0.6%
Morgan Stanley
14
Morgan Stanley
New York
$6.68M +$76.8K +1,943 +1%
Two Sigma Investments
15
Two Sigma Investments
New York
$6.64M +$1.79M +45,226 +36%
BCM
16
Basswood Capital Management
New York
$6.63M +$6.71M +169,740 New
Renaissance Technologies
17
Renaissance Technologies
New York
$5.95M -$1.03M -26,100 -15%
BFC
18
Banc Funds Company
Illinois
$5.87M -$2M -50,500 -25%
SCA
19
Stieven Capital Advisors
Missouri
$5.75M -$19.8K -500 -0.3%
Northern Trust
20
Northern Trust
Illinois
$5.65M +$305K +7,708 +6%
AllianceBernstein
21
AllianceBernstein
Tennessee
$5.58M -$120K -3,030 -2%
BCM
22
Bridgeway Capital Management
Texas
$5.36M -$246K -6,225 -4%
NRCM
23
North Reef Capital Management
California
$5.36M +$87.6K +2,217 +2%
Goldman Sachs
24
Goldman Sachs
New York
$5.08M -$1.32M -33,367 -20%
DRZID
25
DePrince Race & Zollo Inc (DRZ)
Florida
$4.99M -$172K -4,343 -3%