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SMC

Summit Midstream

65 hedge funds and large institutions have $154M invested in Summit Midstream in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $843K | Put options by funds: $269K

59% more capital invested

Capital invested by funds: $96.9M → $154M (+$57.1M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

8.53% more ownership

Funds ownership: 38.52%47.05% (+8.5%)

2% more funds holding

Funds holding: 6465 (+1)

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
0.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
23
Reduced
19
Closed
10
Calls
$843K
Puts
$269K
Net Calls
+$574K
Net Calls Change
-$445K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$739K +$352K +14,810 +115%
Morgan Stanley
27
Morgan Stanley
New York
$624K -$531K -22,322 -49%
JCP
28
JB Capital Partners
New York
$612K +$546K +22,956 New
Bank of New York Mellon
29
Bank of New York Mellon
New York
$606K -$29.3K -1,234 -5%
N
30
Nuveen
North Carolina
$574K +$15.6K +656 +3%
Barclays
31
Barclays
United Kingdom
$559K +$107K +4,508 +27%
XT
32
XTX Topco
Cayman Islands
$531K +$474K +19,917 New
UBS Group
33
UBS Group
Switzerland
$507K +$282K +11,839 +165%
Wells Fargo
34
Wells Fargo
California
$282K +$79.4K +3,338 +46%
JP Morgan Chase
35
JP Morgan Chase
New York
$277K +$157K +6,595 +173%
AC
36
Aristeia Capital
Connecticut
$268K -$50.6K -2,130 -18%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$250K +$222K +9,350 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$226K +$951 +40 +0.5%
Jane Street
39
Jane Street
New York
$220K -$405K -17,037 -67%
Goldman Sachs
40
Goldman Sachs
New York
$215K +$192K +8,065 New
SEI Investments
41
SEI Investments
Pennsylvania
$202K +$180K +7,589 New
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$194K -$47.2K -1,983 -21%
Deutsche Bank
43
Deutsche Bank
Germany
$186K +$165K +6,959 New
MIM
44
MetLife Investment Management
New Jersey
$168K
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$160K -$114K -4,814 -45%
AA
46
Ancora Advisors
Ohio
$134K
Mirae Asset Global ETFs Holdings
47
Mirae Asset Global ETFs Holdings
Hong Kong
$120K +$166 +7 +0.2%
Citigroup
48
Citigroup
New York
$118K +$98K +4,121 +1,329%
A
49
AlphaQuest
New York
$111K +$41.7K +1,755 +73%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$104K

SMC Hedge Fund Activity: Q4 2025 in Review

65 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Summit Midstream (SMC) for Q4 2025, worth a combined $154M — up 59% from $96.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SMC positions and 10 closed out — a net gain of 1 holder — while 23 added to existing stakes and 19 trimmed.

The largest buyer was Flat Footed LLC, opening a new position worth an estimated $8.48M. The largest seller was Shenkman Capital Management, exiting entirely with an estimated $1.99M sold.

  • 65 institutional investors held Summit Midstream (SMC) as of Q4 2025, up from 64 in Q3 2025.
  • Funds reported $154M of Summit Midstream stock for Q4 2025, up 59% quarter-over-quarter.
  • 11 funds opened new Summit Midstream positions in Q4 2025 and 10 closed out, a net change of +1 holder.
  • The largest Summit Midstream buyer in Q4 2025 was Flat Footed LLC, an estimated $8.48M added.
  • The largest Summit Midstream seller in Q4 2025 was Shenkman Capital Management, an estimated $1.99M sold.

Based on aggregated 13F filings for Q4 2025.