Summit Midstream
SMC
64 hedge funds and large institutions have $96.9M invested in Summit Midstream in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 9 closing their positions.
1,243% more call options, than puts
Call options by funds: $1.1M | Put options by funds: $82K
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
16% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 19
3% more funds holding
Funds holding: 62 → 64 (+2)
0.42% more ownership
Funds ownership: 38.1% → 38.52% (+0.42%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
15% less capital invested
Capital invested by funds: $115M → $96.9M (-$17.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EGA
Eagle Global Advisors
Houston,
Texas
|
+$1.6M |
| 2 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$1.23M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$1.12M |
| 4 |
AG
Algert Global
San Francisco,
California
|
+$1.06M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.3M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.49M |
| 3 |
Millennium Management
New York
|
-$935K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$845K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$397K |
SMC Hedge Fund Activity: Q3 2025 in Review
64 of the 7,642 institutional investors tracked by Wall St. Rank reported a position in Summit Midstream (SMC) for Q3 2025, worth a combined $96.9M — down 15% from $115M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SMC positions and 9 closed out — a net gain of 2 holders — while 22 added to existing stakes and 19 trimmed.
The largest buyer was Eagle Global Advisors, adding an estimated $1.6M. The largest seller was Morgan Stanley, cutting an estimated $2.3M.
- 64 institutional investors held Summit Midstream (SMC) as of Q3 2025, up from 62 in Q2 2025.
- Funds reported $96.9M of Summit Midstream stock for Q3 2025, down 15% quarter-over-quarter.
- 11 funds opened new Summit Midstream positions in Q3 2025 and 9 closed out, a net change of +2 holders.
- The largest Summit Midstream buyer in Q3 2025 was Eagle Global Advisors, an estimated $1.6M added.
- The largest Summit Midstream seller in Q3 2025 was Morgan Stanley, an estimated $2.3M sold.
Based on aggregated 13F filings for Q3 2025.