Smith-Midland
SMID
56 hedge funds and large institutions have $99.4M invested in Smith-Midland in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 4 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.44% less ownership
Funds ownership: 60.7% → 60.26% (-0.44%)
3% less funds holding
Funds holding: 58 → 56 (-2)
12% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 17
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
31% less capital invested
Capital invested by funds: $143M → $99.4M (-$43.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TDC
Thompson Davis & Co
Richmond,
Virginia
|
+$996K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$183K |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$102K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$99.9K |
| 5 |
State Street
Boston,
Massachusetts
|
+$59K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$489K |
| 2 |
DC
Davenport & Co
Richmond,
Virginia
|
-$280K |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$270K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$258K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$237K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Nisa Investment Advisors
St. Louis,
Missouri
| $684 | +$332 | +9 | +69% |
|
52
Russell Investments Group
London,
United Kingdom
| $373 | – | – | – |
|
|
SCM
53
Sterling Capital Management
Charlotte,
North Carolina
| $155 | – | – | – |
|
|
EWA
54
EverSource Wealth Advisors
Birmingham,
Alabama
| $155 | +$184 | +5 | New |
|
|
TWD
55
True Wealth Design
Akron,
Ohio
| $32 | +$37 | +1 | New |
|
|
IA
56
IFP Advisors
Tampa,
Florida
| $31 | – | – | – |
|
|
57
Goldman Sachs
New York
| – | -$489K | -10,996 | Closed |
|
|
DC
58
Davenport & Co
Richmond,
Virginia
| – | -$280K | -6,300 | Closed |
|
|
N
59
Nuveen
Charlotte,
North Carolina
| – | -$270K | -6,070 | Closed |
|
|
KAS
60
Kestra Advisory Services
Austin,
Texas
| – | -$258K | -5,803 | Closed |
|
SMID Hedge Fund Activity: Q1 2025 in Review
56 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Smith-Midland (SMID) for Q1 2025, worth a combined $99.4M — down 31% from $143M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SMID and 3 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 15 added.
The largest buyer was Thompson Davis & Co, adding an estimated $996K. The largest seller was Goldman Sachs, exiting entirely with an estimated $489K sold.
- 56 institutional investors held Smith-Midland (SMID) as of Q1 2025, down from 58 in Q4 2024.
- Funds reported $99.4M of Smith-Midland stock for Q1 2025, down 31% quarter-over-quarter.
- 3 funds opened new Smith-Midland positions in Q1 2025 and 4 closed out, a net change of -1 holder.
- The largest Smith-Midland buyer in Q1 2025 was Thompson Davis & Co, an estimated $996K added.
- The largest Smith-Midland seller in Q1 2025 was Goldman Sachs, an estimated $489K sold.
Based on aggregated 13F filings for Q1 2025.