Smith-Midland
SMID
59 hedge funds and large institutions have $114M invested in Smith-Midland in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
11% more capital invested
Capital invested by funds: $103M → $114M (+$11.7M)
7% more funds holding
Funds holding: 55 → 59 (+4)
0.66% more ownership
Funds ownership: 57.62% → 58.28% (+0.66%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
32% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TDC
Thompson Davis & Co
Richmond,
Virginia
|
+$2.27M |
| 2 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$386K |
| 3 |
Goldman Sachs
New York
|
+$287K |
| 4 |
NIM
Needham Investment Management
New York
|
+$231K |
| 5 |
Jane Street
New York
|
+$229K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$655K |
| 2 |
BlackRock
New York
|
-$591K |
| 3 |
HF
HRT Financial
New York
|
-$270K |
| 4 |
YIH
Y-Intercept (HK)
Hong Kong
|
-$238K |
| 5 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$202K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AB
51
Amalgamated Bank
New York
| $6K | – | – | – |
|
52
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $4.32K | -$183K | -4,738 | -98% |
|
53
Fidelity Investments
Boston,
Massachusetts
| $2.33K | +$308 | +8 | +15% |
|
54
Optiver Holding
Amsterdam,
Netherlands
| $1.99K | +$2.08K | +54 | New |
|
|
AAP
55
Arax Advisory Partners
Denver,
Colorado
| $295 | +$308 | +8 | New |
|
|
SCM
56
Sterling Capital Management
Charlotte,
North Carolina
| $258 | -$154 | -4 | -36% |
|
|
EP
57
Essential Partners
Rancho Santa Fe,
California
| $74 | +$39 | +1 | +100% |
|
58
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $74 | +$77 | +2 | New |
|
|
TWD
59
True Wealth Design
Akron,
Ohio
| $37 | – | – | – |
|
|
YIH
60
Y-Intercept (HK)
Hong Kong
| – | -$238K | -7,083 | Closed |
|
|
SIS
61
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$36.2K | -1,080 | Closed |
|
62
Raymond James Financial
St Petersburg,
Florida
| – | -$11.7K | -350 | Closed |
|
|
SC
63
SouthState Corp
Winter Haven,
Florida
| – | -$1.11K | -33 | Closed |
|
SMID Hedge Fund Activity: Q3 2025 in Review
59 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Smith-Midland (SMID) for Q3 2025, worth a combined $114M — up 11% from $103M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SMID positions and 4 closed out — a net gain of 4 holders — while 15 added to existing stakes and 22 trimmed.
The largest buyer was Thompson Davis & Co, adding an estimated $2.27M. The largest seller was Corient Private Wealth, cutting an estimated $655K.
- 59 institutional investors held Smith-Midland (SMID) as of Q3 2025, up from 55 in Q2 2025.
- Funds reported $114M of Smith-Midland stock for Q3 2025, up 11% quarter-over-quarter.
- 8 funds opened new Smith-Midland positions in Q3 2025 and 4 closed out, a net change of +4 holders.
- The largest Smith-Midland buyer in Q3 2025 was Thompson Davis & Co, an estimated $2.27M added.
- The largest Smith-Midland seller in Q3 2025 was Corient Private Wealth, an estimated $655K sold.
Based on aggregated 13F filings for Q3 2025.