Smith-Midland
SMID
57 hedge funds and large institutions have $113M invested in Smith-Midland in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 5 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 17
0.42% more ownership
Funds ownership: 58.28% → 58.7% (+0.42%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $114M → $113M (-$1.06M)
3% less funds holding
Funds holding: 59 → 57 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$1.25M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$596K |
| 3 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$147K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$116K |
| 5 |
Bank of New York Mellon
New York
|
+$106K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$439K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$340K |
| 3 |
SWGC
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
-$249K |
| 4 |
DC
Davenport & Co
Richmond,
Virginia
|
-$232K |
| 5 |
BM
Berman McAleer
Timonium,
Maryland
|
-$214K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Optiver Holding
Amsterdam,
Netherlands
| $1.96K | – | – | – |
|
52
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1.34K | -$2.87K | -80 | -68% |
|
53
Nisa Investment Advisors
St. Louis,
Missouri
| $654 | -$19.3K | -538 | -97% |
|
|
SCM
54
Sterling Capital Management
Charlotte,
North Carolina
| $654 | +$395 | +11 | +157% |
|
|
EP
55
Essential Partners
Rancho Santa Fe,
California
| $73 | – | – | – |
|
56
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $73 | – | – | – |
|
|
TWD
57
True Wealth Design
Akron,
Ohio
| $37 | – | – | – |
|
|
58
Millennium Management
New York
| – | -$439K | -11,905 | Closed |
|
|
DC
59
Davenport & Co
Richmond,
Virginia
| – | -$232K | -6,300 | Closed |
|
|
BM
60
Berman McAleer
Timonium,
Maryland
| – | -$214K | -5,803 | Closed |
|
|
SWGC
61
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
| – | -$249K | -2,493 | Closed |
|
|
AAP
62
Arax Advisory Partners
Denver,
Colorado
| – | -$295 | -8 | Closed |
|
SMID Hedge Fund Activity: Q4 2025 in Review
57 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Smith-Midland (SMID) for Q4 2025, worth a combined $113M — down 0.93% from $114M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SMID and 3 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 22 added.
The largest buyer was Corient Private Wealth, adding an estimated $1.25M. The largest seller was Millennium Management, exiting entirely with an estimated $439K sold.
- 57 institutional investors held Smith-Midland (SMID) as of Q4 2025, down from 59 in Q3 2025.
- Funds reported $113M of Smith-Midland stock for Q4 2025, down 0.93% quarter-over-quarter.
- 3 funds opened new Smith-Midland positions in Q4 2025 and 5 closed out, a net change of -2 holders.
- The largest Smith-Midland buyer in Q4 2025 was Corient Private Wealth, an estimated $1.25M added.
- The largest Smith-Midland seller in Q4 2025 was Millennium Management, an estimated $439K sold.
Based on aggregated 13F filings for Q4 2025.