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Smith-Midland
SMID

55 hedge funds and large institutions have $103M invested in Smith-Midland in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $99.4M → $103M (+$3.16M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 56 → 55 (-1)

2.64% less ownership

Funds ownership: 60.26% → 57.62% (-2.6%)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

63% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 24

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
9
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$454K
2
HF
HRT Financial
New York
+$402K
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$335K
4
YIH
Y-Intercept (HK)
Hong Kong
+$216K
5
DC
Davenport & Co
Virginia
+$192K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.83M
2
TDC
Thompson Davis & Co
Virginia
-$1.16M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$636K
4
JP Morgan Chase
JP Morgan Chase
New York
-$387K
5
Northern Trust
Northern Trust
Illinois
-$347K
Name Holding Trade Value Shares
Change 		Change in
Stake
TDC
1
Thompson Davis & Co
Virginia
$59.5M -$1.16M -38,073 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.44M -$312K -10,253 -4%
NIM
3
Needham Investment Management
New York
$7.28M +$183K +6,000 +3%
BlackRock
4
BlackRock
New York
$6.25M -$1.83M -60,283 -24%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.78M -$636K -20,897 -20%
BA
6
Bard Associates
Illinois
$2.74M -$107K -3,500 -4%
RC
7
RBF Capital
California
$2.49M – – –
Corient Private Wealth
8
Corient Private Wealth
Florida
$1.74M – – –
RHJA
9
Rice Hall James & Associates
California
$1.74M +$83.8K +2,753 +6%
State Street
10
State Street
Massachusetts
$1.65M -$65.9K -2,164 -4%
HIMC
11
Heritage Investors Management Corp
Maryland
$1.28M – – –
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$1.24M – – –
Northern Trust
13
Northern Trust
Illinois
$1.07M -$347K -11,386 -26%
Millennium Management
14
Millennium Management
New York
$501K +$454K +14,932 New
HF
15
HRT Financial
New York
$443K +$402K +13,206 New
Bank of America
16
Bank of America
North Carolina
$429K +$456 +15 +0.1%
IB
17
Intrust Bank
Kansas
$406K – – –
Lazard Asset Management
18
Lazard Asset Management
New York
$399K -$4.72K -155 -1%
Los Angeles Capital Management
19
Los Angeles Capital Management
California
$370K +$335K +11,015 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$318K -$51.1K -1,679 -15%
Charles Schwab
21
Charles Schwab
California
$288K -$138K -4,526 -35%
Morgan Stanley
22
Morgan Stanley
New York
$263K -$130K -4,274 -35%
YIH
23
Y-Intercept (HK)
Hong Kong
$238K +$216K +7,083 New
DC
24
Davenport & Co
Virginia
$211K +$192K +6,300 New
Barclays
25
Barclays
United Kingdom
$181K +$12.4K +409 +8%
1
2 3

SMID Hedge Fund Activity: Q2 2025 in Review

55 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Smith-Midland (SMID) for Q2 2025, worth a combined $103M — up 3.2% from $99.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SMID and 7 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 9 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $454K. The largest seller was BlackRock, cutting an estimated $1.83M.

  • 55 institutional investors held Smith-Midland (SMID) as of Q2 2025, down from 56 in Q1 2025.
  • Funds reported $103M of Smith-Midland stock for Q2 2025, up 3.2% quarter-over-quarter.
  • 7 funds opened new Smith-Midland positions in Q2 2025 and 8 closed out, a net change of -1 holder.
  • The largest Smith-Midland buyer in Q2 2025 was Millennium Management, an estimated $454K added.
  • The largest Smith-Midland seller in Q2 2025 was BlackRock, an estimated $1.83M sold.

Based on aggregated 13F filings for Q2 2025.