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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
15
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TDC
Thompson Davis & Co
Virginia
+$2.27M
2
WA
Waverly Advisors
Alabama
+$386K
3
Goldman Sachs
Goldman Sachs
New York
+$287K
4
NIM
Needham Investment Management
New York
+$231K
5
Jane Street
Jane Street
New York
+$229K

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$655K
2
BlackRock
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
California
-$202K
Name Holding Trade Value Shares
Change 		Change in
Stake
TDC
1
Thompson Davis & Co
Virginia
$67.6M +$2.27M +58,981 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.28M +$108K +2,800 +1%
NIM
3
Needham Investment Management
New York
$8.23M +$231K +6,000 +3%
BlackRock
4
BlackRock
New York
$6.31M -$591K -15,322 -8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.1M +$42.9K +1,112 +1%
BA
6
Bard Associates
Illinois
$3M -$11.6K -300 -0.4%
RC
7
RBF Capital
California
$2.74M – – –
RHJA
8
Rice Hall James & Associates
California
$1.72M -$202K -5,252 -10%
State Street
9
State Street
Massachusetts
$1.71M -$117K -3,032 -6%
HIMC
10
Heritage Investors Management Corp
Maryland
$1.41M – – –
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$1.37M +$10.3K +267 +0.7%
Corient Private Wealth
12
Corient Private Wealth
Florida
$1.28M -$655K -17,000 -33%
Northern Trust
13
Northern Trust
Illinois
$1.1M -$84.8K -2,200 -7%
Lazard Asset Management
14
Lazard Asset Management
New York
$466K +$27.6K +715 +6%
Bank of America
15
Bank of America
North Carolina
$465K -$7.01K -182 -1%
IB
16
Intrust Bank
Kansas
$446K – – –
Morgan Stanley
17
Morgan Stanley
New York
$440K +$157K +4,072 +52%
Millennium Management
18
Millennium Management
New York
$439K -$117K -3,027 -20%
Los Angeles Capital Management
19
Los Angeles Capital Management
California
$406K – – –
WA
20
Waverly Advisors
Alabama
$369K +$386K +10,003 New
Charles Schwab
21
Charles Schwab
California
$316K – – –
Bank of New York Mellon
22
Bank of New York Mellon
New York
$311K -$40.9K -1,062 -11%
Goldman Sachs
23
Goldman Sachs
New York
$274K +$287K +7,434 New
SWGC
24
Summit Wealth Group (Colorado)
Colorado
$249K +$96.1K +2,493 New
DC
25
Davenport & Co
Virginia
$232K – – –
1
2 3

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.