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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
57
Holders Change
-2
Holders Change %
-3.39%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
22
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
+$1.25M
2
Stifel Financial
Stifel Financial
Missouri
+$596K
3
RHJA
Rice Hall James & Associates
California
+$147K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$116K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$106K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$439K
2
Bank of America
Bank of America
North Carolina
-$340K
3
SWGC
Summit Wealth Group (Colorado)
Colorado
-$249K
4
DC
Davenport & Co
Virginia
-$232K
5
BM
Berman McAleer
Maryland
-$214K
Name Holding Trade Value Shares
Change 		Change in
Stake
TDC
1
Thompson Davis & Co
Virginia
$66.7M +$53.2K +1,484 +0.1%
NIM
2
Needham Investment Management
New York
$8.18M +$71.7K +2,000 +0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.17M +$17.8K +496 +0.2%
BlackRock
4
BlackRock
New York
$6.03M -$175K -4,882 -3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.09M +$36.2K +1,008 +1%
BA
6
Bard Associates
Illinois
$2.93M -$30.1K -840 -1%
RC
7
RBF Capital
California
$2.7M – – –
Corient Private Wealth
8
Corient Private Wealth
Florida
$2.53M +$1.25M +34,750 +100%
RHJA
9
Rice Hall James & Associates
California
$1.84M +$147K +4,099 +9%
State Street
10
State Street
Massachusetts
$1.69M +$7.03K +196 +0.4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$1.47M +$116K +3,244 +9%
HIMC
12
Heritage Investors Management Corp
Maryland
$1.39M – – –
Northern Trust
13
Northern Trust
Illinois
$1.03M -$48.2K -1,343 -5%
Stifel Financial
14
Stifel Financial
Missouri
$604K +$596K +16,608 New
Morgan Stanley
15
Morgan Stanley
New York
$519K +$84.9K +2,367 +20%
IB
16
Intrust Bank
Kansas
$440K – – –
Bank of New York Mellon
17
Bank of New York Mellon
New York
$413K +$106K +2,947 +35%
Los Angeles Capital Management
18
Los Angeles Capital Management
California
$369K -$47.1K -1,312 -12%
WA
19
Waverly Advisors
Alabama
$364K – – –
Lazard Asset Management
20
Lazard Asset Management
New York
$317K -$140K -3,901 -31%
Charles Schwab
21
Charles Schwab
California
$312K – – –
Goldman Sachs
22
Goldman Sachs
New York
$280K +$9.36K +261 +4%
UBS Group
23
UBS Group
Switzerland
$253K +$63K +1,757 +34%
Jane Street
24
Jane Street
New York
$237K +$20.9K +583 +10%
HF
25
HRT Financial
New York
$216K -$9.04K -252 -4%
1
2 3

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.