SmartRent
SMRT
123 hedge funds and large institutions have $231M invested in SmartRent in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 35 increasing their positions, 40 reducing their positions, and 14 closing their positions.
775% more call options, than puts
Call options by funds: $210K | Put options by funds: $24K
121% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 14
50% more capital invested
Capital invested by funds: $154M → $231M (+$77.1M)
13% more funds holding
Funds holding: 109 → 123 (+14)
2.4% more ownership
Funds ownership: 58.01% → 60.41% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
13% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DKCM
Davidson Kempner Capital Management
New York
|
+$5.41M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$3.62M |
| 3 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$3.13M |
| 4 |
RA
Royce & Associates
New York
|
+$1.75M |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$7.93M |
| 2 |
SCGM
Starwood Capital Group Management
Miami Beach,
Florida
|
-$4.23M |
| 3 |
Millennium Management
New York
|
-$1.98M |
| 4 |
ACI
Amazon.com Inc
Seattle,
Washington
|
-$884K |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$757K |
SMRT Hedge Fund Activity: Q4 2025 in Review
123 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in SmartRent (SMRT) for Q4 2025, worth a combined $231M — up 50% from $154M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SMRT positions and 14 closed out — a net gain of 17 holders — while 35 added to existing stakes and 40 trimmed.
The largest buyer was Davidson Kempner Capital Management, opening a new position worth an estimated $5.41M. The largest seller was UBS Group, cutting an estimated $7.93M.
- 123 institutional investors held SmartRent (SMRT) as of Q4 2025, up from 109 in Q3 2025.
- Funds reported $231M of SmartRent stock for Q4 2025, up 50% quarter-over-quarter.
- 31 funds opened new SmartRent positions in Q4 2025 and 14 closed out, a net change of +17 holders.
- The largest SmartRent buyer in Q4 2025 was Davidson Kempner Capital Management, an estimated $5.41M added.
- The largest SmartRent seller in Q4 2025 was UBS Group, an estimated $7.93M sold.
Based on aggregated 13F filings for Q4 2025.