Purchases and Sales Made in Q3 2025 in Sm Energy CO (SM)
This table provides information about the institutional ownership of Sm Energy CO (SM) during Q3 2025. The information is specifically focused on institutions that hold shares of SM Energy Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.8MNew |
$44.9M - $52.1M
|
1.8M
$33.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
1.62M+ 198.95% |
$40.4M - $46.9M
|
2.43M
$45.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Tributary Capital Management, LLC
|
BUY
|
- |
685K+ 136.85% |
$17.1M - $19.9M
|
1.19M
$22.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
632K+ 85.74% |
$15.8M - $18.3M
|
1.37M
$25.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
612K+ 53.53% |
$15.3M - $17.7M
|
1.76M
$33.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
486KNew |
$12.1M - $14.1M
|
486K
$9.17M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
414K+ 7.21% |
$10.3M - $12M
|
6.15M
$116M
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
376K+ 8.93% |
$9.38M - $10.9M
|
4.59M
$86.5M
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
336K+ 404.23% |
$8.39M - $9.74M
|
419K
$7.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
309K+ 100.66% |
$7.73M - $8.97M
|
617K
$11.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
238K+ 70.58% |
$5.93M - $6.88M
|
574K
$10.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
221K+ 69.14% |
$5.53M - $6.42M
|
542K
$10.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
BUY
|
- |
202K+ 19.95% |
$5.04M - $5.85M
|
1.21M
$22.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
185KNew |
$4.62M - $5.36M
|
185K
$3.49M
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
146K+ 135.19% |
$3.66M - $4.24M
|
255K
$4.81M
|
|
|
Nov 12, 2025
Q3 2025
|
First Eagle Investment Management, LLC
|
BUY
|
- |
136K+ 48.36% |
$3.39M - $3.93M
|
416K
$7.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
133K+ 130.02% |
$3.33M - $3.86M
|
236K
$4.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
133K+ 38.14% |
$3.32M - $3.86M
|
482K
$9.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
125K+ 6613.64% |
$3.11M - $3.61M
|
126K
$2.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
112KNew |
$2.8M - $3.25M
|
112K
$2.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
90K+ 120.22% |
$2.25M - $2.61M
|
165K
$3.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
77KNew |
$1.92M - $2.23M
|
77K
$1.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
73.2KNew |
$1.83M - $2.12M
|
73.2K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
71.1K+ 41.2% |
$1.78M - $2.06M
|
244K
$4.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Royce & Associates LP
|
BUY
|
- |
65.7K+ 22.6% |
$1.64M - $1.9M
|
357K
$6.73M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
65.5K+ 5.08% |
$1.64M - $1.9M
|
1.35M
$25.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
64.2K+ 7.85% |
$1.6M - $1.86M
|
881K
$16.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
64.1K+ 108.0% |
$1.6M - $1.86M
|
123K
$2.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
63.1K+ 60.67% |
$1.58M - $1.83M
|
167K
$3.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
53.2K+ 231.19% |
$1.33M - $1.54M
|
76.2K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
47.7KNew |
$1.19M - $1.38M
|
47.7K
$899K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
46.9K+ 8.58% |
$1.17M - $1.36M
|
594K
$11.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
43K+ 12.74% |
$1.07M - $1.24M
|
380K
$7.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
42.2K+ 25.26% |
$1.05M - $1.22M
|
209K
$3.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
36.7K+ 44.74% |
$916K - $1.06M
|
119K
$2.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
36.5KNew |
$911K - $1.06M
|
36.5K
$689K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
35K+ 4.07% |
$875K - $1.02M
|
896K
$16.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.5K+ 14.07% |
$861K - $999K
|
279K
$5.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
33.8K+ 1.47% |
$843K - $978K
|
2.32M
$43.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Frontier Capital Management CO LLC
|
BUY
|
- |
31.1K+ 4.06% |
$777K - $902K
|
797K
$15M
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
31K+ 0.53% |
$773K - $897K
|
5.92M
$112M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.6K+ 5.26% |
$740K - $859K
|
593K
$11.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
26.9KNew |
$671K - $779K
|
26.9K
$507K
|
|
|
Nov 14, 2025
Q3 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
26.5K+ 14.05% |
$661K - $767K
|
215K
$4.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
24.8KNew |
$619K - $718K
|
24.8K
$468K
|
|
|
Nov 06, 2025
Q3 2025
|
Abrdn PLC
|
BUY
|
- |
23.4K+ 4.18% |
$583K - $677K
|
583K
$11M
|
|
|
Nov 13, 2025
Q3 2025
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
23K+ 57.5% |
$575K - $668K
|
63.1K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
22.6K+ 3.87% |
$564K - $655K
|
607K
$11.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
22.4K+ 18.73% |
$559K - $648K
|
142K
$2.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
22.3K+ 65.22% |
$557K - $646K
|
56.5K
$1.07M
|
|