Who Owns INVESTMENT MANAGERS SER TR (SMU)?Hedge Fund & Institutional Holders
$16.53-0.22 (-1.31%)BATS
Institutional Holders
11
as of Q4 2025
Total Institutional Value
$40200029700015408.0T
% of Float Held
—
QoQ Change in Holders
+8 / -0
Price History
SMU — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Optiver Holding B.V. | New Position | +40K | +$402.0M |
| Garden State Investment Advisory Services LLC | New Position | +29K | +$297.0M |
| MIRAE ASSET SECURITIES (USA) INC. | New Position | +15K | +$154.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New Position | +16K | +$0 |
| SIMPLEX TRADING, LLC | New Position | +40 | +$0 |
| Tower Research Capital LLC (TRC) | New Position | +862 | +$0 |
| JANE STREET GROUP, LLC | New Position | +35K | +$0 |
| MORGAN STANLEY | New Position | +976 | +$0 |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Optiver Holding B.V. | 39,686 | $402.0M | 0.15% | Share |
| 2 | Garden State Investment Advisory Services LLC | 28,792 | $297.0M | 0.07% | Share |
| 3 | MIRAE ASSET SECURITIES (USA) INC. | 15,000 | $154.0M | 0.00% | Share |
| 4 | CITADEL ADVISORS LLC | 10,440 | $0 | 0.00% | Put |
| 5 | SIMPLEX TRADING, LLC | 40 | $0 | 0.00% | Share |
| 6 | MORGAN STANLEY | 976 | $0 | 0.00% | Share |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16,421 | $0 | 0.00% | Share |
| 8 | JANE STREET GROUP, LLC | 34,711 | $0 | 0.00% | Share |
| 9 | Tower Research Capital LLC (TRC) | 862 | $0 | 0.00% | Share |
| 10 | JANE STREET GROUP, LLC | 11,020 | $0 | 0.00% | Call |
| 11 | CITADEL ADVISORS LLC | 12,480 | $0 | 0.00% | Call |
As of Q4 2025, 11 institutional investors hold SMU (INVESTMENT MANAGERS SER TR). The largest holder is Optiver Holding B.V. with $402.0M in shares. This quarter, 8 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own SMU?
As of Q4 2025, 11 institutional investors report holding SMU (INVESTMENT MANAGERS SER TR) in their 13F filings.
Who is the largest institutional holder of SMU?
The largest institutional holder of SMU is Optiver Holding B.V. with $402.0M in shares.
Is institutional ownership of SMU increasing or decreasing?
This quarter, 8 institutions opened new positions in SMU and 0 closed their positions.