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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

365 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 151 increasing their positions, 115 reducing their positions, and 30 closing their positions.

Holders
365
Holders Change
+9
Holders Change %
+2.53%
% of All Funds
4.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
53
Increased
151
Reduced
115
Closed
30
Calls
$25.7M
Puts
$3K
Net Calls
+$25.7M
Net Calls Change
-$26.4M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$14.8M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$20.5M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$8.19M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$8.56M
5
MCM
5
Massar Capital Management
Connecticut
$7.56M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$472M
2
Goldman Sachs
2
Goldman Sachs
New York
$161M
3
UBS Group
3
UBS Group
Switzerland
$7M
4
SAM
4
Silvercrest Asset Management
New York
$0
5
BIMC
5
Benson Investment Management Company
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$472M 31,256,899 -3,828,867 -11%
Goldman Sachs
2
Goldman Sachs
New York
$161M 10,672,402 -598,959 -5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$146M 9,684,069 +43,380 +0.4%
BlackRock
4
BlackRock
New York
$104M 6,867,650 -93,752 -1%
CCMG
5
Clark Capital Management Group
Pennsylvania
$98.5M 6,517,672 +21,412 +0.3%
Northern Trust
6
Northern Trust
Illinois
$84.5M 5,595,165 +406,348 +8%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$43.5M 2,877,011 -8,900 -0.3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$34.8M 2,302,411 +378,909 +20%
Renaissance Technologies
9
Renaissance Technologies
New York
$31.3M 2,070,773 +428,303 +26%
Wells Fargo
10
Wells Fargo
California
$30.5M 2,017,709 +27,701 +1%
Bank of America
11
Bank of America
North Carolina
$29M 1,921,712 +81,103 +4%
American Century Companies
12
American Century Companies
Missouri
$26.3M 1,742,585 +137,470 +9%
Fisher Asset Management
13
Fisher Asset Management
Washington
$20.5M 1,357,193 +785,443 +137%
Natixis Advisors
14
Natixis Advisors
Massachusetts
$18.1M 1,200,502 -238,695 -17%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$18M 1,190,566 +1,026 +0.1%
Millennium Management
16
Millennium Management
New York
$14.8M 976,618 +940,790 +2,626%
Invesco
17
Invesco
Georgia
$14.6M 964,866 +46,576 +5%
QCM
18
Quantinno Capital Management
New York
$13.9M 918,216 +194,787 +27%
AHC
19
Anderson Hoagland & Co
Missouri
$11.9M 788,850 -43,007 -5%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$9.8M 649,227 -16,722 -3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$9.65M 638,408 -32,278 -5%
Charles Schwab
22
Charles Schwab
California
$9.54M 631,310 +52,033 +9%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$9.42M 623,557 +45,077 +8%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$9.07M 600,355 -31,340 -5%
CWP
25
Capital Wealth Planning
Florida
$9.03M 597,575 +325,767 +120%
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