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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

368 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+12
Holders Change %
+3.37%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
54
Increased
152
Reduced
116
Closed
31
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M

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 Holding Trade Value Shares
Change 		Shares
Change %
OL
226
Optas LLC
Texas
$239K +$42.5K +2,813 +22%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$236K -$17.1K -1,127 -7%
CBA
228
Coastal Bridge Advisors
Connecticut
$224K +$7.56K +500 +3%
SA
229
Shilanski & Associates
Alaska
$220K -$1.41K -93 -0.6%
NI
230
Natural Investments
California
$218K +$218K +14,446 New
CGA
231
Channing Global Advisors
Florida
$214K -$7.13K -472 -3%
CIA
232
Choate Investment Advisors
Massachusetts
$212K -$9.22K -610 -4%
BHPW
233
Beverly Hills Private Wealth
California
$212K -$7.71K -510 -4%
WIA
234
World Investment Advisors
California
$212K -$196K -12,968 -48%
State Street
235
State Street
Massachusetts
$211K – – –
CH
236
Cromwell Holdings
Wyoming
$209K – – –
FFA
237
Farther Finance Advisors
California
$209K +$51.2K +3,386 +32%
AWM
238
Apollon Wealth Management
South Carolina
$209K +$9.84K +651 +5%
AG
239
Ascent Group
Virginia
$208K -$21.6K -1,432 -9%
ACC
240
Acorn Creek Capital
Colorado
$207K +$1.78K +118 +0.9%
CPA
241
Capital Performance Advisors
California
$204K +$50.4K +3,337 +33%
X
242
Xponance
Pennsylvania
$203K +$3.14K +208 +2%
C
243
Certuity
Florida
$201K +$13.6K +900 +7%
NW
244
NewEdge Wealth
Pennsylvania
$193K +$193K +12,375 New
CP
245
Canopy Partners
Ohio
$190K -$876 -58 -0.5%
Kovitz Investment Group Partners
246
Kovitz Investment Group Partners
Illinois
$189K +$189K +12,539 New
CGL
247
Clarius Group LLC
Washington
$189K +$36.2K +2,393 +24%
WI
248
WrapManager Inc
California
$185K -$16.3K -1,080 -8%
VWM
249
Venturi Wealth Management
Texas
$184K +$184K +12,206 New
STA
250
Summit Trail Advisors
New York
$182K +$3.07K +200 +2%
8 9
10
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