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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

346 hedge funds and large institutions have $1.49B invested in Sumitomo Mitsui Financial in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 149 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+14
Holders Change %
+4.22%
% of All Funds
4.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
149
Reduced
100
Closed
28
Calls
$50.6M
Puts
$395K
Net Calls
+$50.2M
Net Calls Change
+$5.56M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$343M
2
Northern Trust
2
Northern Trust
Illinois
$72.9M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$92.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$121M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$10.8M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$5.93M
2
Wells Fargo
2
Wells Fargo
California
$30.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$14.7M
4
Invesco
4
Invesco
Georgia
$14.7M
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$2.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGA
226
Channing Global Advisors
Florida
$190K +$3.23K +223 +2%
TPI
227
Trust Point Inc
Wisconsin
$186K -$391 -27 -0.2%
RCAG
228
Rehmann Capital Advisory Group
Michigan
$186K -$5.45K -376 -3%
X
229
Xponance
Pennsylvania
$184K +$8.39K +579 +5%
LFA
230
Legacy Financial Advisors
Kentucky
$184K +$8.58K +592 +5%
CP
231
Canopy Partners
Ohio
$181K +$145 +10 +0.1%
HWM
232
HB Wealth Management
Georgia
$180K -$12.4K -855 -6%
STA
233
Summit Trail Advisors
New York
$180K -$5.43K -375 -3%
BTI
234
Blue Trust Inc
Georgia
$178K -$379K -26,146 -68%
SWP
235
Stratos Wealth Partners
Ohio
$177K +$177K +12,241 New
OL
236
Optas LLC
Texas
$175K -$31.1K -2,145 -15%
AGC
237
Aspen Grove Capital
Colorado
$174K +$174K +11,991 New
PMA
238
Prudent Man Advisors
Illinois
$172K – – –
C
239
Certuity
Florida
$169K +$21K +1,450 +14%
WA
240
Wealthstream Advisors
New York
$166K +$11.5K +794 +7%
SQA
241
Simon Quick Advisors
New Jersey
$163K +$163K +11,228 New
WSFS
242
Wilmington Savings Fund Society
Delaware
$162K -$2.61K -180 -2%
FCH
243
Freestone Capital Holdings
Washington
$161K +$161K +11,107 New
FLPIM
244
F.L. Putnam Investment Management
Massachusetts
$159K +$4.07K +281 +3%
FFA
245
Farther Finance Advisors
California
$159K +$11.1K +763 +7%
CIA
246
Choate Investment Advisors
Massachusetts
$156K +$156K +10,797 New
HSBC Holdings
247
HSBC Holdings
United Kingdom
$153K -$68.5K -4,724 -31%
AP
248
Adero Partners
California
$152K +$152K +10,477 New
EWM
249
Empirical Wealth Management
Washington
$151K +$151K +10,417 New
CGL
250
Clarius Group LLC
Washington
$149K -$20K -1,381 -12%
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10
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