We are live on ! Find out more
SMFG icon

Sumitomo Mitsui Financial

359 hedge funds and large institutions have $1.81B invested in Sumitomo Mitsui Financial in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

40,091% more call options, than puts

Call options by funds: $52.2M | Put options by funds: $130K

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

22% more capital invested

Capital invested by funds: $1.49B → $1.81B (+$328M)

3% more funds holding

Funds holding: 348359 (+11)

0.41% more ownership

Funds ownership: 2.61%3.02% (+0.41%)

Holders
359
Holders Change
+11
Holders Change %
+3.16%
% of All Funds
4.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
47
Increased
156
Reduced
103
Closed
30
Calls
$52.2M
Puts
$130K
Net Calls
+$52.1M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
226
Kestra Advisory Services
Texas
$222K -$270K -17,744 -55%
WPC
227
Wedmont Private Capital
Pennsylvania
$222K +$12.2K +801 +5%
CBA
228
Coastal Bridge Advisors
Connecticut
$221K +$218K +14,300 New
AHL
229
Abel Hall LLC
Louisiana
$221K +$217K +14,276 New
State Street
230
State Street
Massachusetts
$216K
CH
231
Cromwell Holdings
Wyoming
$214K
MFG
232
Merit Financial Group
Georgia
$212K +$208K +13,695 New
Commonwealth Equity Services
233
Commonwealth Equity Services
Massachusetts
$211K -$517 -34 -0.2%
ACC
234
Acorn Creek Capital
Colorado
$210K +$1.52K +100 +0.7%
WI
235
WrapManager Inc
California
$206K -$19.2K -1,263 -9%
X
236
Xponance
Pennsylvania
$205K +$8.14K +535 +4%
AWM
237
Apollon Wealth Management
South Carolina
$203K -$47.4K -3,119 -19%
OL
238
Optas LLC
Texas
$201K +$13.8K +906 +7%
NRC
239
New Republic Capital
North Carolina
$196K -$11.3K -746 -6%
CP
240
Canopy Partners
Ohio
$195K +$2.15K +141 +1%
C
241
Certuity
Florida
$192K +$11.7K +770 +7%
TPI
242
Trust Point Inc
Wisconsin
$191K -$7.68K -505 -4%
AGC
243
Aspen Grove Capital
Colorado
$185K
STA
244
Summit Trail Advisors
New York
$180K -$11.9K -781 -6%
WA
245
Wealthstream Advisors
New York
$179K +$1.86K +122 +1%
ET
246
Entropy Technologies
New York
$179K +$176K +11,600 New
RCAG
247
Rehmann Capital Advisory Group
Michigan
$173K -$25K -1,644 -13%
DOA
248
D'Orazio & Associates
Virginia
$172K +$13.2K +867 +8%
AP
249
Adero Partners
California
$169K +$6.45K +424 +4%
FLPIM
250
F.L. Putnam Investment Management
Massachusetts
$167K -$3.15K -207 -2%

SMFG Hedge Fund Activity: Q1 2025 in Review

359 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2025, worth a combined $1.81B — up 22% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SMFG positions and 30 closed out — a net gain of 17 holders — while 156 added to existing stakes and 103 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $173M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $5.93M sold.

  • 359 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2025, up from 348 in Q4 2024.
  • Funds reported $1.81B of Sumitomo Mitsui Financial stock for Q1 2025, up 22% quarter-over-quarter.
  • 47 funds opened new Sumitomo Mitsui Financial positions in Q1 2025 and 30 closed out, a net change of +17 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2025 was Morgan Stanley, an estimated $173M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2025 was Arrowstreet Capital, an estimated $5.93M sold.

Based on aggregated 13F filings for Q1 2025.