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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

356 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, 157 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+10
Holders Change %
+2.89%
% of All Funds
4.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
47
Increased
157
Reduced
101
Closed
30
Calls
$52.2M
Puts
$130K
Net Calls
+$52.1M
Net Calls Change
+$1.95M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$176M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.4M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$8.33M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$5.25M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$6.03M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.93M
3
Jane Street
Jane Street
New York
-$5.62M
4
LG
Leuthold Group
Minnesota
-$4.33M
5
WA
Whipplewood Advisors
Colorado
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
226
Wedmont Private Capital
Pennsylvania
$222K +$10.3K +801 +5%
CBA
227
Coastal Bridge Advisors
Connecticut
$221K +$221K +14,300 New
AHL
228
Abel Hall LLC
Louisiana
$221K +$221K +14,276 New
State Street
229
State Street
Massachusetts
$216K – – –
CH
230
Cromwell Holdings
Wyoming
$214K – – –
MFG
231
Merit Financial Group
Georgia
$212K +$212K +13,695 New
Commonwealth Equity Services
232
Commonwealth Equity Services
Massachusetts
$211K -$526 -34 -0.2%
ACC
233
Acorn Creek Capital
Colorado
$210K +$1.55K +100 +0.7%
WI
234
WrapManager Inc
California
$206K -$19.5K -1,263 -9%
X
235
Xponance
Pennsylvania
$205K +$8.27K +535 +4%
AWM
236
Apollon Wealth Management
South Carolina
$203K -$48.2K -3,119 -19%
OL
237
Optas LLC
Texas
$201K +$14K +906 +7%
NRC
238
New Republic Capital
North Carolina
$196K -$11.5K -746 -6%
CP
239
Canopy Partners
Ohio
$195K +$2.18K +141 +1%
C
240
Certuity
Florida
$192K +$11.9K +770 +7%
TPI
241
Trust Point Inc
Wisconsin
$191K -$7.81K -505 -4%
AGC
242
Aspen Grove Capital
Colorado
$185K – – –
STA
243
Summit Trail Advisors
New York
$180K -$12.1K -781 -6%
WA
244
Wealthstream Advisors
New York
$179K +$1.89K +122 +1%
ET
245
Entropy Technologies
New York
$179K +$179K +11,600 New
RCAG
246
Rehmann Capital Advisory Group
Michigan
$173K -$25.4K -1,644 -13%
DOA
247
D'Orazio & Associates
Virginia
$172K +$13.4K +867 +8%
AP
248
Adero Partners
California
$169K +$6.56K +424 +4%
FLPIM
249
F.L. Putnam Investment Management
Massachusetts
$167K -$3.2K -207 -2%
WSFS
250
Wilmington Savings Fund Society
Delaware
$163K -$9.66K -625 -6%
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