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Sumitomo Mitsui Financial

371 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,571% more call options, than puts

Call options by funds: $49.2M | Put options by funds: $642K

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

27% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 118

3% more funds holding

Funds holding: 359371 (+12)

1% less capital invested

Capital invested by funds: $1.81B → $1.8B (-$11M)

1.18% less ownership

Funds ownership: 3.02%1.84% (-1.2%)

Holders
371
Holders Change
+12
Holders Change %
+3.34%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
150
Reduced
118
Closed
34
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
OL
226
Optas LLC
Texas
$239K +$40.5K +2,813 +22%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$236K -$16.2K -1,127 -7%
CBA
228
Coastal Bridge Advisors
Connecticut
$224K +$7.19K +500 +3%
SA
229
Shilanski & Associates
Alaska
$220K -$1.34K -93 -0.6%
NI
230
Natural Investments
California
$218K +$208K +14,446 New
CGA
231
Channing Global Advisors
Florida
$214K -$6.79K -472 -3%
CIA
232
Choate Investment Advisors
Massachusetts
$212K -$8.77K -610 -4%
BHPW
233
Beverly Hills Private Wealth
California
$212K -$7.33K -510 -4%
WIA
234
World Investment Advisors
California
$212K -$186K -12,968 -48%
State Street
235
State Street
Massachusetts
$211K
CH
236
Cromwell Holdings
Wyoming
$209K
FFA
237
Farther Finance Advisors
California
$209K +$48.7K +3,386 +32%
AWM
238
Apollon Wealth Management
South Carolina
$209K +$9.36K +651 +5%
AG
239
Ascent Group
Virginia
$208K -$20.6K -1,432 -9%
ACC
240
Acorn Creek Capital
Colorado
$207K +$1.7K +118 +0.9%
CPA
241
Capital Performance Advisors
California
$204K +$48K +3,337 +33%
X
242
Xponance
Pennsylvania
$203K +$2.99K +208 +2%
C
243
Certuity
Florida
$201K +$12.9K +900 +7%
SA
244
Sanctuary Advisors
Indiana
$196K -$22.3K -1,551 -11%
NW
245
NewEdge Wealth
Pennsylvania
$193K +$178K +12,375 New
CP
246
Canopy Partners
Ohio
$190K -$834 -58 -0.5%
Kovitz Investment Group Partners
247
Kovitz Investment Group Partners
Illinois
$189K +$180K +12,539 New
CGL
248
Clarius Group LLC
Washington
$189K +$34.4K +2,393 +24%
WI
249
WrapManager Inc
California
$185K -$15.5K -1,080 -8%
VWM
250
Venturi Wealth Management
Texas
$184K +$176K +12,206 New

SMFG Hedge Fund Activity: Q2 2025 in Review

371 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2025, worth a combined $1.8B — down 0.61% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SMFG positions and 34 closed out — a net gain of 21 holders — while 150 added to existing stakes and 118 trimmed.

The largest buyer was Millennium Management, adding an estimated $13.5M. The largest seller was Morgan Stanley, cutting an estimated $55.1M.

  • 371 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2025, up from 359 in Q1 2025.
  • Funds reported $1.8B of Sumitomo Mitsui Financial stock for Q2 2025, down 0.61% quarter-over-quarter.
  • 55 funds opened new Sumitomo Mitsui Financial positions in Q2 2025 and 34 closed out, a net change of +21 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2025 was Millennium Management, an estimated $13.5M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2025 was Morgan Stanley, an estimated $55.1M sold.

Based on aggregated 13F filings for Q2 2025.