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Sumitomo Mitsui Financial

367 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, 150 increasing their positions, 117 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$49.2M
Puts
$642K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$236K
CBA
227
Coastal Bridge Advisors
Connecticut
$224K
SA
228
Shilanski & Associates
Alaska
$220K
NI
229
Natural Investments
California
$218K
CGA
230
Channing Global Advisors
Florida
$214K
CIA
231
Choate Investment Advisors
Massachusetts
$212K
BHPW
232
Beverly Hills Private Wealth
California
$212K
WIA
233
World Investment Advisors
California
$212K
State Street
234
State Street
Massachusetts
$211K
CH
235
Cromwell Holdings
Wyoming
$209K
FFA
236
Farther Finance Advisors
California
$209K
AWM
237
Apollon Wealth Management
South Carolina
$209K
AG
238
Ascent Group
Virginia
$208K
ACC
239
Acorn Creek Capital
Colorado
$207K
CPA
240
Capital Performance Advisors
California
$204K
X
241
Xponance
Pennsylvania
$203K
C
242
Certuity
Florida
$201K
NW
243
NewEdge Wealth
Pennsylvania
$193K
CP
244
Canopy Partners
Ohio
$190K
Kovitz Investment Group Partners
245
Kovitz Investment Group Partners
Illinois
$189K
CGL
246
Clarius Group LLC
Washington
$189K
WI
247
WrapManager Inc
California
$185K
VWM
248
Venturi Wealth Management
Texas
$184K
STA
249
Summit Trail Advisors
New York
$182K
EWA
250
EP Wealth Advisors
California
$182K