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Sumitomo Mitsui Financial

389 hedge funds and large institutions have $1.89B invested in Sumitomo Mitsui Financial in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 170 increasing their positions, 102 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
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
$52.8M
Puts
$321K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Aprio Wealth Management
Georgia
$276K
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$276K
UB
228
UMB Bank
Missouri
$269K
OL
229
Optas LLC
Texas
$267K
LFA
230
Legacy Financial Advisors
Kentucky
$266K
KAS
231
Kestra Advisory Services
Texas
$266K
WPC
232
Wedmont Private Capital
Pennsylvania
$261K
EWM
233
Empirical Wealth Management
Washington
$258K
BWP
234
BSW Wealth Partners
Colorado
$257K
VWM
235
Venturi Wealth Management
Texas
$256K
MWM
236
Modern Wealth Management
Kansas
$251K
Commonwealth Equity Services
237
Commonwealth Equity Services
Massachusetts
$251K
CAG
238
Csenge Advisory Group
Florida
$251K
SFS
239
Sowell Financial Services
Arkansas
$247K
FFA
240
Farther Finance Advisors
California
$247K
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
$247K
NI
242
Natural Investments
California
$245K
NW
243
NewEdge Wealth
Pennsylvania
$245K
JG
244
Jain Global
New York
$244K
CPA
245
Capital Performance Advisors
California
$244K
SA
246
Shilanski & Associates
Alaska
$243K
GWMR
247
GC Wealth Management RIA
Massachusetts
$242K
CBA
248
Coastal Bridge Advisors
Connecticut
$239K
AWM
249
Apollon Wealth Management
South Carolina
$237K
DWM
250
Dynasty Wealth Management
Florida
$237K