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Sumitomo Mitsui Financial

395 hedge funds and large institutions have $1.89B invested in Sumitomo Mitsui Financial in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 172 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,348% more call options, than puts

Call options by funds: $52.8M | Put options by funds: $321K

97% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 31

67% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 103

7% more funds holding

Funds holding: 370395 (+25)

5% more capital invested

Capital invested by funds: $1.8B → $1.89B (+$92.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.08% less ownership

Funds ownership: 1.84%1.76% (-0.08%)

Holders
395
Holders Change
+25
Holders Change %
+6.76%
% of All Funds
5.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
61
Increased
172
Reduced
103
Closed
31
Calls
$52.8M
Puts
$321K
Net Calls
+$52.5M
Net Calls Change
+$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
CGA
226
Channing Global Advisors
Florida
$277K +$37.6K +2,345 +17%
AWM
227
Aprio Wealth Management
Georgia
$276K +$10K +626 +4%
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$276K +$14.9K +930 +6%
UB
229
UMB Bank
Missouri
$269K -$13.5K -845 -5%
OL
230
Optas LLC
Texas
$267K +$2.08K +130 +0.8%
LFA
231
Legacy Financial Advisors
Kentucky
$266K +$255K +15,912 New
KAS
232
Kestra Advisory Services
Texas
$266K -$406K -25,333 -61%
WPC
233
Wedmont Private Capital
Pennsylvania
$261K -$11K -688 -4%
EWM
234
Empirical Wealth Management
Washington
$258K +$79.7K +4,976 +48%
BWP
235
BSW Wealth Partners
Colorado
$257K -$40K -2,499 -14%
VWM
236
Venturi Wealth Management
Texas
$256K +$49.7K +3,100 +25%
MWM
237
Modern Wealth Management
Kansas
$251K -$59.9K -3,740 -20%
Commonwealth Equity Services
238
Commonwealth Equity Services
Massachusetts
$251K +$54.1K +3,375 +29%
CAG
239
Csenge Advisory Group
Florida
$251K -$163K -10,155 -40%
SFS
240
Sowell Financial Services
Arkansas
$247K -$62.7K -3,916 -21%
FFA
241
Farther Finance Advisors
California
$247K +$14.8K +922 +7%
Susquehanna International Group
242
Susquehanna International Group
Pennsylvania
$247K +$236K +14,744 New
NI
243
Natural Investments
California
$245K +$3.24K +202 +1%
NW
244
NewEdge Wealth
Pennsylvania
$245K +$44.7K +2,789 +23%
JG
245
Jain Global
New York
$244K +$234K +14,602 New
CPA
246
Capital Performance Advisors
California
$244K +$17.1K +1,065 +8%
SA
247
Shilanski & Associates
Alaska
$243K -$208 -13 -0.1%
GWMR
248
GC Wealth Management RIA
Massachusetts
$242K +$232K +14,477 New
CBA
249
Coastal Bridge Advisors
Connecticut
$239K -$8.01K -500 -3%
AWM
250
Apollon Wealth Management
South Carolina
$237K +$5.86K +366 +3%

SMFG Hedge Fund Activity: Q3 2025 in Review

395 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2025, worth a combined $1.89B — up 5.1% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SMFG positions and 31 closed out — a net gain of 30 holders — while 172 added to existing stakes and 103 trimmed.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $21.9M. The largest seller was Morgan Stanley, cutting an estimated $162M.

  • 395 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2025, up from 370 in Q2 2025.
  • Funds reported $1.89B of Sumitomo Mitsui Financial stock for Q3 2025, up 5.1% quarter-over-quarter.
  • 61 funds opened new Sumitomo Mitsui Financial positions in Q3 2025 and 31 closed out, a net change of +30 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2025 was Toronto Dominion Bank, an estimated $21.9M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2025 was Morgan Stanley, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2025.