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Sumitomo Mitsui Financial

421 hedge funds and large institutions have $2.24B invested in Sumitomo Mitsui Financial in 2025 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 192 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
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
$60.4M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
226
Arax Advisory Partners
Colorado
$363K
SMA
227
Sage Mountain Advisors
Georgia
$363K
BHPW
228
Beverly Hills Private Wealth
California
$361K
PCS
229
Personal CFO Solutions
New Jersey
$359K
OL
230
Optas LLC
Texas
$354K
DWM
231
Dynasty Wealth Management
Florida
$348K
WPC
232
Wedmont Private Capital
Pennsylvania
$339K
SFS
233
Sowell Financial Services
Arkansas
$337K
Commonwealth Equity Services
234
Commonwealth Equity Services
Massachusetts
$337K
AWM
235
Aprio Wealth Management
Georgia
$335K
KP
236
Keel Point
Alabama
$331K
FAOAI
237
Fund Advisors of America Inc
Florida
$321K
HAG
238
HighPoint Advisor Group
Illinois
$312K
UB
239
UMB Bank
Missouri
$310K
Two Sigma Advisers
240
Two Sigma Advisers
New York
$303K
GA
241
Greenspring Advisors
Maryland
$303K
MWM
242
Modern Wealth Management
Kansas
$301K
SA
243
Sanctuary Advisors
Indiana
$300K
AWM
244
Apollon Wealth Management
South Carolina
$288K
NI
245
Natural Investments
California
$287K
BMCM
246
Burns Matteson Capital Management
New York
$286K
CAG
247
Csenge Advisory Group
Florida
$286K
BWP
248
BSW Wealth Partners
Colorado
$281K
BF
249
Brucke Financial
Indiana
$279K
CIA
250
Concurrent Investment Advisors
Florida
$278K