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Sumitomo Mitsui Financial

393 hedge funds and large institutions have $1.9B invested in Sumitomo Mitsui Financial in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 172 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
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
CGA
226
Channing Global Advisors
Florida
$277K
AWM
227
Aprio Wealth Management
Georgia
$276K
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$276K
UB
229
UMB Bank
Missouri
$269K
OL
230
Optas LLC
Texas
$267K
LFA
231
Legacy Financial Advisors
Kentucky
$266K
KAS
232
Kestra Advisory Services
Texas
$266K
WPC
233
Wedmont Private Capital
Pennsylvania
$261K
EWM
234
Empirical Wealth Management
Washington
$258K
BWP
235
BSW Wealth Partners
Colorado
$257K
VWM
236
Venturi Wealth Management
Texas
$256K
MWM
237
Modern Wealth Management
Kansas
$251K
Commonwealth Equity Services
238
Commonwealth Equity Services
Massachusetts
$251K
CAG
239
Csenge Advisory Group
Florida
$251K
SFS
240
Sowell Financial Services
Arkansas
$247K
FFA
241
Farther Finance Advisors
California
$247K
Susquehanna International Group
242
Susquehanna International Group
Pennsylvania
$247K
NI
243
Natural Investments
California
$245K
NW
244
NewEdge Wealth
Pennsylvania
$245K
JG
245
Jain Global
New York
$244K
CPA
246
Capital Performance Advisors
California
$244K
SA
247
Shilanski & Associates
Alaska
$243K
GWMR
248
GC Wealth Management RIA
Massachusetts
$242K
CBA
249
Coastal Bridge Advisors
Connecticut
$239K
AWM
250
Apollon Wealth Management
South Carolina
$237K