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Sumitomo Mitsui Financial

422 hedge funds and large institutions have $2.24B invested in Sumitomo Mitsui Financial in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 192 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 91

97% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 38

18% more capital invested

Capital invested by funds: $1.89B → $2.24B (+$347M)

7% more funds holding

Funds holding: 395422 (+27)

0.04% more ownership

Funds ownership: 1.76%1.8% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
422
Holders Change
+27
Holders Change %
+6.84%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
75
Increased
192
Reduced
91
Closed
38
Calls
$60.4M
Puts
Net Calls
+$60.4M
Net Calls Change
+$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
226
Kathmere Capital Management
Pennsylvania
$371K +$3.4K +196 +1%
AAP
227
Arax Advisory Partners
Colorado
$363K -$63.9K -3,689 -16%
SMA
228
Sage Mountain Advisors
Georgia
$363K
BHPW
229
Beverly Hills Private Wealth
California
$361K +$6.78K +391 +2%
PCS
230
Personal CFO Solutions
New Jersey
$359K +$21.4K +1,236 +7%
OL
231
Optas LLC
Texas
$354K +$41.4K +2,386 +15%
DWM
232
Dynasty Wealth Management
Florida
$348K +$67.3K +3,882 +27%
WPC
233
Wedmont Private Capital
Pennsylvania
$339K +$13.7K +789 +5%
SFS
234
Sowell Financial Services
Arkansas
$337K +$46K +2,653 +18%
Commonwealth Equity Services
235
Commonwealth Equity Services
Massachusetts
$337K +$41.9K +2,416 +16%
AWM
236
Aprio Wealth Management
Georgia
$335K +$14K +805 +5%
KP
237
Keel Point
Alabama
$331K -$468 -27 -0.2%
FAOAI
238
Fund Advisors of America Inc
Florida
$321K +$288K +16,598 New
HAG
239
HighPoint Advisor Group
Illinois
$312K -$11.1K -640 -4%
UB
240
UMB Bank
Missouri
$310K
Two Sigma Advisers
241
Two Sigma Advisers
New York
$303K +$272K +15,700 New
GA
242
Greenspring Advisors
Maryland
$303K +$272K +15,685 New
MWM
243
Modern Wealth Management
Kansas
$301K +$9.43K +544 +4%
SA
244
Sanctuary Advisors
Indiana
$300K +$27K +1,555 +11%
AWM
245
Apollon Wealth Management
South Carolina
$288K +$13K +749 +5%
NI
246
Natural Investments
California
$287K +$3.69K +213 +1%
BMCM
247
Burns Matteson Capital Management
New York
$286K +$24.2K +1,398 +10%
CAG
248
Csenge Advisory Group
Florida
$286K -$2.88K -166 -1%
BWP
249
BSW Wealth Partners
Colorado
$281K -$14.1K -816 -5%
BF
250
Brucke Financial
Indiana
$279K +$14.6K +842 +6%