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Sumitomo Mitsui Financial

415 hedge funds and large institutions have $2.24B invested in Sumitomo Mitsui Financial in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 190 increasing their positions, 92 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
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
SMA
226
Sage Mountain Advisors
Georgia
$363K
BHPW
227
Beverly Hills Private Wealth
California
$361K
PCS
228
Personal CFO Solutions
New Jersey
$359K
OL
229
Optas LLC
Texas
$354K
DWM
230
Dynasty Wealth Management
Florida
$348K
WPC
231
Wedmont Private Capital
Pennsylvania
$339K
SFS
232
Sowell Financial Services
Arkansas
$337K
Commonwealth Equity Services
233
Commonwealth Equity Services
Massachusetts
$337K
AWM
234
Aprio Wealth Management
Georgia
$335K
KP
235
Keel Point
Alabama
$331K
HAG
236
HighPoint Advisor Group
Illinois
$312K
UB
237
UMB Bank
Missouri
$310K
Two Sigma Advisers
238
Two Sigma Advisers
New York
$303K
GA
239
Greenspring Advisors
Maryland
$303K
MWM
240
Modern Wealth Management
Kansas
$301K
SA
241
Sanctuary Advisors
Indiana
$300K
AWM
242
Apollon Wealth Management
South Carolina
$288K
NI
243
Natural Investments
California
$287K
BMCM
244
Burns Matteson Capital Management
New York
$286K
CAG
245
Csenge Advisory Group
Florida
$286K
BWP
246
BSW Wealth Partners
Colorado
$281K
BF
247
Brucke Financial
Indiana
$279K
CIA
248
Concurrent Investment Advisors
Florida
$278K
CPA
249
Capital Performance Advisors
California
$275K
AG
250
Ascent Group
Virginia
$274K