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Sumitomo Mitsui Financial

439 hedge funds and large institutions have $2.44B invested in Sumitomo Mitsui Financial in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 202 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $45.8M | Put options by funds: $11.2M

89% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 107

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

9% more capital invested

Capital invested by funds: $2.24B → $2.44B (+$203M)

4% more funds holding

Funds holding: 422439 (+17)

0.14% more ownership

Funds ownership: 1.8%1.94% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
439
Holders Change
+17
Holders Change %
+4.03%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
61
Increased
202
Reduced
107
Closed
34
Calls
$45.8M
Puts
$11.2M
Net Calls
+$34.5M
Net Calls Change
-$25.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
226
Prime Capital Investment Advisors
Kansas
$389K -$26.1K -1,241 -6%
JSAM
227
J. Safra Asset Management
New York
$384K +$409K +19,466 New
AWM
228
Aprio Wealth Management
Georgia
$383K +$43.5K +2,072 +12%
CIA
229
Concurrent Investment Advisors
Florida
$383K +$105K +5,009 +35%
GM
230
GeoWealth Management
Illinois
$380K +$109K +5,185 +37%
EWA
231
EP Wealth Advisors
California
$374K +$131K +6,258 +49%
Brown Advisory
232
Brown Advisory
Maryland
$372K +$396K +18,858 New
CA
233
Clearstead Advisors
Ohio
$372K +$396K +18,848 New
Marshall Wace
234
Marshall Wace
United Kingdom
$370K -$1.21M -57,417 -75%
OL
235
Optas LLC
Texas
$367K +$4.77K +227 +1%
Commonwealth Equity Services
236
Commonwealth Equity Services
Massachusetts
$363K +$20.1K +958 +6%
WFI
237
West Family Investments
California
$361K -$273K -13,005 -42%
SSA
238
Schonfeld Strategic Advisors
New York
$360K +$383K +18,214 New
NRC
239
New Republic Capital
North Carolina
$355K -$225K -10,698 -37%
SFS
240
Sowell Financial Services
Arkansas
$353K +$9.18K +437 +3%
VFA
241
Valeo Financial Advisors
Indiana
$353K -$148K -7,048 -28%
DWM
242
Dynasty Wealth Management
Florida
$345K -$11.2K -534 -3%
BHPW
243
Beverly Hills Private Wealth
California
$339K -$31.6K -1,503 -8%
S
244
Storgate
Texas
$339K +$361K +17,177 New
GA
245
Greenspring Advisors
Maryland
$338K +$30.3K +1,442 +9%
SCM
246
Sterling Capital Management
North Carolina
$338K +$68K +3,236 +23%
MWM
247
Modern Wealth Management
Kansas
$332K +$10.1K +482 +3%
BTI
248
Blue Trust Inc
Georgia
$329K -$107K -5,071 -23%
CGA
249
Channing Global Advisors
Florida
$329K -$88.5K -4,211 -20%
CAM
250
Cresset Asset Management
Illinois
$329K +$349K +16,633 New