SMFG icon

Sumitomo Mitsui Financial

437 hedge funds and large institutions have $2.44B invested in Sumitomo Mitsui Financial in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 201 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
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
$45.8M
Puts
$11.2M
Net Calls
Net Calls Change

Top Buyers

1 +$36M
2 +$32.6M
3 +$29.8M
4
American Century Companies
American Century Companies
Missouri
+$14M
5
BlackRock
BlackRock
New York
+$11M

Top Sellers

1 -$11.6M
2 -$7.99M
3 -$6.79M
4
RAM
Ramirez Asset Management
New York
-$6.47M
5
Goldman Sachs
Goldman Sachs
New York
-$6.21M
Name Holding Trade Value Shares
Change
Change in
Stake
JSAM
226
J. Safra Asset Management
New York
$384K
AWM
227
Aprio Wealth Management
Georgia
$383K
CIA
228
Concurrent Investment Advisors
Florida
$383K
GM
229
GeoWealth Management
Illinois
$380K
EWA
230
EP Wealth Advisors
California
$374K
Brown Advisory
231
Brown Advisory
Maryland
$372K
CA
232
Clearstead Advisors
Ohio
$372K
Marshall Wace
233
Marshall Wace
United Kingdom
$370K
OL
234
Optas LLC
Texas
$367K
Commonwealth Equity Services
235
Commonwealth Equity Services
Massachusetts
$363K
WFI
236
West Family Investments
California
$361K
SSA
237
Schonfeld Strategic Advisors
New York
$360K
NRC
238
New Republic Capital
North Carolina
$355K
SFS
239
Sowell Financial Services
Arkansas
$353K
VFA
240
Valeo Financial Advisors
Indiana
$353K
DWM
241
Dynasty Wealth Management
Florida
$345K
BHPW
242
Beverly Hills Private Wealth
California
$339K
S
243
Storgate
Texas
$339K
GA
244
Greenspring Advisors
Maryland
$338K
SCM
245
Sterling Capital Management
North Carolina
$338K
MWM
246
Modern Wealth Management
Kansas
$332K
BTI
247
Blue Trust Inc
Georgia
$329K
CGA
248
Channing Global Advisors
Florida
$329K
CAM
249
Cresset Asset Management
Illinois
$329K
EWM
250
Empirical Wealth Management
Washington
$326K