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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
EWM
251
Empirical Wealth Management
Washington
$326K +$108K +5,142 +45%
JIC
252
Johnson Investment Counsel
Ohio
$321K -$311K -14,798 -48%
UB
253
UMB Bank
Missouri
$315K -$2.67K -127 -0.8%
WPC
254
Wedmont Private Capital
Pennsylvania
$307K -$59.3K -2,821 -17%
GWMR
255
GC Wealth Management RIA
Massachusetts
$304K +$106K +5,046 +49%
IAA
256
Independent Advisor Alliance
North Carolina
$295K +$55.1K +2,623 +21%
TFA
257
Transamerica Financial Advisors
Florida
$293K +$33.9K +1,613 +12%
CPA
258
Capital Performance Advisors
California
$290K +$9.26K +441 +3%
CIA
259
Choate Investment Advisors
Massachusetts
$289K +$12.2K +580 +4%
AP
260
Anchyra Partners
Georgia
$283K +$13K +620 +5%
WCFA
261
Walkner Condon Financial Advisors
Wisconsin
$282K +$54.7K +2,605 +22%
AG
262
Ascent Group
Virginia
$280K +$42 +2 +0%
BWP
263
BSW Wealth Partners
Colorado
$280K -$7.42K -353 -2%
ACC
264
Acorn Creek Capital
Colorado
$277K +$3.23K +154 +1%
CAG
265
Csenge Advisory Group
Florida
$277K -$16.4K -783 -5%
State Street
266
State Street
Massachusetts
$276K
AWM
267
Athena Wealth Management
Nevada
$275K +$292K +13,908 New
CH
268
Cromwell Holdings
Wyoming
$273K
CP
269
Canopy Partners
Ohio
$270K +$630 +30 +0.2%
Susquehanna International Group
270
Susquehanna International Group
Pennsylvania
$269K +$30.3K +1,444 +12%
WIA
271
World Investment Advisors
California
$267K -$2.67K -127 -0.9%
NI
272
Natural Investments
California
$266K -$28.6K -1,362 -9%
MFS
273
Mattson Financial Services
Michigan
$266K +$282K +13,444 New
BC
274
Bridgefront Capital
Texas
$256K +$273K +12,981 New
FAOAI
275
Fund Advisors of America Inc
Florida
$255K -$77.8K -3,704 -22%