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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

368 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+12
Holders Change %
+3.37%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
54
Increased
152
Reduced
116
Closed
31
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$14.8M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$20.5M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$8.19M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$8.56M
5
MCM
5
Massar Capital Management
Connecticut
$7.56M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$472M
2
Goldman Sachs
2
Goldman Sachs
New York
$161M
3
UBS Group
3
UBS Group
Switzerland
$7M
4
SAM
4
Silvercrest Asset Management
New York
$0
5
BIMC
5
Benson Investment Management Company
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
251
EP Wealth Advisors
California
$182K +$182K +12,025 New
TPI
252
Trust Point Inc
Wisconsin
$182K -$5.29K -350 -3%
WA
253
Wealthstream Advisors
New York
$179K +$3.69K +244 +2%
FLPIM
254
F.L. Putnam Investment Management
Massachusetts
$177K +$13.9K +921 +9%
AGC
255
Aspen Grove Capital
Colorado
$176K -$7.73K -504 -4%
Commonwealth Equity Services
256
Commonwealth Equity Services
Massachusetts
$176K -$30.3K -2,003 -15%
Envestnet Portfolio Solutions
257
Envestnet Portfolio Solutions
Illinois
$175K -$106K -6,983 -38%
AHL
258
Abel Hall LLC
Louisiana
$173K -$43K -2,843 -20%
MCM
259
MAI Capital Management
Ohio
$171K +$168K +11,090 +4,973%
BIG
260
Brooklyn Investment Group
New York
$170K +$80.4K +5,318 +89%
IWM
261
IHT Wealth Management
Illinois
$168K +$168K +11,127 New
IPW
262
Intergy Private Wealth
Colorado
$166K +$166K +11,011 New
CAM
263
Cresset Asset Management
Illinois
$163K -$72.6K -4,725 -31%
KCM
264
Kathmere Capital Management
Pennsylvania
$163K -$57.9K -3,829 -26%
BMCM
265
Burns Matteson Capital Management
New York
$162K +$162K +10,746 New
NRC
266
New Republic Capital
North Carolina
$162K -$30.2K -1,996 -16%
WSFS
267
Wilmington Savings Fund Society
Delaware
$159K – – –
DOA
268
D'Orazio & Associates
Virginia
$158K -$9.58K -634 -6%
EWM
269
Empirical Wealth Management
Washington
$158K +$158K +10,447 New
HH
270
Hilltop Holdings
Texas
$156K +$156K +10,312 New
OBWG
271
Onyx Bridge Wealth Group
New York
$151K – – –
GM
272
GeoWealth Management
Illinois
$136K +$65.3K +4,319 +92%
BGAI
273
Bruce G. Allen Investments
Colorado
$134K +$2.8K +185 +2%
Axa
274
Axa
France
$121K – – –
FHA
275
First Horizon Advisors
Tennessee
$117K +$74.5K +4,929 +176%
9 10
11
12 13