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Sumitomo Mitsui Financial

359 hedge funds and large institutions have $1.81B invested in Sumitomo Mitsui Financial in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

40,091% more call options, than puts

Call options by funds: $52.2M | Put options by funds: $130K

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

22% more capital invested

Capital invested by funds: $1.49B → $1.81B (+$328M)

3% more funds holding

Funds holding: 348359 (+11)

0.41% more ownership

Funds ownership: 2.61%3.02% (+0.41%)

Holders
359
Holders Change
+11
Holders Change %
+3.16%
% of All Funds
4.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
47
Increased
156
Reduced
103
Closed
30
Calls
$52.2M
Puts
$130K
Net Calls
+$52.1M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
251
Wilmington Savings Fund Society
Delaware
$163K -$9.51K -625 -6%
BWM
252
Baron Wealth Management
Michigan
$159K +$157K +10,295 New
FFA
253
Farther Finance Advisors
California
$157K -$7.67K -504 -5%
CPA
254
Capital Performance Advisors
California
$157K +$154K +10,154 New
CGL
255
Clarius Group LLC
Washington
$156K -$2.63K -173 -2%
SMA
256
Seven Mile Advisory
New Jersey
$155K +$153K +10,029 New
OBWG
257
Onyx Bridge Wealth Group
New York
$155K
BGAI
258
Bruce G. Allen Investments
Colorado
$135K +$49.7K +3,266 +60%
GWM
259
Geneos Wealth Management
Colorado
$130K +$94.3K +6,199 +278%
Axa
260
Axa
France
$124K +$9.86K +648 +9%
EWA
261
EverSource Wealth Advisors
Alabama
$120K -$131K -8,580 -53%
WF
262
Wayfinding Financial
Washington
$116K +$115K +7,528 New
HCP
263
Hexagon Capital Partners
Arkansas
$115K +$6.13K +403 +6%
PAM
264
Paradigm Asset Management
New York
$97.4K
Bessemer Group
265
Bessemer Group
New Jersey
$94K +$63K +4,143 +215%
BIG
266
Brooklyn Investment Group
New York
$91.9K +$78.5K +5,159 +655%
SO
267
Sierra Ocean
California
$89.6K -$1.61K -106 -2%
PFBT
268
Parkside Financial Bank & Trust
Missouri
$83.4K -$38.8K -2,551 -32%
GM
269
GeoWealth Management
Illinois
$72.6K -$31.4K -2,064 -31%
TPCW
270
TD Private Client Wealth
New York
$64K +$56.1K +3,690 +824%
Barclays
271
Barclays
United Kingdom
$61.8K
MHR
272
Matthew Hamilton Rosenberg
$59.2K
RFS
273
Richardson Financial Services
Massachusetts
$54.8K +$745 +49 +1%
IA
274
IFP Advisors
Florida
$51.2K -$1.38K -91 -3%
HNB
275
Huntington National Bank
Ohio
$50.8K -$2.19K -144 -4%

SMFG Hedge Fund Activity: Q1 2025 in Review

359 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2025, worth a combined $1.81B — up 22% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SMFG positions and 30 closed out — a net gain of 17 holders — while 156 added to existing stakes and 103 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $173M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $5.93M sold.

  • 359 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2025, up from 348 in Q4 2024.
  • Funds reported $1.81B of Sumitomo Mitsui Financial stock for Q1 2025, up 22% quarter-over-quarter.
  • 47 funds opened new Sumitomo Mitsui Financial positions in Q1 2025 and 30 closed out, a net change of +17 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2025 was Morgan Stanley, an estimated $173M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2025 was Arrowstreet Capital, an estimated $5.93M sold.

Based on aggregated 13F filings for Q1 2025.