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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

356 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, 157 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+10
Holders Change %
+2.89%
% of All Funds
4.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
47
Increased
157
Reduced
101
Closed
30
Calls
$52.2M
Puts
$130K
Net Calls
+$52.1M
Net Calls Change
+$1.95M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$176M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.4M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$8.33M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$5.25M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$6.03M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.93M
3
Jane Street
Jane Street
New York
-$5.62M
4
LG
Leuthold Group
Minnesota
-$4.33M
5
WA
Whipplewood Advisors
Colorado
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
251
Baron Wealth Management
Michigan
$159K +$159K +10,295 New
FFA
252
Farther Finance Advisors
California
$157K -$7.6K -504 -5%
CPA
253
Capital Performance Advisors
California
$157K +$157K +10,154 New
CGL
254
Clarius Group LLC
Washington
$156K -$2.68K -173 -2%
SMA
255
Seven Mile Advisory
New Jersey
$155K +$155K +10,029 New
OBWG
256
Onyx Bridge Wealth Group
New York
$155K – – –
BGAI
257
Bruce G. Allen Investments
Colorado
$135K +$50.5K +3,266 +60%
GWM
258
Geneos Wealth Management
Colorado
$130K +$95.8K +6,199 +278%
Axa
259
Axa
France
$124K +$10K +648 +9%
EWA
260
EverSource Wealth Advisors
Alabama
$120K -$133K -8,580 -53%
WF
261
Wayfinding Financial
Washington
$116K +$116K +7,528 New
HCP
262
Hexagon Capital Partners
Arkansas
$115K +$6.23K +403 +6%
PAM
263
Paradigm Asset Management
New York
$97.4K – – –
Bessemer Group
264
Bessemer Group
New Jersey
$94K +$64.1K +4,143 +215%
BIG
265
Brooklyn Investment Group
New York
$91.9K +$79.8K +5,159 +655%
SO
266
Sierra Ocean
California
$89.6K -$1.64K -106 -2%
PFBT
267
Parkside Financial Bank & Trust
Missouri
$83.4K -$39.4K -2,551 -32%
GM
268
GeoWealth Management
Illinois
$72.6K -$31.9K -2,064 -31%
TPCW
269
TD Private Client Wealth
New York
$64K +$57K +3,690 +824%
Barclays
270
Barclays
United Kingdom
$62K – – –
MHR
271
Matthew Hamilton Rosenberg
$59.2K – – –
RFS
272
Richardson Financial Services
Massachusetts
$54.8K +$758 +49 +1%
IA
273
IFP Advisors
Florida
$51.2K -$1.41K -91 -3%
HNB
274
Huntington National Bank
Ohio
$50.8K -$2.23K -144 -4%
Jones Financial Companies
275
Jones Financial Companies
Missouri
$48.3K +$26.8K +1,702 +124%
9 10
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