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Sumitomo Mitsui Financial

370 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 151 increasing their positions, 117 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
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
$49.2M
Puts
$642K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
STA
251
Summit Trail Advisors
New York
$182K
EWA
252
EP Wealth Advisors
California
$182K
TPI
253
Trust Point Inc
Wisconsin
$182K
WA
254
Wealthstream Advisors
New York
$179K
FLPIM
255
F.L. Putnam Investment Management
Massachusetts
$177K
AGC
256
Aspen Grove Capital
Colorado
$176K
Commonwealth Equity Services
257
Commonwealth Equity Services
Massachusetts
$176K
Envestnet Portfolio Solutions
258
Envestnet Portfolio Solutions
Illinois
$175K
AHL
259
Abel Hall LLC
Louisiana
$173K
MCM
260
MAI Capital Management
Ohio
$171K
BIG
261
Brooklyn Investment Group
New York
$170K
IWM
262
IHT Wealth Management
Illinois
$168K
IPW
263
Intergy Private Wealth
Colorado
$166K
KCM
264
Kathmere Capital Management
Pennsylvania
$163K
BMCM
265
Burns Matteson Capital Management
New York
$162K
NRC
266
New Republic Capital
North Carolina
$162K
WSFS
267
Wilmington Savings Fund Society
Delaware
$159K
DOA
268
D'Orazio & Associates
Virginia
$158K
EWM
269
Empirical Wealth Management
Washington
$158K
HH
270
Hilltop Holdings
Texas
$156K
OBWG
271
Onyx Bridge Wealth Group
New York
$151K
GM
272
GeoWealth Management
Illinois
$136K
BGAI
273
Bruce G. Allen Investments
Colorado
$134K
Axa
274
Axa
France
$121K
FHA
275
First Horizon Advisors
Tennessee
$117K