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Sumitomo Mitsui Financial

371 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, 150 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,571% more call options, than puts

Call options by funds: $49.2M | Put options by funds: $642K

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

27% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 118

3% more funds holding

Funds holding: 359371 (+12)

1% less capital invested

Capital invested by funds: $1.81B → $1.8B (-$11M)

1.18% less ownership

Funds ownership: 3.02%1.84% (-1.2%)

Holders
371
Holders Change
+12
Holders Change %
+3.34%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
150
Reduced
118
Closed
34
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
STA
251
Summit Trail Advisors
New York
$182K +$2.88K +200 +2%
EWA
252
EP Wealth Advisors
California
$182K +$173K +12,025 New
TPI
253
Trust Point Inc
Wisconsin
$182K -$5.03K -350 -3%
WA
254
Wealthstream Advisors
New York
$179K +$3.51K +244 +2%
FLPIM
255
F.L. Putnam Investment Management
Massachusetts
$177K +$13.2K +921 +9%
AGC
256
Aspen Grove Capital
Colorado
$176K -$7.25K -504 -4%
Commonwealth Equity Services
257
Commonwealth Equity Services
Massachusetts
$176K -$28.8K -2,003 -15%
Envestnet Portfolio Solutions
258
Envestnet Portfolio Solutions
Illinois
$175K -$100K -6,983 -38%
AHL
259
Abel Hall LLC
Louisiana
$173K -$40.9K -2,843 -20%
MCM
260
MAI Capital Management
Ohio
$171K +$159K +11,090 +4,973%
BIG
261
Brooklyn Investment Group
New York
$170K +$76.5K +5,318 +89%
IWM
262
IHT Wealth Management
Illinois
$168K +$160K +11,127 New
IPW
263
Intergy Private Wealth
Colorado
$166K +$158K +11,011 New
KCM
264
Kathmere Capital Management
Pennsylvania
$163K -$55.1K -3,829 -26%
BMCM
265
Burns Matteson Capital Management
New York
$162K +$155K +10,746 New
NRC
266
New Republic Capital
North Carolina
$162K -$28.7K -1,996 -16%
WSFS
267
Wilmington Savings Fund Society
Delaware
$159K
DOA
268
D'Orazio & Associates
Virginia
$158K -$9.12K -634 -6%
EWM
269
Empirical Wealth Management
Washington
$158K +$150K +10,447 New
HH
270
Hilltop Holdings
Texas
$156K +$148K +10,312 New
OBWG
271
Onyx Bridge Wealth Group
New York
$151K
GM
272
GeoWealth Management
Illinois
$136K +$62.1K +4,319 +92%
BGAI
273
Bruce G. Allen Investments
Colorado
$134K +$2.66K +185 +2%
Axa
274
Axa
France
$121K
FHA
275
First Horizon Advisors
Tennessee
$117K +$70.9K +4,929 +176%

SMFG Hedge Fund Activity: Q2 2025 in Review

371 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2025, worth a combined $1.8B — down 0.61% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SMFG positions and 34 closed out — a net gain of 21 holders — while 150 added to existing stakes and 118 trimmed.

The largest buyer was Millennium Management, adding an estimated $13.5M. The largest seller was Morgan Stanley, cutting an estimated $55.1M.

  • 371 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2025, up from 359 in Q1 2025.
  • Funds reported $1.8B of Sumitomo Mitsui Financial stock for Q2 2025, down 0.61% quarter-over-quarter.
  • 55 funds opened new Sumitomo Mitsui Financial positions in Q2 2025 and 34 closed out, a net change of +21 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2025 was Millennium Management, an estimated $13.5M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2025 was Morgan Stanley, an estimated $55.1M sold.

Based on aggregated 13F filings for Q2 2025.