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Sumitomo Mitsui Financial

395 hedge funds and large institutions have $1.89B invested in Sumitomo Mitsui Financial in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 172 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,348% more call options, than puts

Call options by funds: $52.8M | Put options by funds: $321K

97% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 31

67% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 103

7% more funds holding

Funds holding: 370395 (+25)

5% more capital invested

Capital invested by funds: $1.8B → $1.89B (+$92.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.08% less ownership

Funds ownership: 1.84%1.76% (-0.08%)

Holders
395
Holders Change
+25
Holders Change %
+6.76%
% of All Funds
5.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
61
Increased
172
Reduced
103
Closed
31
Calls
$52.8M
Puts
$321K
Net Calls
+$52.5M
Net Calls Change
+$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
251
Dynasty Wealth Management
Florida
$237K +$226K +14,130 New
CIA
252
Choate Investment Advisors
Massachusetts
$235K
STA
253
Summit Trail Advisors
New York
$235K +$35.3K +2,201 +19%
SA
254
Sanctuary Advisors
Indiana
$234K +$15.6K +975 +8%
State Street
255
State Street
Massachusetts
$234K
WA
256
Wealthstream Advisors
New York
$233K +$33.6K +2,098 +18%
CH
257
Cromwell Holdings
Wyoming
$232K
ACC
258
Acorn Creek Capital
Colorado
$230K +$577 +36 +0.3%
BMCM
259
Burns Matteson Capital Management
New York
$224K +$42.5K +2,656 +25%
CP
260
Canopy Partners
Ohio
$224K +$13K +810 +6%
VAS
261
Vestmark Advisory Solutions
Massachusetts
$223K -$43.2K -2,695 -17%
BF
262
Brucke Financial
Indiana
$221K +$218K +13,599 New
AIM
263
AXA Investment Managers
France
$221K +$211K +13,188 New
AG
264
Ascent Group
Virginia
$219K -$10.9K -683 -5%
SSC
265
Syverson Strege & Co
Iowa
$215K -$93.4K -5,831 -31%
APM
266
a16z Perennial Management
California
$213K +$203K +12,699 New
WRPWM
267
Werba Rubin Papier Wealth Management
California
$212K -$86.5K -5,400 -30%
CGL
268
Clarius Group LLC
Washington
$209K
NRC
269
New Republic Capital
North Carolina
$206K +$25.5K +1,594 +15%
Envestnet Portfolio Solutions
270
Envestnet Portfolio Solutions
Illinois
$206K +$10.9K +678 +6%
IPW
271
Intergy Private Wealth
Colorado
$203K +$18.1K +1,132 +10%
TFA
272
Transamerica Financial Advisors
Florida
$202K -$73.1K -4,561 -27%
BHCM
273
Brevan Howard Capital Management
Jersey
$201K +$192K +12,017 New
SCM
274
Sterling Capital Management
North Carolina
$201K +$81.7K +5,099 +74%
Barclays
275
Barclays
United Kingdom
$193K +$121K +7,540 +189%

SMFG Hedge Fund Activity: Q3 2025 in Review

395 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2025, worth a combined $1.89B — up 5.1% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SMFG positions and 31 closed out — a net gain of 30 holders — while 172 added to existing stakes and 103 trimmed.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $21.9M. The largest seller was Morgan Stanley, cutting an estimated $162M.

  • 395 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2025, up from 370 in Q2 2025.
  • Funds reported $1.89B of Sumitomo Mitsui Financial stock for Q3 2025, up 5.1% quarter-over-quarter.
  • 61 funds opened new Sumitomo Mitsui Financial positions in Q3 2025 and 31 closed out, a net change of +30 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2025 was Toronto Dominion Bank, an estimated $21.9M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2025 was Morgan Stanley, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2025.