We are live on ! Find out more
SMFG icon

Sumitomo Mitsui Financial

422 hedge funds and large institutions have $2.24B invested in Sumitomo Mitsui Financial in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 192 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 91

97% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 38

18% more capital invested

Capital invested by funds: $1.89B → $2.24B (+$347M)

7% more funds holding

Funds holding: 395422 (+27)

0.04% more ownership

Funds ownership: 1.76%1.8% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
422
Holders Change
+27
Holders Change %
+6.84%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
75
Increased
192
Reduced
91
Closed
38
Calls
$60.4M
Puts
Net Calls
+$60.4M
Net Calls Change
+$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
251
Concurrent Investment Advisors
Florida
$278K +$249K +14,369 New
CPA
252
Capital Performance Advisors
California
$275K -$5.84K -337 -2%
AG
253
Ascent Group
Virginia
$274K +$19K +1,095 +8%
VCM
254
Voleon Capital Management
California
$272K +$244K +14,096 New
GM
255
GeoWealth Management
Illinois
$272K +$82.1K +4,737 +51%
CIA
256
Choate Investment Advisors
Massachusetts
$272K
CBA
257
Coastal Bridge Advisors
Connecticut
$271K -$5.08K -293 -2%
AAS
258
Ameritas Advisory Services
Nebraska
$270K +$242K +13,974 New
State Street
259
State Street
Massachusetts
$270K
FMI
260
Frec Markets Inc
California
$270K +$242K +13,950 New
SCM
261
Sterling Capital Management
North Carolina
$268K +$32.3K +1,864 +16%
ACC
262
Acorn Creek Capital
Colorado
$268K +$2.56K +148 +1%
CH
263
Cromwell Holdings
Wyoming
$268K
AP
264
Anchyra Partners
Georgia
$265K +$238K +13,709 New
WIA
265
World Investment Advisors
California
$264K +$236K +13,636 New
CP
266
Canopy Partners
Ohio
$263K +$4.49K +259 +2%
TFA
267
Transamerica Financial Advisors
Florida
$256K +$20.8K +1,198 +10%
IPW
268
Intergy Private Wealth
Colorado
$247K +$11.4K +657 +5%
APM
269
a16z Perennial Management
California
$245K
EWA
270
EP Wealth Advisors
California
$245K +$220K +12,689 New
WANY
271
Wealthspire Advisors (New York)
New York
$245K +$208K +12,008 +1,811%
CGL
272
Clarius Group LLC
Washington
$241K
Envestnet Portfolio Solutions
273
Envestnet Portfolio Solutions
Illinois
$240K +$2.1K +121 +1%
Cambridge Investment Research Advisors
274
Cambridge Investment Research Advisors
Iowa
$239K +$214K +12,371 New
IAA
275
Independent Advisor Alliance
North Carolina
$238K +$213K +12,312 New