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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

368 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+12
Holders Change %
+3.37%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
54
Increased
152
Reduced
116
Closed
31
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$14.8M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$20.5M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$8.19M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$8.56M
5
MCM
5
Massar Capital Management
Connecticut
$7.56M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$472M
2
Goldman Sachs
2
Goldman Sachs
New York
$161M
3
UBS Group
3
UBS Group
Switzerland
$7M
4
SAM
4
Silvercrest Asset Management
New York
$0
5
BIMC
5
Benson Investment Management Company
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
276
Jones Financial Companies
Missouri
$112K +$65.3K +4,298 +140%
SCM
277
Sterling Capital Management
North Carolina
$105K +$91.4K +6,049 +698%
PAM
278
Paradigm Asset Management
New York
$95.2K – – –
SO
279
Sierra Ocean
California
$84.9K -$2.72K -180 -3%
PFBT
280
Parkside Financial Bank & Trust
Missouri
$78.1K -$3.42K -226 -4%
HFS
281
Hantz Financial Services
Michigan
$67K +$62.3K +4,143 +1,324%
Barclays
282
Barclays
United Kingdom
$60K – – –
MHR
283
Matthew Hamilton Rosenberg
$57.8K – – –
AAP
284
Arax Advisory Partners
Colorado
$56.6K +$45.3K +2,997 +402%
TPCW
285
TD Private Client Wealth
New York
$55.8K -$6.68K -442 -11%
RFS
286
Richardson Financial Services
Massachusetts
$54K +$483 +32 +0.9%
GWM
287
Geneos Wealth Management
Colorado
$50.3K -$77.2K -5,106 -61%
HNB
288
Huntington National Bank
Ohio
$47.2K -$2.51K -166 -5%
CIA
289
Cape Investment Advisory
Georgia
$43.2K +$31.5K +2,087 +271%
IA
290
IFP Advisors
Florida
$42.9K -$7.15K -473 -14%
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$42.3K +$3.66K +242 +9%
AF
292
Allworth Financial
California
$41.6K +$14.4K +955 +53%
SPIA
293
Steward Partners Investment Advisory
New York
$41.1K -$1.44K -95 -3%
ZBNA
294
Zions Bancorporation, National Association
Utah
$40.9K -$499 -33 -1%
HT
295
Headlands Technologies
Illinois
$38.8K +$38.8K +2,570 New
PCM
296
Perritt Capital Management
Illinois
$37.8K – – –
JWA
297
JFS Wealth Advisors
Pennsylvania
$36.4K – – –
PSFG
298
Park Square Financial Group
Georgia
$36K +$7.75K +513 +27%
TPWA
299
Twin Peaks Wealth Advisors
California
$33.7K +$33.7K +2,064 New
PTC
300
Private Trust Company
Ohio
$33.4K -$1.9K -126 -5%
10 11
12
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