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Sumitomo Mitsui Financial

439 hedge funds and large institutions have $2.44B invested in Sumitomo Mitsui Financial in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 202 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $45.8M | Put options by funds: $11.2M

89% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 107

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

9% more capital invested

Capital invested by funds: $2.24B → $2.44B (+$203M)

4% more funds holding

Funds holding: 422439 (+17)

0.14% more ownership

Funds ownership: 1.8%1.94% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
439
Holders Change
+17
Holders Change %
+4.03%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
61
Increased
202
Reduced
107
Closed
34
Calls
$45.8M
Puts
$11.2M
Net Calls
+$34.5M
Net Calls Change
-$25.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
276
Ameritas Advisory Services
Nebraska
$251K -$26.7K -1,270 -9%
APM
277
a16z Perennial Management
California
$251K
SG Americas Securities
278
SG Americas Securities
New York
$250K +$113K +5,373 +74%
BFA
279
Brown Financial Advisors
Ohio
$250K +$265K +12,634 New
IPW
280
Intergy Private Wealth
Colorado
$250K -$3.51K -167 -1%
EC
281
EntryPoint Capital
New York
$247K +$263K +12,525 New
7WCP
282
71 West Capital Partners
Massachusetts
$245K +$33.2K +1,579 +15%
5NPW
283
55 North Private Wealth
Florida
$242K +$39.2K +1,867 +18%
Cambridge Investment Research Advisors
284
Cambridge Investment Research Advisors
Iowa
$240K -$4.31K -205 -2%
SSC
285
Syverson Strege & Co
Iowa
$237K
CBU
286
CIBC Bancorp USA
Illinois
$237K +$252K +12,019 New
Envestnet Portfolio Solutions
287
Envestnet Portfolio Solutions
Illinois
$237K -$8.45K -402 -3%
Two Sigma Investments
288
Two Sigma Investments
New York
$237K +$252K +12,000 New
AWM
289
Apollon Wealth Management
South Carolina
$232K -$66.2K -3,153 -21%
BF
290
Brucke Financial
Indiana
$228K -$60.8K -2,894 -20%
CBA
291
Coastal Bridge Advisors
Connecticut
$225K -$54.6K -2,600 -19%
KWA
292
Kingswood Wealth Advisors
California
$224K +$239K +11,365 New
ACA
293
Atlas Capital Advisors
Wyoming
$223K -$331K -15,734 -58%
WRPWM
294
Werba Rubin Papier Wealth Management
California
$216K -$2.1K -100 -0.9%
TFA
295
Tranquilli Financial Advisor
New Jersey
$215K +$229K +10,898 New
RA
296
Riversedge Advisors
Delaware
$207K +$4.83K +230 +2%
AWM
297
Angeles Wealth Management
California
$206K +$219K +10,406 New
DOA
298
D'Orazio & Associates
Virginia
$204K
KP
299
Keel Point
Alabama
$203K -$144K -6,852 -40%
XWL
300
XXI Wealth LLC
Illinois
$200K +$212K +10,109 New