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Sumitomo Mitsui Financial

347 hedge funds and large institutions have $1.49B invested in Sumitomo Mitsui Financial in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 149 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,702% more call options, than puts

Call options by funds: $50.6M | Put options by funds: $395K

75% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 28

49% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 100

28% more capital invested

Capital invested by funds: $1.16B → $1.49B (+$327M)

5% more funds holding

Funds holding: 332347 (+15)

4.54% less ownership

Funds ownership: 7.15%2.61% (-4.5%)

Holders
347
Holders Change
+15
Holders Change %
+4.52%
% of All Funds
4.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
49
Increased
149
Reduced
100
Closed
28
Calls
$50.6M
Puts
$395K
Net Calls
+$50.2M
Net Calls Change
+$5.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
276
Bessemer Group
New Jersey
$28K +$15.4K +1,119 +138%
CIBC Private Wealth Group
277
CIBC Private Wealth Group
Georgia
$27.9K +$4.29K +312 +20%
AA
278
Addison Advisors
Vermont
$27.2K
RA
279
Rise Advisors
New York
$26.7K +$330 +24 +1%
PEAK6
280
PEAK6
Illinois
$25.1K +$23.8K +1,734 New
CAWM
281
Capital A Wealth Management
Pennsylvania
$24.8K +$23.5K +1,712 New
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$23.3K +$9.13K +665 +70%
AF
283
Allworth Financial
California
$23.2K +$5.43K +395 +33%
RIL
284
Rothschild Investment LLC
Illinois
$21.9K -$29.4K -2,142 -59%
Jones Financial Companies
285
Jones Financial Companies
Missouri
$19.9K +$3.41K +248 +22%
WA
286
Whipplewood Advisors
Colorado
$19K +$18K +1,311 New
FMP
287
Financial Management Professionals
Texas
$18.5K
APW
288
Aventura Private Wealth
Florida
$17.3K +$16.4K +1,193 New
GFPC
289
Global Financial Private Client
Florida
$17K
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
$16.2K
VWM
291
Venturi Wealth Management
Texas
$16.1K +$1.87K +136 +14%
HI
292
Human Investing
Oregon
$15.9K +$15.1K +1,100 New
AWM
293
Avior Wealth Management
Nebraska
$14.4K -$907 -66 -6%
CIA
294
Cape Investment Advisory
Georgia
$14.3K
GKIM
295
GW&K Investment Management
Massachusetts
$14K
EBA
296
Eagle Bay Advisors
New York
$14K
NA
297
NewEdge Advisors
Louisiana
$13.2K
SCM
298
Sterling Capital Management
North Carolina
$12.6K
HWA
299
HHM Wealth Advisors
Tennessee
$11.7K
BIG
300
Brooklyn Investment Group
New York
$11.4K +$10.8K +788 New

SMFG Hedge Fund Activity: Q4 2024 in Review

347 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2024, worth a combined $1.49B — up 28% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SMFG positions and 28 closed out — a net gain of 21 holders — while 149 added to existing stakes and 100 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $101M. The largest seller was Arrowstreet Capital, cutting an estimated $18.4M.

  • 347 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2024, up from 332 in Q3 2024.
  • Funds reported $1.49B of Sumitomo Mitsui Financial stock for Q4 2024, up 28% quarter-over-quarter.
  • 49 funds opened new Sumitomo Mitsui Financial positions in Q4 2024 and 28 closed out, a net change of +21 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q4 2024 was Morgan Stanley, an estimated $101M added.
  • The largest Sumitomo Mitsui Financial seller in Q4 2024 was Arrowstreet Capital, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2024.