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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

356 hedge funds and large institutions have $1.81B invested in Sumitomo Mitsui Financial in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 157 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+10
Holders Change %
+2.89%
% of All Funds
4.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
47
Increased
157
Reduced
101
Closed
30
Calls
$52.2M
Puts
$130K
Net Calls
+$52.1M
Net Calls Change
+$1.95M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$176M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.4M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$8.33M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$5.25M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$6.03M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.93M
3
Jane Street
Jane Street
New York
-$5.62M
4
LG
Leuthold Group
Minnesota
-$4.33M
5
WA
Whipplewood Advisors
Colorado
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
276
Steward Partners Investment Advisory
New York
$43.5K +$1.64K +106 +4%
FHA
277
First Horizon Advisors
Tennessee
$43.3K +$6.11K +395 +16%
ZBNA
278
Zions Bancorporation, National Association
Utah
$42.3K +$42.3K +2,737 New
PCM
279
Perritt Capital Management
Illinois
$38.7K – – –
JWA
280
JFS Wealth Advisors
Pennsylvania
$37.3K – – –
FMP
281
Financial Management Professionals
Texas
$37.2K +$17.4K +1,127 +88%
PTC
282
Private Trust Company
Ohio
$36.1K +$32.9K +2,130 +1,044%
CIBC Private Wealth Group
283
CIBC Private Wealth Group
Georgia
$31.3K +$8.26K +674 +36%
AA
284
Addison Advisors
Vermont
$29K – – –
PSFG
285
Park Square Financial Group
Georgia
$28.9K -$7.53K -487 -21%
RA
286
Rise Advisors
New York
$28.5K – – –
CAWM
287
Capital A Wealth Management
Pennsylvania
$26.5K – – –
AF
288
Allworth Financial
California
$24.8K +$2.77K +201 +13%
RIL
289
Rothschild Investment LLC
Illinois
$23.8K +$526 +34 +2%
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
$20.3K +$3.03K +196 +18%
WA
291
Whipplewood Advisors
Colorado
$20.3K -$3.3M -1,303 -99%
NS
292
NBC Securities
Alabama
$20K +$20K +1,301 +130,100%
GFPC
293
Global Financial Private Client
Florida
$18.2K – – –
GKIM
294
GW&K Investment Management
Massachusetts
$15K – – –
CFB
295
Cullen/Frost Bankers
Texas
$14.9K +$14.9K +965 New
NA
296
NewEdge Advisors
Louisiana
$14.1K – – –
SCM
297
Sterling Capital Management
North Carolina
$13.4K – – –
HI
298
Harbour Investments
Wisconsin
$13.1K +$3.09K +200 +31%
HWA
299
HHM Wealth Advisors
Tennessee
$12.5K – – –
OP
300
ORG Partners
Indiana
$12.4K +$12.4K +820 New
10 11
12
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