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Sumitomo Mitsui Financial

371 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,571% more call options, than puts

Call options by funds: $49.2M | Put options by funds: $642K

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

27% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 118

3% more funds holding

Funds holding: 359371 (+12)

1% less capital invested

Capital invested by funds: $1.81B → $1.8B (-$11M)

1.18% less ownership

Funds ownership: 3.02%1.84% (-1.2%)

Holders
371
Holders Change
+12
Holders Change %
+3.34%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
150
Reduced
118
Closed
34
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
276
Jones Financial Companies
Missouri
$112K +$61.8K +4,298 +140%
SCM
277
Sterling Capital Management
North Carolina
$105K +$87K +6,049 +698%
PAM
278
Paradigm Asset Management
New York
$95.2K
SO
279
Sierra Ocean
California
$84.9K -$2.59K -180 -3%
PFBT
280
Parkside Financial Bank & Trust
Missouri
$78.1K -$3.25K -226 -4%
HFS
281
Hantz Financial Services
Michigan
$67K +$59.6K +4,143 +1,324%
Barclays
282
Barclays
United Kingdom
$60.4K
MHR
283
Matthew Hamilton Rosenberg
$57.8K
AAP
284
Arax Advisory Partners
Colorado
$56.6K +$43.1K +2,997 +402%
TPCW
285
TD Private Client Wealth
New York
$55.8K -$6.36K -442 -11%
RFS
286
Richardson Financial Services
Massachusetts
$54K +$460 +32 +0.9%
GWM
287
Geneos Wealth Management
Colorado
$50.3K -$73.4K -5,106 -61%
HNB
288
Huntington National Bank
Ohio
$47.2K -$2.39K -166 -5%
CIA
289
Cape Investment Advisory
Georgia
$43.2K +$30K +2,087 +271%
IA
290
IFP Advisors
Florida
$42.9K -$6.8K -473 -14%
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$42.3K +$3.48K +242 +9%
AF
292
Allworth Financial
California
$41.6K +$13.7K +955 +53%
SPIA
293
Steward Partners Investment Advisory
New York
$41.1K -$1.37K -95 -3%
ZBNA
294
Zions Bancorporation, National Association
Utah
$40.9K -$475 -33 -1%
HT
295
Headlands Technologies
Illinois
$38.8K +$37K +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 +$7.38K +513 +27%
TPWA
299
Twin Peaks Wealth Advisors
California
$33.7K +$29.7K +2,064 New
PTC
300
Private Trust Company
Ohio
$33.4K -$1.81K -126 -5%

SMFG Hedge Fund Activity: Q2 2025 in Review

371 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2025, worth a combined $1.8B — down 0.61% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SMFG positions and 34 closed out — a net gain of 21 holders — while 150 added to existing stakes and 118 trimmed.

The largest buyer was Millennium Management, adding an estimated $13.5M. The largest seller was Morgan Stanley, cutting an estimated $55.1M.

  • 371 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2025, up from 359 in Q1 2025.
  • Funds reported $1.8B of Sumitomo Mitsui Financial stock for Q2 2025, down 0.61% quarter-over-quarter.
  • 55 funds opened new Sumitomo Mitsui Financial positions in Q2 2025 and 34 closed out, a net change of +21 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2025 was Millennium Management, an estimated $13.5M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2025 was Morgan Stanley, an estimated $55.1M sold.

Based on aggregated 13F filings for Q2 2025.