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Sumitomo Mitsui Financial

422 hedge funds and large institutions have $2.24B invested in Sumitomo Mitsui Financial in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 192 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 91

97% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 38

18% more capital invested

Capital invested by funds: $1.89B → $2.24B (+$347M)

7% more funds holding

Funds holding: 395422 (+27)

0.04% more ownership

Funds ownership: 1.76%1.8% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
422
Holders Change
+27
Holders Change %
+6.84%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
75
Increased
192
Reduced
91
Closed
38
Calls
$60.4M
Puts
Net Calls
+$60.4M
Net Calls Change
+$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
276
Susquehanna International Group
Pennsylvania
$236K -$44.1K -2,543 -17%
SSC
277
Syverson Strege & Co
Iowa
$232K -$14K -805 -6%
WCFA
278
Walkner Condon Financial Advisors
Wisconsin
$226K +$22.2K +1,280 +12%
SFO
279
Stokes Family Office
Louisiana
$222K +$199K +11,478 New
EWM
280
Empirical Wealth Management
Washington
$220K -$70.5K -4,065 -26%
SI
281
Stephens Inc
Arkansas
$219K +$197K +11,351 New
IWC
282
Integrated Wealth Concepts
Massachusetts
$215K -$274K -15,793 -59%
WRPWM
283
Werba Rubin Papier Wealth Management
California
$214K -$28.1K -1,620 -13%
7WCP
284
71 West Capital Partners
Massachusetts
$209K +$188K +10,832 New
SRL
285
Scientech Research LLC
New Jersey
$206K +$184K +10,638 New
BPA
286
Beacon Pointe Advisors
California
$202K +$6.4K +369 +4%
5NPW
287
55 North Private Wealth
Florida
$201K +$180K +10,402 New
GWMR
288
GC Wealth Management RIA
Massachusetts
$200K -$71.3K -4,114 -28%
DOA
289
D'Orazio & Associates
Virginia
$200K +$277 +16 +0.2%
RA
290
Riversedge Advisors
Delaware
$198K +$178K +10,259 New
OBWG
291
Onyx Bridge Wealth Group
New York
$193K
KAS
292
Kestra Advisory Services
Texas
$187K -$107K -6,196 -39%
BGAI
293
Bruce G. Allen Investments
Colorado
$173K +$381 +22 +0.2%
CIBC Private Wealth Group
294
CIBC Private Wealth Group
Georgia
$172K +$106K +6,140 +224%
SG Americas Securities
295
SG Americas Securities
New York
$141K +$126K +7,286 New
PAM
296
Paradigm Asset Management
New York
$122K
VSQM
297
V-Square Quantitative Management
Illinois
$109K +$97.7K +5,634 New
PFBT
298
Parkside Financial Bank & Trust
Missouri
$96.1K -$4.63K -267 -5%
AF
299
Allworth Financial
California
$91.8K +$15.1K +872 +23%
TAIM
300
Te Ahumairangi Investment Management
New Zealand
$81.5K -$119K -6,841 -62%