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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

368 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+12
Holders Change %
+3.37%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
54
Increased
152
Reduced
116
Closed
31
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M

Top Buyers

1
Millennium Management
Millennium Management
New York
$14.8M
2
Fisher Asset Management
Fisher Asset Management
Washington
$20.5M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$8.19M
4
Osaic Holdings
Osaic Holdings
Arizona
$8.56M
5
MCM
Massar Capital Management
Connecticut
$7.56M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$472M
2
Goldman Sachs
Goldman Sachs
New York
$161M
3
UBS Group
UBS Group
Switzerland
$7M
4
SAM
Silvercrest Asset Management
New York
$0
5
BIMC
Benson Investment Management Company
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
301
NewSquare Capital
Pennsylvania
$30.7K +$20.6K +1,363 +205%
Fifth Third Bancorp
302
Fifth Third Bancorp
Ohio
$30.1K +$10.3K +679 +52%
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$29.9K +$18.5K +1,227 +163%
NS
304
NBC Securities
Alabama
$29K +$9.65K +649 +50%
AA
305
Addison Advisors
Vermont
$28.3K – – –
Bessemer Group
306
Bessemer Group
New Jersey
$28K -$64.6K -4,235 -70%
RA
307
Rise Advisors
New York
$27.8K – – –
FMP
308
Financial Management Professionals
Texas
$23.1K -$13.3K -878 -37%
OP
309
ORG Partners
Indiana
$22.7K +$10.3K +685 +84%
RIL
310
Rothschild Investment LLC
Illinois
$21.3K -$2.01K -133 -9%
WA
311
Whipplewood Advisors
Colorado
$18.4K +$18.3K +1,209 +15,113%
GKIM
312
GW&K Investment Management
Massachusetts
$15K – – –
NA
313
NewEdge Advisors
Louisiana
$14.2K +$499 +33 +4%
CPG
314
Cornerstone Planning Group
New Jersey
$13.2K +$2.02K +133 +18%
HWP
315
Highline Wealth Partners
California
$12.8K +$5.68K +376 +80%
HI
316
Harbour Investments
Wisconsin
$12.8K – – –
HWA
317
HHM Wealth Advisors
Tennessee
$12.2K – – –
SIS
318
Sound Income Strategies
Florida
$12K +$12K +794 New
CVM
319
Cheviot Value Management
California
$11.6K – – –
FIM
320
FWL Investment Management
Texas
$11.3K +$11.3K +751 New
AFG
321
Albion Financial Group
Utah
$9.73K – – –
CIAM
322
Caitong International Asset Management
Hong Kong
$8.92K +$4.17K +276 +88%
SWM
323
Spire Wealth Management
Virginia
$8.52K – – –
CTWM
324
Cherry Tree Wealth Management
Minnesota
$8.05K – – –
FCG
325
Financial Connections Group
California
$8K – – –
11 12
13
14 15