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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

346 hedge funds and large institutions have $1.49B invested in Sumitomo Mitsui Financial in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 149 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+14
Holders Change %
+4.22%
% of All Funds
4.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
149
Reduced
100
Closed
28
Calls
$50.6M
Puts
$395K
Net Calls
+$50.2M
Net Calls Change
+$5.56M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$343M
2
Northern Trust
Northern Trust
Illinois
$72.9M
3
CCMG
Clark Capital Management Group
Pennsylvania
$92.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$121M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$10.8M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$5.93M
2
Wells Fargo
Wells Fargo
California
$30.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.7M
4
Invesco
Invesco
Georgia
$14.7M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$2.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
301
Harbour Investments
Wisconsin
$9.36K – – –
AFG
302
Albion Financial Group
Utah
$9.33K +$9.33K +644 New
WA
303
WPG Advisers
Maryland
$9.32K +$9.32K +643 New
PCWA
304
Pacific Capital Wealth Advisors
California
$8.8K – – –
FCG
305
Financial Connections Group
California
$8K – – –
SWM
306
Spire Wealth Management
Virginia
$7.91K +$681 +47 +9%
Kayne Anderson Rudnick Investment Management
307
Kayne Anderson Rudnick Investment Management
California
$7.27K +$15 +1 +0.2%
TPCW
308
TD Private Client Wealth
New York
$6.49K – – –
VHAM
309
Van Hulzen Asset Management
California
$5.97K +$5.97K +412 New
CAM
310
Creekmur Asset Management
Illinois
$5.77K – – –
CFFP
311
Center for Financial Planning
Michigan
$4.68K +$4.68K +323 New
OWP
312
ORG Wealth Partners
Texas
$4.33K – – –
ATC
313
Advantage Trust Company
Kansas
$4.16K +$4.16K +291 New
Simplex Trading
314
Simplex Trading
Illinois
$4K -$8.53K -629 -68%
NC
315
NewSquare Capital
Pennsylvania
$4K +$4K +276 New
CA
316
Continuum Advisory
Idaho
$3.93K +$739 +51 +23%
National Bank of Canada
317
National Bank of Canada
Quebec, Canada
$3.93K +$3.93K +271 New
CYG
318
Clean Yield Group
Vermont
$3.62K – – –
MCM
319
MAI Capital Management
Ohio
$3.23K +$3.23K +223 New
PTC
320
Private Trust Company
Ohio
$2.96K +$2.96K +204 New
PA
321
PSI Advisors
Florida
$2.9K – – –
M
322
MOTCO
Texas
$2.71K – – –
BIA
323
Bell Investment Advisors
California
$2.42K – – –
LI
324
LRI Investments
Florida
$2.38K – – –
PWA
325
Physician Wealth Advisors
Utah
$1.96K +$1.96K +135 New
11 12
13
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