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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 %
CIA
301
Cape Investment Advisory
Georgia
$11.9K -$3.39K -219 -22%
Northwestern Mutual Wealth Management
302
Northwestern Mutual Wealth Management
Wisconsin
$11.6K -$13.2K -857 -53%
AAP
303
Arax Advisory Partners
Colorado
$11.5K +$11.5K +746 New
NC
304
NewSquare Capital
Pennsylvania
$10.3K +$6.03K +390 +141%
CVM
305
Cheviot Value Management
California
$10.2K +$10.2K +728 New
CPG
306
Cornerstone Planning Group
New Jersey
$10K – – –
AFG
307
Albion Financial Group
Utah
$9.96K – – –
SWM
308
Spire Wealth Management
Virginia
$8.72K +$278 +18 +3%
CTWM
309
Cherry Tree Wealth Management
Minnesota
$8.24K +$8.24K +533 New
FCG
310
Financial Connections Group
California
$8K – – –
Kayne Anderson Rudnick Investment Management
311
Kayne Anderson Rudnick Investment Management
California
$7.76K – – –
HWP
312
Highline Wealth Partners
California
$7.3K +$5.52K +357 +310%
WA
313
WPG Advisers
Maryland
$6.86K -$3.08K -199 -31%
Group One Trading
314
Group One Trading
Illinois
$6.77K +$5.75K +372 +564%
RF
315
Rossby Financial
Florida
$5.39K +$5.39K +388 New
CFD
316
Creative Financial Designs
Indiana
$5.35K +$5.35K +346 New
HFS
317
Hantz Financial Services
Michigan
$5K +$5K +313 New
CFFP
318
Center for Financial Planning
Michigan
$4.99K – – –
CIAM
319
Caitong International Asset Management
Hong Kong
$4.85K +$4.85K +314 New
BIA
320
Bell Investment Advisors
California
$4.25K +$1.67K +108 +65%
National Bank of Canada
321
National Bank of Canada
Quebec, Canada
$4.19K – – –
OWP
322
ORG Wealth Partners
Texas
$4.18K -$332 -22 -7%
TRCT
323
Tower Research Capital (TRC)
New York
$3.94K +$3.94K +255 New
CYG
324
Clean Yield Group
Vermont
$3.87K – – –
PB
325
Pinnacle Bancorp
Nebraska
$3.49K +$3.49K +226 New
11 12
13
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