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Sumitomo Mitsui Financial

359 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, 156 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

40,091% more call options, than puts

Call options by funds: $52.2M | Put options by funds: $130K

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

22% more capital invested

Capital invested by funds: $1.49B → $1.81B (+$328M)

3% more funds holding

Funds holding: 348359 (+11)

0.41% more ownership

Funds ownership: 2.61%3.02% (+0.41%)

Holders
359
Holders Change
+11
Holders Change %
+3.16%
% of All Funds
4.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
47
Increased
156
Reduced
103
Closed
30
Calls
$52.2M
Puts
$130K
Net Calls
+$52.1M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
301
HHM Wealth Advisors
Tennessee
$12.5K
OP
302
ORG Partners
Indiana
$12.4K +$12.5K +820 New
CIA
303
Cape Investment Advisory
Georgia
$11.9K -$3.33K -219 -22%
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$11.6K -$13K -857 -53%
AAP
305
Arax Advisory Partners
Colorado
$11.5K +$11.3K +746 New
NC
306
NewSquare Capital
Pennsylvania
$10.3K +$5.93K +390 +141%
CVM
307
Cheviot Value Management
California
$10.2K +$11.1K +728 New
CPG
308
Cornerstone Planning Group
New Jersey
$10K
AFG
309
Albion Financial Group
Utah
$9.96K
SWM
310
Spire Wealth Management
Virginia
$8.72K +$274 +18 +3%
CTWM
311
Cherry Tree Wealth Management
Minnesota
$8.24K +$8.11K +533 New
FCG
312
Financial Connections Group
California
$8K
Kayne Anderson Rudnick Investment Management
313
Kayne Anderson Rudnick Investment Management
California
$7.76K
HWP
314
Highline Wealth Partners
California
$7.3K +$5.43K +357 +310%
RWML
315
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$7.28K
WA
316
WPG Advisers
Maryland
$6.86K -$3.03K -199 -31%
Group One Trading
317
Group One Trading
Illinois
$6.77K +$5.66K +372 +564%
RF
318
Rossby Financial
Florida
$5.39K +$5.9K +388 New
CFD
319
Creative Financial Designs
Indiana
$5.35K +$5.26K +346 New
HFS
320
Hantz Financial Services
Michigan
$5K +$4.76K +313 New
CFFP
321
Center for Financial Planning
Michigan
$4.99K
CIAM
322
Caitong International Asset Management
Hong Kong
$4.85K +$4.78K +314 New
BIA
323
Bell Investment Advisors
California
$4.25K +$1.64K +108 +65%
National Bank of Canada
324
National Bank of Canada
Quebec, Canada
$4.19K
OWP
325
ORG Wealth Partners
Texas
$4.18K -$335 -22 -7%

SMFG Hedge Fund Activity: Q1 2025 in Review

359 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2025, worth a combined $1.81B — up 22% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SMFG positions and 30 closed out — a net gain of 17 holders — while 156 added to existing stakes and 103 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $173M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $5.93M sold.

  • 359 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2025, up from 348 in Q4 2024.
  • Funds reported $1.81B of Sumitomo Mitsui Financial stock for Q1 2025, up 22% quarter-over-quarter.
  • 47 funds opened new Sumitomo Mitsui Financial positions in Q1 2025 and 30 closed out, a net change of +17 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2025 was Morgan Stanley, an estimated $173M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2025 was Arrowstreet Capital, an estimated $5.93M sold.

Based on aggregated 13F filings for Q1 2025.