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Sumitomo Mitsui Financial

371 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,571% more call options, than puts

Call options by funds: $49.2M | Put options by funds: $642K

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

27% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 118

3% more funds holding

Funds holding: 359371 (+12)

1% less capital invested

Capital invested by funds: $1.81B → $1.8B (-$11M)

1.18% less ownership

Funds ownership: 3.02%1.84% (-1.2%)

Holders
371
Holders Change
+12
Holders Change %
+3.34%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
150
Reduced
118
Closed
34
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
301
NewSquare Capital
Pennsylvania
$30.7K +$19.6K +1,363 +205%
Fifth Third Bancorp
302
Fifth Third Bancorp
Ohio
$30.1K +$9.76K +679 +52%
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$29.9K +$17.6K +1,227 +163%
NS
304
NBC Securities
Alabama
$29K +$9.33K +649 +50%
AA
305
Addison Advisors
Vermont
$28.3K
Bessemer Group
306
Bessemer Group
New Jersey
$28K -$60.9K -4,235 -70%
RA
307
Rise Advisors
New York
$27.8K
FMP
308
Financial Management Professionals
Texas
$23.1K -$12.6K -878 -37%
OP
309
ORG Partners
Indiana
$22.7K +$9.85K +685 +84%
RIL
310
Rothschild Investment LLC
Illinois
$21.3K -$1.91K -133 -9%
WA
311
Whipplewood Advisors
Colorado
$18.4K +$17.4K +1,209 +15,113%
APW
312
Aventura Private Wealth
Florida
$18K
GKIM
313
GW&K Investment Management
Massachusetts
$15K
NA
314
NewEdge Advisors
Louisiana
$14.2K +$475 +33 +4%
CPG
315
Cornerstone Planning Group
New Jersey
$13.2K +$1.91K +133 +18%
HWP
316
Highline Wealth Partners
California
$12.8K +$5.41K +376 +80%
HI
317
Harbour Investments
Wisconsin
$12.8K
HWA
318
HHM Wealth Advisors
Tennessee
$12.2K
SIS
319
Sound Income Strategies
Florida
$12K +$11.4K +794 New
CVM
320
Cheviot Value Management
California
$11.6K
FIM
321
FWL Investment Management
Texas
$11.3K +$10.8K +751 New
AFG
322
Albion Financial Group
Utah
$9.73K
CIAM
323
Caitong International Asset Management
Hong Kong
$8.91K +$3.97K +276 +88%
SWM
324
Spire Wealth Management
Virginia
$8.52K
RWA
325
Redmont Wealth Advisors
Illinois
$8.16K +$7.76K +540 New

SMFG Hedge Fund Activity: Q2 2025 in Review

371 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2025, worth a combined $1.8B — down 0.61% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SMFG positions and 34 closed out — a net gain of 21 holders — while 150 added to existing stakes and 118 trimmed.

The largest buyer was Millennium Management, adding an estimated $13.5M. The largest seller was Morgan Stanley, cutting an estimated $55.1M.

  • 371 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2025, up from 359 in Q1 2025.
  • Funds reported $1.8B of Sumitomo Mitsui Financial stock for Q2 2025, down 0.61% quarter-over-quarter.
  • 55 funds opened new Sumitomo Mitsui Financial positions in Q2 2025 and 34 closed out, a net change of +21 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2025 was Millennium Management, an estimated $13.5M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2025 was Morgan Stanley, an estimated $55.1M sold.

Based on aggregated 13F filings for Q2 2025.