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Sumitomo Mitsui Financial

422 hedge funds and large institutions have $2.24B invested in Sumitomo Mitsui Financial in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 192 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 91

97% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 38

18% more capital invested

Capital invested by funds: $1.89B → $2.24B (+$347M)

7% more funds holding

Funds holding: 395422 (+27)

0.04% more ownership

Funds ownership: 1.76%1.8% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
422
Holders Change
+27
Holders Change %
+6.84%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
75
Increased
192
Reduced
91
Closed
38
Calls
$60.4M
Puts
Net Calls
+$60.4M
Net Calls Change
+$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
RFS
301
Richardson Financial Services
Massachusetts
$78.1K +$7.12K +411 +11%
Bessemer Group
302
Bessemer Group
New Jersey
$75K +$18.9K +1,090 +39%
MHR
303
Matthew Hamilton Rosenberg
$74K
MCM
304
Manchester Capital Management
Vermont
$72.5K +$61.3K +3,538 +1,653%
Jones Financial Companies
305
Jones Financial Companies
Missouri
$71.2K +$4.97K +287 +8%
NS
306
NBC Securities
Alabama
$69.5K +$14.3K +823 +30%
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$67.8K -$36.7K -2,119 -38%
CIA
308
Cape Investment Advisory
Georgia
$60.3K +$30.2K +1,740 +126%
HNB
309
Huntington National Bank
Ohio
$59.3K -$2.12K -122 -4%
SPIA
310
Steward Partners Investment Advisory
New York
$56.6K +$10.9K +628 +27%
CIAM
311
Caitong International Asset Management
Hong Kong
$54.6K +$15.7K +905 +47%
BBHC
312
Brown Brothers Harriman & Co
New York
$50.3K +$39.4K +2,273 +693%
ZBNA
313
Zions Bancorporation, National Association
Utah
$49.4K +$191 +11 +0.4%
JWA
314
JFS Wealth Advisors
Pennsylvania
$46.6K -$35 -2 -0.1%
MCM
315
MAI Capital Management
Ohio
$43K +$4.85K +280 +14%
SL
316
Salomon & Ludwin
Virginia
$40.1K -$277 -16 -0.8%
POIA
317
Pin Oak Investment Advisors
Texas
$39K
AA
318
Addison Advisors
Vermont
$36.3K
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$34.6K -$17.3K -997 -36%
PTC
320
Private Trust Company
Ohio
$34.5K +$7.94K +458 +34%
RIL
321
Rothschild Investment LLC
Illinois
$33.5K +$797 +46 +3%
CPG
322
Cornerstone Planning Group
New Jersey
$33.4K +$26.7K +1,543 +3,149%
WG
323
Wellington Group
Indiana
$30.9K +$27.7K +1,597 New
TWD
324
True Wealth Design
Ohio
$30K -$572 -33 -2%
SIS
325
Sound Income Strategies
Florida
$29.9K +$10.6K +610 +77%