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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

368 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+12
Holders Change %
+3.37%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
54
Increased
152
Reduced
116
Closed
31
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M

Top Buyers

1
Millennium Management
Millennium Management
New York
$14.8M
2
Fisher Asset Management
Fisher Asset Management
Washington
$20.5M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$8.19M
4
Osaic Holdings
Osaic Holdings
Arizona
$8.56M
5
MCM
Massar Capital Management
Connecticut
$7.56M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$472M
2
Goldman Sachs
Goldman Sachs
New York
$161M
3
UBS Group
UBS Group
Switzerland
$7M
4
SAM
Silvercrest Asset Management
New York
$0
5
BIMC
Benson Investment Management Company
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
326
Kayne Anderson Rudnick Investment Management
California
$7.58K – – –
PB
327
Pinnacle Bancorp
Nebraska
$7.54K +$4.13K +273 +121%
WA
328
WPG Advisers
Maryland
$6.91K +$196 +13 +3%
BI
329
Binnacle Investments
Iowa
$6.89K +$3.75K +248 +119%
RF
330
Rossby Financial
Florida
$5.86K – – –
BIA
331
Bell Investment Advisors
California
$5.8K +$1.65K +109 +40%
AGWCA
332
Annis Gardner Whiting Capital Advisors
Florida
$5.53K +$5.53K +366 New
CFFP
333
Center for Financial Planning
Michigan
$4.88K – – –
OWP
334
ORG Wealth Partners
Texas
$4.18K – – –
LFG
335
Larson Financial Group
Missouri
$4.17K +$2.52K +167 +153%
AAS
336
Ameritas Advisory Services
Nebraska
$4K +$4K +265 New
PWA
337
Physician Wealth Advisors
Utah
$3.93K +$1.89K +125 +93%
CYG
338
Clean Yield Group
Vermont
$3.78K – – –
BBHC
339
Brown Brothers Harriman & Co
New York
$3.61K +$3.61K +239 New
W
340
WealthCollab
Washington
$3.42K +$3.42K +226 New
MCM
341
Manchester Capital Management
Vermont
$3.23K +$2.18K +144 +206%
TIM
342
Tortoise Investment Management
New York
$3.11K +$3.11K +206 New
M
343
MOTCO
Texas
$2.83K – – –
TCM
344
Traub Capital Management
Massachusetts
$2.57K +$2.57K +170 New
SC
345
Stephens Consulting
Michigan
$2.52K +$2.52K +167 New
CFD
346
Creative Financial Designs
Indiana
$2.49K -$2.74K -181 -52%
LI
347
LRI Investments
Florida
$2.48K – – –
CI
348
CX Institutional
Indiana
$2K – – –
FCAS
349
First Command Advisory Services
Texas
$1.95K – – –
PWA
350
Principia Wealth Advisory
Texas
$1.92K +$1.92K +127 New
12 13
14
15 16