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Sumitomo Mitsui Financial

439 hedge funds and large institutions have $2.44B invested in Sumitomo Mitsui Financial in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 202 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $45.8M | Put options by funds: $11.2M

89% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 107

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

9% more capital invested

Capital invested by funds: $2.24B → $2.44B (+$203M)

4% more funds holding

Funds holding: 422439 (+17)

0.14% more ownership

Funds ownership: 1.8%1.94% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
439
Holders Change
+17
Holders Change %
+4.03%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
61
Increased
202
Reduced
107
Closed
34
Calls
$45.8M
Puts
$11.2M
Net Calls
+$34.5M
Net Calls Change
-$25.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
326
True Wealth Design
Ohio
$44.9K +$15.2K +724 +47%
ASN
327
Advisory Services Network
Georgia
$42.2K +$44.9K +2,136 New
SL
328
Salomon & Ludwin
Virginia
$41.1K -$168 -8 -0.4%
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$40.9K +$5.92K +282 +16%
CPG
330
Cornerstone Planning Group
New Jersey
$40K +$6.2K +295 +19%
BCM
331
Berbice Capital Management
New York
$39.5K +$42K +2,000 New
RIL
332
Rothschild Investment LLC
Illinois
$38.4K +$4.45K +212 +12%
AA
333
Addison Advisors
Vermont
$37.1K
POIA
334
Pin Oak Investment Advisors
Texas
$34K
DWP
335
Destiny Wealth Partners
Florida
$33.2K +$35.3K +1,679 New
IA
336
IFP Advisors
Florida
$32.1K +$2.23K +106 +7%
LFG
337
Larson Financial Group
Missouri
$31.7K +$14.7K +701 +78%
B
338
Bayban
Minnesota
$30.3K
SIS
339
Sound Income Strategies
Florida
$29.1K
GKIM
340
GW&K Investment Management
Massachusetts
$28K +$9.14K +435 +44%
GSEP
341
Golden State Equity Partners
California
$26.8K +$28.5K +1,355 New
JWM
342
JPL Wealth Management
Colorado
$26.7K +$28.4K +1,352 New
CFB
343
Cullen/Frost Bankers
Texas
$26.1K +$26.7K +1,269 +2,307%
FMP
344
Financial Management Professionals
Texas
$24.2K -$4.83K -230 -16%
RFP
345
Root Financial Partners
California
$24K +$84 +4 +0.3%
APW
346
Aventura Private Wealth
Florida
$23.6K
AA
347
Ancora Advisors
Ohio
$23.4K +$18.1K +861 +266%
SEP
348
Signature Equity Partners
Ohio
$23K +$735 +35 +3%
PTC
349
Private Trust Company
Ohio
$21.8K -$14.3K -680 -38%
WG
350
Wellington Group
Indiana
$21.8K -$10.4K -493 -31%