We are live on ! Find out more
SMFG icon

Sumitomo Mitsui Financial

347 hedge funds and large institutions have $1.49B invested in Sumitomo Mitsui Financial in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 149 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,702% more call options, than puts

Call options by funds: $50.6M | Put options by funds: $395K

75% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 28

49% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 100

28% more capital invested

Capital invested by funds: $1.16B → $1.49B (+$327M)

5% more funds holding

Funds holding: 332347 (+15)

4.54% less ownership

Funds ownership: 7.15%2.61% (-4.5%)

Holders
347
Holders Change
+15
Holders Change %
+4.52%
% of All Funds
4.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
49
Increased
149
Reduced
100
Closed
28
Calls
$50.6M
Puts
$395K
Net Calls
+$50.2M
Net Calls Change
+$5.56M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
326
Physician Wealth Advisors
Utah
$1.96K +$1.85K +135 New
RFG
327
REAP Financial Group
Texas
$1.72K +$27 +2 +2%
CFO
328
CVA Family Office
Colorado
$1.67K
HWP
329
Highline Wealth Partners
California
$1.67K
LFG
330
Larson Financial Group
Missouri
$1.59K
DRP
331
Decker Retirement Planning
Utah
$1.36K +$1.29K +94 New
AWM
332
Abound Wealth Management
Tennessee
$1.33K
MFG
333
Mendota Financial Group
Wisconsin
$1.32K -$220 -16 -15%
CTC
334
Central Trust Company
Missouri
$1.25K
MCM
335
Manchester Capital Management
Vermont
$1.01K -$3.87K -282 -80%
WTFG
336
Wood Tarver Financial Group
Idaho
$1K +$1.29K +94 New
Group One Trading
337
Group One Trading
Illinois
$956 -$96 -7 -10%
GSWM
338
Golden State Wealth Management
California
$840 +$797 +58 New
CAS
339
Coppell Advisory Solutions
Texas
$829
CA
340
Clearstead Advisors
Ohio
$812 +$769 +56 New
PWA
341
Provenance Wealth Advisors
Florida
$710
FGC
342
Financial Gravity Companies
Texas
$551
AF
343
Advisornet Financial
Minnesota
$478
HNW
344
High Note Wealth
Minnesota
$362 +$343 +25 New
S
345
Sachetta
Massachusetts
$122 +$110 +8 New
WBC
346
West Branch Capital
Massachusetts
$114
NS
347
NBC Securities
Alabama
$18 -$17.7K -1,292 -100%
CAC
348
Cowen and Company
New York
-$19.7M -1,560,230 Closed
FTDI
349
First Trust Direct Indexing
Massachusetts
-$3.85M -305,204 Closed
RCMU
350
Rokos Capital Management (UK)
United Kingdom
-$3.71M -293,693 Closed

SMFG Hedge Fund Activity: Q4 2024 in Review

347 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2024, worth a combined $1.49B — up 28% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SMFG positions and 28 closed out — a net gain of 21 holders — while 149 added to existing stakes and 100 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $101M. The largest seller was Arrowstreet Capital, cutting an estimated $18.4M.

  • 347 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2024, up from 332 in Q3 2024.
  • Funds reported $1.49B of Sumitomo Mitsui Financial stock for Q4 2024, up 28% quarter-over-quarter.
  • 49 funds opened new Sumitomo Mitsui Financial positions in Q4 2024 and 28 closed out, a net change of +21 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q4 2024 was Morgan Stanley, an estimated $101M added.
  • The largest Sumitomo Mitsui Financial seller in Q4 2024 was Arrowstreet Capital, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2024.