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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

346 hedge funds and large institutions have $1.49B invested in Sumitomo Mitsui Financial in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 149 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+14
Holders Change %
+4.22%
% of All Funds
4.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
149
Reduced
100
Closed
28
Calls
$50.6M
Puts
$395K
Net Calls
+$50.2M
Net Calls Change
+$5.56M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$343M
2
Northern Trust
2
Northern Trust
Illinois
$72.9M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$92.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$121M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$10.8M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$5.93M
2
Wells Fargo
2
Wells Fargo
California
$30.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$14.7M
4
Invesco
4
Invesco
Georgia
$14.7M
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$2.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFG
326
REAP Financial Group
Texas
$1.72K +$29 +2 +2%
HWP
327
Highline Wealth Partners
California
$1.67K – – –
CFO
328
CVA Family Office
Colorado
$1.67K – – –
LFG
329
Larson Financial Group
Missouri
$1.59K – – –
DRP
330
Decker Retirement Planning
Utah
$1.36K +$1.36K +94 New
AWM
331
Abound Wealth Management
Tennessee
$1.33K – – –
MFG
332
Mendota Financial Group
Wisconsin
$1.32K -$232 -16 -15%
CTC
333
Central Trust Company
Missouri
$1.25K – – –
MCM
334
Manchester Capital Management
Vermont
$1.02K -$4.09K -282 -80%
WTFG
335
Wood Tarver Financial Group
Idaho
$1K +$1K +94 New
Group One Trading
336
Group One Trading
Illinois
$956 -$101 -7 -10%
GSWM
337
Golden State Wealth Management
California
$840 +$840 +58 New
CAS
338
Coppell Advisory Solutions
Texas
$829 – – –
CA
339
Clearstead Advisors
Ohio
$812 +$812 +56 New
PWA
340
Provenance Wealth Advisors
Florida
$710 – – –
FGC
341
Financial Gravity Companies
Texas
$551 – – –
AF
342
Advisornet Financial
Minnesota
$478 – – –
HNW
343
High Note Wealth
Minnesota
$362 +$362 +25 New
S
344
Sachetta
Massachusetts
$122 +$122 +8 New
WBC
345
West Branch Capital
Massachusetts
$114 – – –
NS
346
NBC Securities
Alabama
$18 -$23.3K -1,292 -100%
CAC
347
Cowen and Company
New York
– -$19.7M -1,560,230 Closed
FTDI
348
First Trust Direct Indexing
Massachusetts
– -$3.85M -305,204 Closed
RCM
349
Rokos Capital Management
United Kingdom
– -$3.71M -293,693 Closed
SC
350
Samlyn Capital
New York
– -$3.37M -266,615 Closed
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