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Sumitomo Mitsui Financial

359 hedge funds and large institutions have $1.81B invested in Sumitomo Mitsui Financial in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

40,091% more call options, than puts

Call options by funds: $52.2M | Put options by funds: $130K

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

22% more capital invested

Capital invested by funds: $1.49B → $1.81B (+$328M)

3% more funds holding

Funds holding: 348359 (+11)

0.41% more ownership

Funds ownership: 2.61%3.02% (+0.41%)

Holders
359
Holders Change
+11
Holders Change %
+3.16%
% of All Funds
4.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
47
Increased
156
Reduced
103
Closed
30
Calls
$52.2M
Puts
$130K
Net Calls
+$52.1M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
326
Tower Research Capital (TRC)
New York
$3.94K +$3.88K +255 New
CYG
327
Clean Yield Group
Vermont
$3.87K
PB
328
Pinnacle Bancorp
Nebraska
$3.49K +$3.44K +226 New
MCM
329
MAI Capital Management
Ohio
$3.44K
CA
330
Continuum Advisory
Idaho
$3.4K -$776 -51 -19%
BI
331
Binnacle Investments
Iowa
$3.22K +$3.16K +208 New
PA
332
PSI Advisors
Florida
$3.09K
M
333
MOTCO
Texas
$2.89K
LI
334
LRI Investments
Florida
$2.54K
PWA
335
Physician Wealth Advisors
Utah
$2.09K
CI
336
CX Institutional
Indiana
$2K +$2.16K +142 New
FCAS
337
First Command Advisory Services
Texas
$1.99K +$1.96K +129 New
PWAM
338
Private Wealth Asset Management
Iowa
$1.93K +$1.9K +125 New
BLC
339
Brown, Lisle/Cummings
Rhode Island
$1.84K +$1.81K +119 New
CFO
340
CVA Family Office
Colorado
$1.78K
LFG
341
Larson Financial Group
Missouri
$1.69K -$15 -1 -0.9%
FNWA
342
Financial Network Wealth Advisors
Utah
$1.62K +$1.6K +105 New
WTFG
343
Wood Tarver Financial Group
Idaho
$1.45K
MFS
344
Mattson Financial Services
Michigan
$1.36K +$1.34K +88 New
CTC
345
Central Trust Company
Missouri
$1.33K
MCM
346
Manchester Capital Management
Vermont
$1.08K
GSWM
347
Golden State Wealth Management
California
$897
AWM
348
Abound Wealth Management
Tennessee
$866 -$548 -36 -39%
CA
349
Clearstead Advisors
Ohio
$851 -$15 -1 -2%
PWA
350
Provenance Wealth Advisors
Florida
$758

SMFG Hedge Fund Activity: Q1 2025 in Review

359 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2025, worth a combined $1.81B — up 22% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SMFG positions and 30 closed out — a net gain of 17 holders — while 156 added to existing stakes and 103 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $173M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $5.93M sold.

  • 359 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2025, up from 348 in Q4 2024.
  • Funds reported $1.81B of Sumitomo Mitsui Financial stock for Q1 2025, up 22% quarter-over-quarter.
  • 47 funds opened new Sumitomo Mitsui Financial positions in Q1 2025 and 30 closed out, a net change of +17 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2025 was Morgan Stanley, an estimated $173M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2025 was Arrowstreet Capital, an estimated $5.93M sold.

Based on aggregated 13F filings for Q1 2025.