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Sumitomo Mitsui Financial

371 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,571% more call options, than puts

Call options by funds: $49.2M | Put options by funds: $642K

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

27% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 118

3% more funds holding

Funds holding: 359371 (+12)

1% less capital invested

Capital invested by funds: $1.81B → $1.8B (-$11M)

1.18% less ownership

Funds ownership: 3.02%1.84% (-1.2%)

Holders
371
Holders Change
+12
Holders Change %
+3.34%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
150
Reduced
118
Closed
34
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
326
Cherry Tree Wealth Management
Minnesota
$8.05K
FCG
327
Financial Connections Group
California
$8K
Kayne Anderson Rudnick Investment Management
328
Kayne Anderson Rudnick Investment Management
California
$7.58K
PB
329
Pinnacle Bancorp
Nebraska
$7.54K +$3.93K +273 +121%
RWML
330
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$7.12K
WA
331
WPG Advisers
Maryland
$6.91K +$187 +13 +3%
BI
332
Binnacle Investments
Iowa
$6.89K +$3.57K +248 +119%
RF
333
Rossby Financial
Florida
$5.86K
BIA
334
Bell Investment Advisors
California
$5.8K +$1.57K +109 +40%
AGWCA
335
Annis Gardner Whiting Capital Advisors
Florida
$5.53K +$5.26K +366 New
CFFP
336
Center for Financial Planning
Michigan
$4.88K
OWP
337
ORG Wealth Partners
Texas
$4.18K
LFG
338
Larson Financial Group
Missouri
$4.17K +$2.4K +167 +153%
AAS
339
Ameritas Advisory Services
Nebraska
$4K +$3.81K +265 New
PWA
340
Physician Wealth Advisors
Utah
$3.93K +$1.8K +125 +93%
CYG
341
Clean Yield Group
Vermont
$3.78K
BBHC
342
Brown Brothers Harriman & Co
New York
$3.61K +$3.44K +239 New
W
343
WealthCollab
Washington
$3.42K +$3.25K +226 New
MCM
344
Manchester Capital Management
Vermont
$3.23K +$2.07K +144 +206%
TIM
345
Tortoise Investment Management
New York
$3.11K +$2.96K +206 New
M
346
MOTCO
Texas
$2.83K
TCM
347
Traub Capital Management
Massachusetts
$2.57K +$2.44K +170 New
SC
348
Stephens Consulting
Michigan
$2.52K +$2.4K +167 New
CFD
349
Creative Financial Designs
Indiana
$2.49K -$2.6K -181 -52%
LI
350
LRI Investments
Florida
$2.48K

SMFG Hedge Fund Activity: Q2 2025 in Review

371 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2025, worth a combined $1.8B — down 0.61% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SMFG positions and 34 closed out — a net gain of 21 holders — while 150 added to existing stakes and 118 trimmed.

The largest buyer was Millennium Management, adding an estimated $13.5M. The largest seller was Morgan Stanley, cutting an estimated $55.1M.

  • 371 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2025, up from 359 in Q1 2025.
  • Funds reported $1.8B of Sumitomo Mitsui Financial stock for Q2 2025, down 0.61% quarter-over-quarter.
  • 55 funds opened new Sumitomo Mitsui Financial positions in Q2 2025 and 34 closed out, a net change of +21 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2025 was Millennium Management, an estimated $13.5M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2025 was Morgan Stanley, an estimated $55.1M sold.

Based on aggregated 13F filings for Q2 2025.