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Sumitomo Mitsui Financial

370 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, 151 increasing their positions, 117 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$49.2M
Puts
$642K
Net Calls
Net Calls Change
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
WA
330
WPG Advisers
Maryland
$6.91K
BI
331
Binnacle Investments
Iowa
$6.89K
RF
332
Rossby Financial
Florida
$5.86K
BIA
333
Bell Investment Advisors
California
$5.8K
AGWCA
334
Annis Gardner Whiting Capital Advisors
Florida
$5.53K
CFFP
335
Center for Financial Planning
Michigan
$4.88K
OWP
336
ORG Wealth Partners
Texas
$4.18K
LFG
337
Larson Financial Group
Missouri
$4.17K
AAS
338
Ameritas Advisory Services
Nebraska
$4K
PWA
339
Physician Wealth Advisors
Utah
$3.93K
CYG
340
Clean Yield Group
Vermont
$3.78K
BBHC
341
Brown Brothers Harriman & Co
New York
$3.61K
W
342
WealthCollab
Washington
$3.42K
MCM
343
Manchester Capital Management
Vermont
$3.23K
TIM
344
Tortoise Investment Management
New York
$3.11K
M
345
MOTCO
Texas
$2.83K
TCM
346
Traub Capital Management
Massachusetts
$2.57K
SC
347
Stephens Consulting
Michigan
$2.52K
CFD
348
Creative Financial Designs
Indiana
$2.49K
LI
349
LRI Investments
Florida
$2.48K
CI
350
CX Institutional
Indiana
$2K