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Sumitomo Mitsui Financial

395 hedge funds and large institutions have $1.89B invested in Sumitomo Mitsui Financial in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 172 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,348% more call options, than puts

Call options by funds: $52.8M | Put options by funds: $321K

97% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 31

67% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 103

7% more funds holding

Funds holding: 370395 (+25)

5% more capital invested

Capital invested by funds: $1.8B → $1.89B (+$92.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.08% less ownership

Funds ownership: 1.84%1.76% (-0.08%)

Holders
395
Holders Change
+25
Holders Change %
+6.76%
% of All Funds
5.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
61
Increased
172
Reduced
103
Closed
31
Calls
$52.8M
Puts
$321K
Net Calls
+$52.5M
Net Calls Change
+$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
326
Advisory Services Network
Georgia
$15.8K +$15.1K +943 New
RFP
327
Root Financial Partners
California
$15.7K +$15K +938 New
NA
328
NewEdge Advisors
Louisiana
$15.2K -$529 -33 -4%
HWP
329
Highline Wealth Partners
California
$14.2K
HI
330
Harbour Investments
Wisconsin
$14.2K
BI
331
Binnacle Investments
Iowa
$13.5K +$5.62K +351 +77%
HWA
332
HHM Wealth Advisors
Tennessee
$13.5K
SIS
333
Sound Income Strategies
Florida
$12.7K
SGK
334
Steigerwald Gordon & Koch
Virginia
$12.6K +$12K +750 New
CVM
335
Cheviot Value Management
California
$11.9K
EP
336
Essential Partners
California
$11.8K +$11.3K +705 New
WANY
337
Wealthspire Advisors (New York)
New York
$11.1K +$10.6K +663 New
AFG
338
Albion Financial Group
Utah
$10.8K
SWP
339
Strategic Wealth Partners
Ohio
$10.3K +$9.9K +618 New
SWM
340
Spire Wealth Management
Virginia
$9.44K
RWA
341
Redmont Wealth Advisors
Illinois
$9.04K
FCG
342
Financial Connections Group
California
$9K
CTWM
343
Cherry Tree Wealth Management
Minnesota
$8.92K
WA
344
WPG Advisers
Maryland
$8.62K +$929 +58 +13%
Kayne Anderson Rudnick Investment Management
345
Kayne Anderson Rudnick Investment Management
California
$8.43K +$32 +2 +0.4%
PB
346
Pinnacle Bancorp
Nebraska
$8.35K
RF
347
Rossby Financial
Florida
$7.76K +$1.38K +86 +22%
JFGIW
348
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.6K +$6.31K +394 New
BIA
349
Bell Investment Advisors
California
$6.43K
LFG
350
Larson Financial Group
Missouri
$6.39K +$1.7K +106 +38%

SMFG Hedge Fund Activity: Q3 2025 in Review

395 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2025, worth a combined $1.89B — up 5.1% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SMFG positions and 31 closed out — a net gain of 30 holders — while 172 added to existing stakes and 103 trimmed.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $21.9M. The largest seller was Morgan Stanley, cutting an estimated $162M.

  • 395 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2025, up from 370 in Q2 2025.
  • Funds reported $1.89B of Sumitomo Mitsui Financial stock for Q3 2025, up 5.1% quarter-over-quarter.
  • 61 funds opened new Sumitomo Mitsui Financial positions in Q3 2025 and 31 closed out, a net change of +30 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2025 was Toronto Dominion Bank, an estimated $21.9M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2025 was Morgan Stanley, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2025.