We are live on ! Find out more
SMFG icon

Sumitomo Mitsui Financial

422 hedge funds and large institutions have $2.24B invested in Sumitomo Mitsui Financial in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 192 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 91

97% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 38

18% more capital invested

Capital invested by funds: $1.89B → $2.24B (+$347M)

7% more funds holding

Funds holding: 395422 (+27)

0.04% more ownership

Funds ownership: 1.76%1.8% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
422
Holders Change
+27
Holders Change %
+6.84%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
75
Increased
192
Reduced
91
Closed
38
Calls
$60.4M
Puts
Net Calls
+$60.4M
Net Calls Change
+$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
B
326
Bayban
Minnesota
$29.6K +$26.6K +1,532 New
IA
327
IFP Advisors
Florida
$29.4K
OP
328
ORG Partners
Indiana
$29.1K
FMP
329
Financial Management Professionals
Texas
$28.2K
PP
330
PFS Partners
New Jersey
$27K +$24.2K +1,395 New
SAG
331
SageView Advisory Group
California
$25.2K +$22.6K +1,302 New
PSFG
332
Park Square Financial Group
Georgia
$23.6K +$10.4K +598 +58%
RFP
333
Root Financial Partners
California
$23.4K +$4.71K +272 +29%
APW
334
Aventura Private Wealth
Florida
$23.1K
SEP
335
Signature Equity Partners
Ohio
$21.8K +$19.6K +1,129 New
EP
336
Essential Partners
California
$20.3K +$5.96K +344 +49%
GKIM
337
GW&K Investment Management
Massachusetts
$19K
OC
338
Oakworth Capital
Alabama
$17.8K +$16K +921 New
NA
339
NewEdge Advisors
Louisiana
$17.8K +$191 +11 +1%
LFG
340
Larson Financial Group
Missouri
$17.4K +$9.01K +520 +136%
CAL
341
Capital Analysts LLC
Pennsylvania
$17K +$15.3K +882 New
HWP
342
Highline Wealth Partners
California
$16.4K
HI
343
Harbour Investments
Wisconsin
$16.4K
BW
344
Basepoint Wealth
Iowa
$15.8K +$14.2K +818 New
HWA
345
HHM Wealth Advisors
Tennessee
$15.6K
EW
346
Elyxium Wealth
California
$15.3K +$13.7K +793 New
CVM
347
Cheviot Value Management
California
$15.3K
SGK
348
Steigerwald Gordon & Koch
Virginia
$14.5K
SIC
349
SJS Investment Consulting
Ohio
$14.3K +$12.8K +741 New
AGWCA
350
Annis Gardner Whiting Capital Advisors
Florida
$13.7K +$12.3K +707 New