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Sumitomo Mitsui Financial

439 hedge funds and large institutions have $2.44B invested in Sumitomo Mitsui Financial in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 202 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $45.8M | Put options by funds: $11.2M

89% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 107

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

9% more capital invested

Capital invested by funds: $2.24B → $2.44B (+$203M)

4% more funds holding

Funds holding: 422439 (+17)

0.14% more ownership

Funds ownership: 1.8%1.94% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
439
Holders Change
+17
Holders Change %
+4.03%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
61
Increased
202
Reduced
107
Closed
34
Calls
$45.8M
Puts
$11.2M
Net Calls
+$34.5M
Net Calls Change
-$25.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
351
Whipplewood Advisors
Colorado
$21.3K +$22.6K +1,078 New
EP
352
Essential Partners
California
$20.7K
NA
353
NewEdge Advisors
Louisiana
$19K +$840 +40 +4%
OC
354
Oakworth Capital
Alabama
$18.2K
HWP
355
Highline Wealth Partners
California
$17.1K +$420 +20 +2%
CAL
356
Capital Analysts LLC
Pennsylvania
$17K
RF
357
Rossby Financial
Florida
$16.3K +$5.97K +284 +56%
BW
358
Basepoint Wealth
Iowa
$16.2K
HWA
359
HHM Wealth Advisors
Tennessee
$15.9K
SIC
360
SJS Investment Consulting
Ohio
$14.9K +$231 +11 +1%
SGK
361
Steigerwald Gordon & Koch
Virginia
$14.8K
CVM
362
Cheviot Value Management
California
$14.4K
AGWCA
363
Annis Gardner Whiting Capital Advisors
Florida
$14K
PP
364
PFS Partners
New Jersey
$12.8K -$15.7K -747 -54%
AFG
365
Albion Financial Group
Utah
$12.7K
SWP
366
Strategic Wealth Partners
Ohio
$12.2K
BLC
367
Brown, Lisle/Cummings
Rhode Island
$12.2K +$10.5K +499 +419%
AWA
368
Acumen Wealth Advisors
Tennessee
$12.2K -$189 -9 -1%
SWM
369
SHP Wealth Management
Massachusetts
$11.8K +$3.84K +183 +44%
WA
370
WPG Advisers
Maryland
$11.6K -$693 -33 -5%
OWP
371
ORG Wealth Partners
Texas
$11.2K +$6.07K +289 +104%
FCG
372
Financial Connections Group
California
$11K
CTWM
373
Cherry Tree Wealth Management
Minnesota
$10.5K
PB
374
Pinnacle Bancorp
Nebraska
$9.86K
IAAG
375
Innovative Asset Advisors Group
Connecticut
$9.84K +$10.5K +498 New