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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

368 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+12
Holders Change %
+3.37%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
54
Increased
152
Reduced
116
Closed
31
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M

Top Buyers

1
Millennium Management
Millennium Management
New York
$14.8M
2
Fisher Asset Management
Fisher Asset Management
Washington
$20.5M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$8.19M
4
Osaic Holdings
Osaic Holdings
Arizona
$8.56M
5
MCM
Massar Capital Management
Connecticut
$7.56M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$472M
2
Goldman Sachs
Goldman Sachs
New York
$161M
3
UBS Group
UBS Group
Switzerland
$7M
4
SAM
Silvercrest Asset Management
New York
$0
5
BIMC
Benson Investment Management Company
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAM
351
Private Wealth Asset Management
Iowa
$1.89K – – –
BLC
352
Brown, Lisle/Cummings
Rhode Island
$1.8K – – –
CFO
353
CVA Family Office
Colorado
$1.74K – – –
BHWM
354
Beaird Harris Wealth Management
Texas
$1.62K +$1.62K +107 New
FNWA
355
Financial Network Wealth Advisors
Utah
$1.59K – – –
GWSG
356
GPS Wealth Strategies Group
Colorado
$1.44K +$1.22K +81 +579%
CTB
357
Country Trust Bank
Illinois
$1.32K +$1.32K +87 New
SL
358
Salomon & Ludwin
Virginia
$1.21K +$1.21K +80 New
WTFG
359
Wood Tarver Financial Group
Idaho
$1K – – –
GSWM
360
Golden State Wealth Management
California
$876 – – –
AWM
361
Abound Wealth Management
Tennessee
$680 -$166 -11 -20%
Group One Trading
362
Group One Trading
Illinois
$574 -$6.04K -400 -91%
FGC
363
Financial Gravity Companies
Texas
$574 +$574 +38 New
AF
364
Advisornet Financial
Minnesota
$499 – – –
BWL
365
Bogart Wealth LLC
Virginia
$484 – – –
HNW
366
High Note Wealth
Minnesota
$378 – – –
CAM
367
Creekmur Asset Management
Illinois
$340 +$340 +23 New
TWC
368
TD Waterhouse Canada
Ontario, Canada
$15 – – –
BIMC
369
Benson Investment Management Company
Virginia
– -$5.5M -355,750 Closed
SAM
370
Silvercrest Asset Management
New York
– -$6.15M -242,300 Closed
Citadel Advisors
371
Citadel Advisors
Florida
– -$2.2M -142,384 Closed
TC
372
TownSquare Capital
Utah
– -$1.33M -85,910 Closed
Susquehanna International Group
373
Susquehanna International Group
Pennsylvania
– -$1.22M -78,788 Closed
Pacer Advisors
374
Pacer Advisors
Pennsylvania
– -$895K -57,884 Closed
VSQM
375
V-Square Quantitative Management
Illinois
– -$615K -39,799 Closed
12 13 14
15
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