We are live on ! Find out more
SMFG icon

Sumitomo Mitsui Financial

359 hedge funds and large institutions have $1.81B invested in Sumitomo Mitsui Financial in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

40,091% more call options, than puts

Call options by funds: $52.2M | Put options by funds: $130K

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

22% more capital invested

Capital invested by funds: $1.49B → $1.81B (+$328M)

3% more funds holding

Funds holding: 348359 (+11)

0.41% more ownership

Funds ownership: 2.61%3.02% (+0.41%)

Holders
359
Holders Change
+11
Holders Change %
+3.16%
% of All Funds
4.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
47
Increased
156
Reduced
103
Closed
30
Calls
$52.2M
Puts
$130K
Net Calls
+$52.1M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
351
Halbert Hargrove Global Advisors
California
$758 +$745 +49 New
FGAM
352
Financial Gravity Asset Management
Texas
$587 +$578 +38 New
ANBT
353
American National Bank & Trust
Texas
$520 +$502 +33 New
AF
354
Advisornet Financial
Minnesota
$510
BWL
355
Bogart Wealth LLC
Virginia
$495 +$487 +32 New
HNW
356
High Note Wealth
Minnesota
$387
GWSG
357
GPS Wealth Strategies Group
Colorado
$216 +$213 +14 New
WBC
358
West Branch Capital
Massachusetts
$122
TWC
359
TD Waterhouse Canada
Ontario, Canada
$15 -$47.1K -3,098 -100%
Arrowstreet Capital
360
Arrowstreet Capital
Massachusetts
-$5.93M -409,579 Closed
LG
361
Leuthold Group
Minnesota
-$4.33M -298,514 Closed
ACM
362
Aquatic Capital Management
Illinois
-$953K -65,744 Closed
JG
363
Jain Global
New York
-$399K -27,553 Closed
TC
364
Taika Capital
Florida
-$361K -24,915 Closed
GC
365
Guggenheim Capital
Illinois
-$277K -19,090 Closed
CCG
366
Catalina Capital Group
California
-$255K -17,624 Closed
AWS
367
Atria Wealth Solutions
New York
-$199K -13,710 Closed
CCM
368
Causeway Capital Management
California
-$193K -13,348 Closed
SWP
369
Stratos Wealth Partners
Ohio
-$177K -12,241 Closed
PMA
370
Prudent Man Advisors
Illinois
-$172K -11,883 Closed
FCH
371
Freestone Capital Holdings
Washington
-$161K -11,107 Closed
HSBC Holdings
372
HSBC Holdings
United Kingdom
-$153K -10,554 Closed
EWM
373
Empirical Wealth Management
Washington
-$151K -10,417 Closed
QT
374
Quantbot Technologies
New York
-$130K -9,004 Closed
PEAK6
375
PEAK6
Illinois
-$25.1K -1,734 Closed

SMFG Hedge Fund Activity: Q1 2025 in Review

359 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2025, worth a combined $1.81B — up 22% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SMFG positions and 30 closed out — a net gain of 17 holders — while 156 added to existing stakes and 103 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $173M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $5.93M sold.

  • 359 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2025, up from 348 in Q4 2024.
  • Funds reported $1.81B of Sumitomo Mitsui Financial stock for Q1 2025, up 22% quarter-over-quarter.
  • 47 funds opened new Sumitomo Mitsui Financial positions in Q1 2025 and 30 closed out, a net change of +17 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2025 was Morgan Stanley, an estimated $173M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2025 was Arrowstreet Capital, an estimated $5.93M sold.

Based on aggregated 13F filings for Q1 2025.