SMFG icon

Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

356 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, 157 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+10
Holders Change %
+2.89%
% of All Funds
4.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
47
Increased
157
Reduced
101
Closed
30
Calls
$52.2M
Puts
$130K
Net Calls
+$52.1M
Net Calls Change
+$1.95M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$176M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.4M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$8.33M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$5.25M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$6.03M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.93M
3
Jane Street
Jane Street
New York
-$5.62M
4
LG
Leuthold Group
Minnesota
-$4.33M
5
WA
Whipplewood Advisors
Colorado
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
351
Advisornet Financial
Minnesota
$510 – – –
BWL
352
Bogart Wealth LLC
Virginia
$495 +$495 +32 New
HNW
353
High Note Wealth
Minnesota
$387 – – –
GWSG
354
GPS Wealth Strategies Group
Colorado
$216 +$216 +14 New
WBC
355
West Branch Capital
Massachusetts
$122 – – –
TWC
356
TD Waterhouse Canada
Ontario, Canada
$15 -$46.5K -3,098 -100%
Arrowstreet Capital
357
Arrowstreet Capital
Massachusetts
– -$5.93M -409,579 Closed
LG
358
Leuthold Group
Minnesota
– -$4.33M -298,514 Closed
ACM
359
Aquatic Capital Management
Illinois
– -$953K -65,744 Closed
JG
360
Jain Global
New York
– -$399K -27,553 Closed
TC
361
Taika Capital
Florida
– -$361K -24,915 Closed
GC
362
Guggenheim Capital
Illinois
– -$277K -19,090 Closed
CCG
363
Catalina Capital Group
California
– -$255K -17,624 Closed
AWS
364
Atria Wealth Solutions
New York
– -$199K -13,710 Closed
CCM
365
Causeway Capital Management
California
– -$193K -13,348 Closed
SWP
366
Stratos Wealth Partners
Ohio
– -$177K -12,241 Closed
PMA
367
Prudent Man Advisors
Illinois
– -$172K -11,883 Closed
FCH
368
Freestone Capital Holdings
Washington
– -$161K -11,107 Closed
HSBC Holdings
369
HSBC Holdings
United Kingdom
– -$153K -10,554 Closed
EWM
370
Empirical Wealth Management
Washington
– -$151K -10,417 Closed
QT
371
Quantbot Technologies
New York
– -$130K -9,004 Closed
PEAK6
372
PEAK6
Illinois
– -$25.1K -1,734 Closed
VWM
373
Venturi Wealth Management
Texas
– -$16.1K -1,109 Closed
HI
374
Human Investing
Oregon
– -$15.9K -1,100 Closed
AWM
375
Avior Wealth Management
Nebraska
– -$14.4K -994 Closed
12 13 14
15
16