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Sumitomo Mitsui Financial

371 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,571% more call options, than puts

Call options by funds: $49.2M | Put options by funds: $642K

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

27% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 118

3% more funds holding

Funds holding: 359371 (+12)

1% less capital invested

Capital invested by funds: $1.81B → $1.8B (-$11M)

1.18% less ownership

Funds ownership: 3.02%1.84% (-1.2%)

Holders
371
Holders Change
+12
Holders Change %
+3.34%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
150
Reduced
118
Closed
34
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
351
CX Institutional
Indiana
$2K
FCAS
352
First Command Advisory Services
Texas
$1.95K
PWA
353
Principia Wealth Advisory
Texas
$1.92K +$1.83K +127 New
PWAM
354
Private Wealth Asset Management
Iowa
$1.89K
BLC
355
Brown, Lisle/Cummings
Rhode Island
$1.8K
CFO
356
CVA Family Office
Colorado
$1.74K
BHWM
357
Beaird Harris Wealth Management
Texas
$1.62K +$1.54K +107 New
FNWA
358
Financial Network Wealth Advisors
Utah
$1.59K
GWSG
359
GPS Wealth Strategies Group
Colorado
$1.44K +$1.17K +81 +579%
CTB
360
Country Trust Bank
Illinois
$1.31K +$1.25K +87 New
SL
361
Salomon & Ludwin
Virginia
$1.21K +$1.15K +80 New
WTFG
362
Wood Tarver Financial Group
Idaho
$1K
GSWM
363
Golden State Wealth Management
California
$876
AWM
364
Abound Wealth Management
Tennessee
$680 -$158 -11 -20%
Group One Trading
365
Group One Trading
Illinois
$574 -$5.75K -400 -91%
FGC
366
Financial Gravity Companies
Texas
$574 +$546 +38 New
AF
367
Advisornet Financial
Minnesota
$499
BWL
368
Bogart Wealth LLC
Virginia
$484
HNW
369
High Note Wealth
Minnesota
$378
CAM
370
Creekmur Asset Management
Illinois
$340 +$331 +23 New
TWC
371
TD Waterhouse Canada
Ontario, Canada
$15
BIMC
372
Benson Investment Management Company
Virginia
-$5.5M -355,750 Closed
SAM
373
Silvercrest Asset Management
New York
-$6.15M -242,300 Closed
Citadel Advisors
374
Citadel Advisors
Florida
-$2.05M -142,384 Closed
TC
375
TownSquare Capital
Utah
-$1.33M -85,910 Closed

SMFG Hedge Fund Activity: Q2 2025 in Review

371 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2025, worth a combined $1.8B — down 0.61% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SMFG positions and 34 closed out — a net gain of 21 holders — while 150 added to existing stakes and 118 trimmed.

The largest buyer was Millennium Management, adding an estimated $13.5M. The largest seller was Morgan Stanley, cutting an estimated $55.1M.

  • 371 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2025, up from 359 in Q1 2025.
  • Funds reported $1.8B of Sumitomo Mitsui Financial stock for Q2 2025, down 0.61% quarter-over-quarter.
  • 55 funds opened new Sumitomo Mitsui Financial positions in Q2 2025 and 34 closed out, a net change of +21 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2025 was Millennium Management, an estimated $13.5M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2025 was Morgan Stanley, an estimated $55.1M sold.

Based on aggregated 13F filings for Q2 2025.