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Sumitomo Mitsui Financial

394 hedge funds and large institutions have $1.89B invested in Sumitomo Mitsui Financial in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 172 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$52.8M
Puts
$321K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
351
Principia Wealth Advisory
Texas
$5.72K
BBHC
352
Brown Brothers Harriman & Co
New York
$5.49K
CFFP
353
Center for Financial Planning
Michigan
$5.41K
OWP
354
ORG Wealth Partners
Texas
$4.64K
National Bank of Canada
355
National Bank of Canada
Quebec, Canada
$4.54K
PWA
356
Physician Wealth Advisors
Utah
$4.35K
CYG
357
Clean Yield Group
Vermont
$4.18K
CFD
358
Creative Financial Designs
Indiana
$4.1K
CHC
359
City Holding Co
West Virginia
$4.08K
W
360
WealthCollab
Washington
$3.78K
MCM
361
Manchester Capital Management
Vermont
$3.58K
TIM
362
Tortoise Investment Management
New York
$3.45K
M
363
MOTCO
Texas
$3.13K
Simplex Trading
364
Simplex Trading
Illinois
$3K
BHWM
365
Beaird Harris Wealth Management
Texas
$2.75K
LI
366
LRI Investments
Florida
$2.75K
HWM
367
HighMark Wealth Management
Minnesota
$2.68K
CA
368
Crewe Advisors
Utah
$2.66K
RWS
369
Retirement Wealth Solutions
Wisconsin
$2.21K
FCAS
370
First Command Advisory Services
Texas
$2.16K
PWAM
371
Private Wealth Asset Management
Iowa
$2.09K
CI
372
CX Institutional
Indiana
$2K
HWM
373
Hemington Wealth Management
Virginia
$2K
BLC
374
Brown, Lisle/Cummings
Rhode Island
$1.99K
CFO
375
CVA Family Office
Colorado
$1.93K