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Sumitomo Mitsui Financial

395 hedge funds and large institutions have $1.89B invested in Sumitomo Mitsui Financial in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 172 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,348% more call options, than puts

Call options by funds: $52.8M | Put options by funds: $321K

97% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 31

67% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 103

7% more funds holding

Funds holding: 370395 (+25)

5% more capital invested

Capital invested by funds: $1.8B → $1.89B (+$92.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.08% less ownership

Funds ownership: 1.84%1.76% (-0.08%)

Holders
395
Holders Change
+25
Holders Change %
+6.76%
% of All Funds
5.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
61
Increased
172
Reduced
103
Closed
31
Calls
$52.8M
Puts
$321K
Net Calls
+$52.5M
Net Calls Change
+$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
351
Cornerstone Planning Group
New Jersey
$6.02K -$13.1K -817 -94%
PWA
352
Principia Wealth Advisory
Texas
$5.72K +$3.44K +215 +169%
BBHC
353
Brown Brothers Harriman & Co
New York
$5.49K +$1.43K +89 +37%
CFFP
354
Center for Financial Planning
Michigan
$5.41K
OWP
355
ORG Wealth Partners
Texas
$4.64K
National Bank of Canada
356
National Bank of Canada
Quebec, Canada
$4.54K -$3.28M -204,800 -100%
PWA
357
Physician Wealth Advisors
Utah
$4.35K
CYG
358
Clean Yield Group
Vermont
$4.18K
CFD
359
Creative Financial Designs
Indiana
$4.1K +$1.28K +80 +48%
CHC
360
City Holding Co
West Virginia
$4.08K +$3.91K +244 New
W
361
WealthCollab
Washington
$3.78K
MCM
362
Manchester Capital Management
Vermont
$3.58K
TIM
363
Tortoise Investment Management
New York
$3.45K
M
364
MOTCO
Texas
$3.13K
Simplex Trading
365
Simplex Trading
Illinois
$3K +$3.57K +223 New
BHWM
366
Beaird Harris Wealth Management
Texas
$2.75K +$913 +57 +53%
LI
367
LRI Investments
Florida
$2.75K
HWM
368
HighMark Wealth Management
Minnesota
$2.68K +$2.56K +160 New
CA
369
Crewe Advisors
Utah
$2.66K +$2.55K +159 New
RWS
370
Retirement Wealth Solutions
Wisconsin
$2.21K +$2.11K +132 New
FCAS
371
First Command Advisory Services
Texas
$2.16K
PWAM
372
Private Wealth Asset Management
Iowa
$2.09K
CI
373
CX Institutional
Indiana
$2K
HWM
374
Hemington Wealth Management
Virginia
$2K +$2K +125 New
BLC
375
Brown, Lisle/Cummings
Rhode Island
$1.99K

SMFG Hedge Fund Activity: Q3 2025 in Review

395 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2025, worth a combined $1.89B — up 5.1% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SMFG positions and 31 closed out — a net gain of 30 holders — while 172 added to existing stakes and 103 trimmed.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $21.9M. The largest seller was Morgan Stanley, cutting an estimated $162M.

  • 395 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2025, up from 370 in Q2 2025.
  • Funds reported $1.89B of Sumitomo Mitsui Financial stock for Q3 2025, up 5.1% quarter-over-quarter.
  • 61 funds opened new Sumitomo Mitsui Financial positions in Q3 2025 and 31 closed out, a net change of +30 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2025 was Toronto Dominion Bank, an estimated $21.9M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2025 was Morgan Stanley, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2025.