SMFG icon

Sumitomo Mitsui Financial

389 hedge funds and large institutions have $1.89B invested in Sumitomo Mitsui Financial in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 170 increasing their positions, 102 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
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
Physician Wealth Advisors
Utah
$4.35K
CYG
352
Clean Yield Group
Vermont
$4.18K
CFD
353
Creative Financial Designs
Indiana
$4.1K
CHC
354
City Holding Co
West Virginia
$4.08K
W
355
WealthCollab
Washington
$3.78K
MCM
356
Manchester Capital Management
Vermont
$3.58K
TIM
357
Tortoise Investment Management
New York
$3.45K
M
358
MOTCO
Texas
$3.13K
Simplex Trading
359
Simplex Trading
Illinois
$3K
BHWM
360
Beaird Harris Wealth Management
Texas
$2.75K
LI
361
LRI Investments
Florida
$2.75K
HWM
362
HighMark Wealth Management
Minnesota
$2.68K
CA
363
Crewe Advisors
Utah
$2.66K
RWS
364
Retirement Wealth Solutions
Wisconsin
$2.21K
FCAS
365
First Command Advisory Services
Texas
$2.16K
PWAM
366
Private Wealth Asset Management
Iowa
$2.09K
CI
367
CX Institutional
Indiana
$2K
HWM
368
Hemington Wealth Management
Virginia
$2K
BLC
369
Brown, Lisle/Cummings
Rhode Island
$1.99K
CFO
370
CVA Family Office
Colorado
$1.93K
FNWA
371
Financial Network Wealth Advisors
Utah
$1.76K
MA
372
Montag & Associates
Georgia
$1.66K
GWSG
373
GPS Wealth Strategies Group
Colorado
$1.59K
WWA
374
Wealth Watch Advisors
Colorado
$1.57K
DJSG
375
D.J. St. Germain
Massachusetts
$1.52K