We are live on ! Find out more
SMFG icon

Sumitomo Mitsui Financial

422 hedge funds and large institutions have $2.24B invested in Sumitomo Mitsui Financial in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 192 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 91

97% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 38

18% more capital invested

Capital invested by funds: $1.89B → $2.24B (+$347M)

7% more funds holding

Funds holding: 395422 (+27)

0.04% more ownership

Funds ownership: 1.76%1.8% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
422
Holders Change
+27
Holders Change %
+6.84%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
75
Increased
192
Reduced
91
Closed
38
Calls
$60.4M
Puts
Net Calls
+$60.4M
Net Calls Change
+$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
351
Albion Financial Group
Utah
$12.4K
AWA
352
Acumen Wealth Advisors
Tennessee
$12.1K +$10.8K +625 New
WA
353
WPG Advisers
Maryland
$12K +$1.8K +104 +20%
SWP
354
Strategic Wealth Partners
Ohio
$11.9K
RWA
355
Redmont Wealth Advisors
Illinois
$10.4K
FIM
356
FWL Investment Management
Texas
$10.4K -$30.7K -1,773 -77%
CTWM
357
Cherry Tree Wealth Management
Minnesota
$10.3K
FCG
358
Financial Connections Group
California
$10K
Kayne Anderson Rudnick Investment Management
359
Kayne Anderson Rudnick Investment Management
California
$9.76K +$17 +1 +0.2%
RF
360
Rossby Financial
Florida
$9.72K +$503 +29 +6%
PB
361
Pinnacle Bancorp
Nebraska
$9.65K
TPCW
362
TD Private Client Wealth
New York
$9.57K -$52.8K -3,046 -86%
SWM
363
Spire Wealth Management
Virginia
$8.03K -$2.58K -149 -26%
SWM
364
SHP Wealth Management
Massachusetts
$8.03K +$7.19K +415 New
BIA
365
Bell Investment Advisors
California
$7.42K
PWA
366
Principia Wealth Advisory
Texas
$6.59K -$17 -1 -0.3%
MNA
367
Manning & Napier Advisors
New York
$6.51K +$5.82K +336 New
PWA
368
Physician Wealth Advisors
Utah
$6.48K +$1.3K +75 +29%
AA
369
Ancora Advisors
Ohio
$6.26K +$5.62K +324 New
CFFP
370
Center for Financial Planning
Michigan
$6.24K
CFD
371
Creative Financial Designs
Indiana
$6.01K +$1.14K +66 +27%
Nisa Investment Advisors
372
Nisa Investment Advisors
Missouri
$5.64K +$5.06K +292 New
OWP
373
ORG Wealth Partners
Texas
$5.35K
National Bank of Canada
374
National Bank of Canada
Quebec, Canada
$5.23K
CYG
375
Clean Yield Group
Vermont
$4.83K