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Sumitomo Mitsui Financial

415 hedge funds and large institutions have $2.24B invested in Sumitomo Mitsui Financial in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 190 increasing their positions, 92 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
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
$60.4M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
351
Cherry Tree Wealth Management
Minnesota
$10.3K
FCG
352
Financial Connections Group
California
$10K
Kayne Anderson Rudnick Investment Management
353
Kayne Anderson Rudnick Investment Management
California
$9.76K
RF
354
Rossby Financial
Florida
$9.72K
PB
355
Pinnacle Bancorp
Nebraska
$9.65K
TPCW
356
TD Private Client Wealth
New York
$9.57K
SWM
357
Spire Wealth Management
Virginia
$8.03K
BIA
358
Bell Investment Advisors
California
$7.42K
PWA
359
Principia Wealth Advisory
Texas
$6.59K
MNA
360
Manning & Napier Advisors
New York
$6.51K
PWA
361
Physician Wealth Advisors
Utah
$6.48K
AA
362
Ancora Advisors
Ohio
$6.26K
CFFP
363
Center for Financial Planning
Michigan
$6.24K
CFD
364
Creative Financial Designs
Indiana
$6.01K
Nisa Investment Advisors
365
Nisa Investment Advisors
Missouri
$5.64K
OWP
366
ORG Wealth Partners
Texas
$5.35K
National Bank of Canada
367
National Bank of Canada
Quebec, Canada
$5.23K
CYG
368
Clean Yield Group
Vermont
$4.83K
CHC
369
City Holding Co
West Virginia
$4.71K
GWM
370
Geneos Wealth Management
Colorado
$4.66K
NP
371
Ninepoint Partners
Ontario, Canada
$4.56K
W
372
WealthCollab
Washington
$4.37K
IBOK
373
Independence Bank of Kentucky
Kentucky
$4.35K
JFGIW
374
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.9K
NFSG
375
Newbridge Financial Services Group
Florida
$3.79K