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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

365 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 151 increasing their positions, 115 reducing their positions, and 30 closing their positions.

Holders
365
Holders Change
+9
Holders Change %
+2.53%
% of All Funds
4.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
53
Increased
151
Reduced
115
Closed
30
Calls
$25.7M
Puts
$3K
Net Calls
+$25.7M
Net Calls Change
-$26.4M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$14.8M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$20.5M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$8.19M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$8.56M
5
MCM
5
Massar Capital Management
Connecticut
$7.56M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$472M
2
Goldman Sachs
2
Goldman Sachs
New York
$161M
3
UBS Group
3
UBS Group
Switzerland
$7M
4
SAM
4
Silvercrest Asset Management
New York
$0
5
BIMC
5
Benson Investment Management Company
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MOS
376
MGO One Seven
Ohio
– – -16,017 Closed
SW
377
SVB Wealth
Massachusetts
– – -14,891 Closed
ET
378
Entropy Technologies
New York
– – -11,600 Closed
RCAG
379
Rehmann Capital Advisory Group
Michigan
– – -11,204 Closed
BWM
380
Baron Wealth Management
Michigan
– – -10,295 Closed
SMA
381
Seven Mile Advisory
New Jersey
– – -10,029 Closed
WF
382
Wayfinding Financial
Washington
– – -7,528 Closed
HCP
383
Hexagon Capital Partners
Arkansas
– – -7,431 Closed
GFPC
384
Global Financial Private Client
Florida
– – -1,174 Closed
CFB
385
Cullen/Frost Bankers
Texas
– – -965 Closed
TRCT
386
Tower Research Capital (TRC)
New York
– – -255 Closed
CA
387
Continuum Advisory
Idaho
– – -220 Closed
PA
388
PSI Advisors
Florida
– – -200 Closed
MFS
389
Mattson Financial Services
Michigan
– – -88 Closed
CTC
390
Central Trust Company
Missouri
– – -86 Closed
CA
391
Clearstead Advisors
Ohio
– – -55 Closed
HHGA
392
Halbert Hargrove Global Advisors
California
– – -49 Closed
PWA
393
Provenance Wealth Advisors
Florida
– – -49 Closed
ANBT
394
American National Bank & Trust
Texas
– – -33 Closed
WBC
395
West Branch Capital
Massachusetts
– – -8 Closed
POIA
396
Pin Oak Investment Advisors
Texas
– – – –
Simplex Trading
397
Simplex Trading
Illinois
– – – –
12 13 14 15
16