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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

368 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+12
Holders Change %
+3.37%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
54
Increased
152
Reduced
116
Closed
31
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M

Top Buyers

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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$472M
2
Goldman Sachs
Goldman Sachs
New York
$161M
3
UBS Group
UBS Group
Switzerland
$7M
4
SAM
Silvercrest Asset Management
New York
$0
5
BIMC
Benson Investment Management Company
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCWA
376
Vanguard Capital Wealth Advisors
Colorado
– -$387K -25,047 Closed
William Blair & Company
377
William Blair & Company
Illinois
– -$378K -24,467 Closed
CA
378
Claro Advisors
Massachusetts
– -$271K -17,536 Closed
LFA
379
Legacy Financial Advisors
Kentucky
– -$256K -16,582 Closed
MOS
380
MGO One Seven
Ohio
– -$248K -16,017 Closed
SW
381
SVB Wealth
Massachusetts
– -$230K -14,891 Closed
ET
382
Entropy Technologies
New York
– -$179K -11,600 Closed
RCAG
383
Rehmann Capital Advisory Group
Michigan
– -$173K -11,204 Closed
BWM
384
Baron Wealth Management
Michigan
– -$159K -10,295 Closed
SMA
385
Seven Mile Advisory
New Jersey
– -$155K -10,029 Closed
WF
386
Wayfinding Financial
Washington
– -$116K -7,528 Closed
HCP
387
Hexagon Capital Partners
Arkansas
– -$115K -7,431 Closed
GFPC
388
Global Financial Private Client
Florida
– -$18.2K -1,174 Closed
CFB
389
Cullen/Frost Bankers
Texas
– -$14.9K -965 Closed
TRCT
390
Tower Research Capital (TRC)
New York
– -$3.94K -255 Closed
CA
391
Continuum Advisory
Idaho
– -$3.4K -220 Closed
PA
392
PSI Advisors
Florida
– -$3.09K -200 Closed
MFS
393
Mattson Financial Services
Michigan
– -$1.36K -88 Closed
CTC
394
Central Trust Company
Missouri
– -$1.33K -86 Closed
CA
395
Clearstead Advisors
Ohio
– -$851 -55 Closed
PWA
396
Provenance Wealth Advisors
Florida
– -$758 -49 Closed
HHGA
397
Halbert Hargrove Global Advisors
California
– -$758 -49 Closed
ANBT
398
American National Bank & Trust
Texas
– -$520 -33 Closed
WBC
399
West Branch Capital
Massachusetts
– -$122 -8 Closed
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