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Sumitomo Mitsui Financial

395 hedge funds and large institutions have $1.89B invested in Sumitomo Mitsui Financial in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 172 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,348% more call options, than puts

Call options by funds: $52.8M | Put options by funds: $321K

97% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 31

67% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 103

7% more funds holding

Funds holding: 370395 (+25)

5% more capital invested

Capital invested by funds: $1.8B → $1.89B (+$92.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.08% less ownership

Funds ownership: 1.84%1.76% (-0.08%)

Holders
395
Holders Change
+25
Holders Change %
+6.76%
% of All Funds
5.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
61
Increased
172
Reduced
103
Closed
31
Calls
$52.8M
Puts
$321K
Net Calls
+$52.5M
Net Calls Change
+$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
376
CVA Family Office
Colorado
$1.93K
FNWA
377
Financial Network Wealth Advisors
Utah
$1.76K
MA
378
Montag & Associates
Georgia
$1.66K +$1.59K +99 New
GWSG
379
GPS Wealth Strategies Group
Colorado
$1.59K
WWA
380
Wealth Watch Advisors
Colorado
$1.57K +$1.51K +94 New
DJSG
381
D.J. St. Germain
Massachusetts
$1.52K +$1.46K +91 New
CTB
382
Country Trust Bank
Illinois
$1.46K
ACA
383
American Capital Advisory
Idaho
$1.44K +$1.38K +86 New
CTC
384
Central Trust Company
Missouri
$1.22K +$1.17K +73 New
CJ
385
Caitlin John
Michigan
$988 +$945 +59 New
GSWM
386
Golden State Wealth Management
California
$971
AWM
387
Abound Wealth Management
Tennessee
$754
PAM
388
Palisade Asset Management
Minnesota
$653 +$625 +39 New
FGAM
389
Financial Gravity Asset Management
Texas
$636 +$609 +38 New
AF
390
Advisornet Financial
Minnesota
$552
BWL
391
Bogart Wealth LLC
Virginia
$536
CAM
392
Creekmur Asset Management
Illinois
$382
BMC
393
Bear Mountain Capital
Washington
$177 +$176 +11 New
Twin Tree Management
394
Twin Tree Management
Texas
$50 +$48 +3 New
TWC
395
TD Waterhouse Canada
Ontario, Canada
$16
Calamos Advisors
396
Calamos Advisors
Illinois
-$2.54M -168,076 Closed
SC
397
Seldon Capital
California
-$1.4M -92,885 Closed
Verition Fund Management
398
Verition Fund Management
Connecticut
-$1.22M -80,482 Closed
Walleye Capital
399
Walleye Capital
New York
-$955K -63,217 Closed
BS
400
Banco Santander
Spain
-$697K -46,140 Closed

SMFG Hedge Fund Activity: Q3 2025 in Review

395 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2025, worth a combined $1.89B — up 5.1% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SMFG positions and 31 closed out — a net gain of 30 holders — while 172 added to existing stakes and 103 trimmed.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $21.9M. The largest seller was Morgan Stanley, cutting an estimated $162M.

  • 395 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2025, up from 370 in Q2 2025.
  • Funds reported $1.89B of Sumitomo Mitsui Financial stock for Q3 2025, up 5.1% quarter-over-quarter.
  • 61 funds opened new Sumitomo Mitsui Financial positions in Q3 2025 and 31 closed out, a net change of +30 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2025 was Toronto Dominion Bank, an estimated $21.9M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2025 was Morgan Stanley, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2025.