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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
CHC
376
City Holding Co
West Virginia
$4.71K
GWM
377
Geneos Wealth Management
Colorado
$4.66K +$4.18K +241 New
NP
378
Ninepoint Partners
Ontario, Canada
$4.56K +$4.09K +236 New
W
379
WealthCollab
Washington
$4.37K
IBOK
380
Independence Bank of Kentucky
Kentucky
$4.35K +$3.9K +225 New
JFGIW
381
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.9K -$3.33K -192 -49%
NFSG
382
Newbridge Financial Services Group
Florida
$3.79K +$3.4K +196 New
II
383
Inspire Investing
Idaho
$3.35K +$3.02K +174 New
IAS
384
IMA Advisory Services
Colorado
$3.23K +$2.9K +167 New
TCM
385
Triumph Capital Management
Colorado
$3.23K +$2.9K +167 New
BHWM
386
Beaird Harris Wealth Management
Texas
$3.17K
LI
387
LRI Investments
Florida
$3.17K
CA
388
Crewe Advisors
Utah
$3.07K
CI
389
CX Institutional
Indiana
$3K
NRG
390
Nemes Rush Group
Michigan
$2.92K +$2.62K +151 New
FCAS
391
First Command Advisory Services
Texas
$2.49K
RWS
392
Retirement Wealth Solutions
Wisconsin
$2.44K -$104 -6 -5%
PWAM
393
Private Wealth Asset Management
Iowa
$2.42K
ECA
394
Elevated Capital Advisors
Utah
$2.42K +$2.17K +125 New
BLC
395
Brown, Lisle/Cummings
Rhode Island
$2.3K
CFO
396
CVA Family Office
Colorado
$2.22K
FNWA
397
Financial Network Wealth Advisors
Utah
$2.03K
ST
398
Smithfield Trust
Pennsylvania
$2K +$1.94K +112 New
KG
399
Kilter Group
New York
$1.82K +$1.63K +94 New
WWA
400
Wealth Watch Advisors
Colorado
$1.82K