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Sumitomo Mitsui Financial

439 hedge funds and large institutions have $2.44B invested in Sumitomo Mitsui Financial in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 202 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $45.8M | Put options by funds: $11.2M

89% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 107

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

9% more capital invested

Capital invested by funds: $2.24B → $2.44B (+$203M)

4% more funds holding

Funds holding: 422439 (+17)

0.14% more ownership

Funds ownership: 1.8%1.94% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
439
Holders Change
+17
Holders Change %
+4.03%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
61
Increased
202
Reduced
107
Closed
34
Calls
$45.8M
Puts
$11.2M
Net Calls
+$34.5M
Net Calls Change
-$25.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
376
Nisa Investment Advisors
Missouri
$9.64K +$4.12K +196 +67%
AT
377
Arlington Trust
Alabama
$8.81K +$9.37K +446 New
Kayne Anderson Rudnick Investment Management
378
Kayne Anderson Rudnick Investment Management
California
$7.86K -$2.23K -106 -21%
NFSG
379
Newbridge Financial Services Group
Florida
$7.76K +$4.14K +197 +101%
BIA
380
Bell Investment Advisors
California
$7.58K
PSFG
381
Park Square Financial Group
Georgia
$7.45K -$26.3K -1,252 -77%
SWM
382
Spire Wealth Management
Virginia
$7.45K -$798 -38 -9%
TCM
383
Triumph Capital Management
Colorado
$7.05K +$3.99K +190 +114%
BFS
384
Bare Financial Services
Pennsylvania
$6.77K +$7.21K +343 New
PWA
385
Physician Wealth Advisors
Utah
$6.66K +$42 +2 +0.6%
FC
386
Financial Consulate
Maryland
$6.46K +$5.27K +251 +330%
MNA
387
Manning & Napier Advisors
New York
$6.41K +$21 +1 +0.3%
FIM
388
FWL Investment Management
Texas
$6.26K -$4.64K -221 -41%
CFD
389
Creative Financial Designs
Indiana
$6.14K
National Bank of Canada
390
National Bank of Canada
Quebec, Canada
$5.68K +$357 +17 +6%
FCAS
391
First Command Advisory Services
Texas
$5.35K +$2.98K +142 +110%
RWS
392
Retirement Wealth Solutions
Wisconsin
$5.04K +$2.71K +129 +102%
BH
393
Burk Holdings
Oklahoma
$5.04K +$5.36K +255 New
CYG
394
Clean Yield Group
Vermont
$4.94K
CHC
395
City Holding Co
West Virginia
$4.82K
W
396
WealthCollab
Washington
$4.46K
IBOK
397
Independence Bank of Kentucky
Kentucky
$4.44K
JFGIW
398
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.99K
II
399
Inspire Investing
Idaho
$3.65K +$231 +11 +6%
BHWM
400
Beaird Harris Wealth Management
Texas
$3.24K