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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
IC
401
Iconiq Capital
California
-$552K -36,510 Closed
VF
402
Virtu Financial
New York
-$389K -25,735 Closed
HP
403
Haven Private
Florida
-$341K -22,581 Closed
GIA
404
Gladstone Institutional Advisory
Florida
-$333K -22,045 Closed
FTUS
405
Flow Traders U.S.
New York
-$322K -21,321 Closed
WIA
406
World Investment Advisors
California
-$212K -14,000 Closed
X
407
Xponance
Pennsylvania
-$203K -13,447 Closed
WI
408
WrapManager Inc
California
-$185K -12,265 Closed
AGC
409
Aspen Grove Capital
Colorado
-$176K -11,487 Closed
IWM
410
IHT Wealth Management
Illinois
-$168K -11,127 Closed
WSFS
411
Wilmington Savings Fund Society
Delaware
-$159K -10,536 Closed
HH
412
Hilltop Holdings
Texas
-$156K -10,312 Closed
Axa
413
Axa
France
-$121K -8,000 Closed
SO
414
Sierra Ocean
California
-$84.9K -5,616 Closed
GWM
415
Geneos Wealth Management
Colorado
-$50.3K -3,326 Closed
HT
416
Headlands Technologies
Illinois
-$38.8K -2,570 Closed
TPWA
417
Twin Peaks Wealth Advisors
California
-$33.7K -2,064 Closed
NC
418
NewSquare Capital
Pennsylvania
-$30.7K -2,029 Closed
WA
419
Whipplewood Advisors
Colorado
-$18.4K -1,217 Closed
AGWCA
420
Annis Gardner Whiting Capital Advisors
Florida
-$5.53K -366 Closed
AAS
421
Ameritas Advisory Services
Nebraska
-$4K -265 Closed
TCM
422
Traub Capital Management
Massachusetts
-$2.57K -170 Closed
SC
423
Stephens Consulting
Michigan
-$2.52K -167 Closed
WTFG
424
Wood Tarver Financial Group
Idaho
-$1K -94 Closed
Group One Trading
425
Group One Trading
Illinois
-$609 -38 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.