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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
JFA
401
JNBA Financial Advisors
Minnesota
$1.78K +$1.59K +92 New
DJSG
402
D.J. St. Germain
Massachusetts
$1.76K
CTB
403
Country Trust Bank
Illinois
$1.68K
ACA
404
American Capital Advisory
Idaho
$1.64K -$17 -1 -1%
CTC
405
Central Trust Company
Missouri
$1.61K +$173 +10 +14%
GFA
406
Godfrey Financial Associates
New York
$1.53K +$1.37K +79 New
FC
407
Financial Consulate
Maryland
$1.47K +$1.32K +76 New
MCM
408
MV Capital Management
Maryland
$1.31K +$1.18K +68 New
CJ
409
Caitlin John
Michigan
$1.14K
GSWM
410
Golden State Wealth Management
California
$1.12K
CFB
411
Cullen/Frost Bankers
Texas
$1.06K +$953 +55 New
AWM
412
Abound Wealth Management
Tennessee
$870
FDCDDQ
413
Federation des caisses Desjardins du Quebec
Quebec, Canada
$831 +$745 +43 New
TCM
414
TD Capital Management
Tennessee
$803 +$728 +42 New
AF
415
Advisornet Financial
Minnesota
$638
BWL
416
Bogart Wealth LLC
Virginia
$619
TFA
417
Toth Financial Advisory
Virginia
$213 +$191 +11 New
WSFS
418
Wilmington Savings Fund Society
Delaware
$213 +$191 +11 New
MMCM
419
Murphy & Mullick Capital Management
New York
$155 +$139 +8 New
TWC
420
TD Waterhouse Canada
Ontario, Canada
$116 +$87 +5 +500%
FGAM
421
Financial Gravity Asset Management
Texas
$39 -$624 -36 -95%
TC
422
Trust Company
Kansas
$19 +$17 +1 New
KFG
423
Kingdom Financial Group
Arizona
$9
MAMU
424
Myriad Asset Management US
Florida
-$1.95M -116,634 Closed
EGM
425
Engineers Gate Manager
New York
-$1.87M -111,532 Closed