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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
LI
401
LRI Investments
Florida
$3.24K
IAS
402
IMA Advisory Services
Colorado
$3.2K -$105 -5 -3%
MCM
403
MV Capital Management
Maryland
$3.18K +$1.95K +93 +137%
CA
404
Crewe Advisors
Utah
$3.14K
CI
405
CX Institutional
Indiana
$3K
NRG
406
Nemes Rush Group
Michigan
$2.98K
IWS
407
Intentional Wealth Strategies
Colorado
$2.86K +$3.05K +145 New
KG
408
Kilter Group
New York
$2.51K +$693 +33 +35%
ECA
409
Elevated Capital Advisors
Utah
$2.47K
PWAM
410
Private Wealth Asset Management
Iowa
$2.47K
AIC
411
Archer Investment Corporation
Indiana
$2.29K +$2.44K +116 New
CFO
412
CVA Family Office
Colorado
$2.27K
ACA
413
American Capital Advisory
Idaho
$2.05K +$399 +19 +22%
ST
414
Smithfield Trust
Pennsylvania
$2K
JFA
415
JNBA Financial Advisors
Minnesota
$1.82K
DJSG
416
D.J. St. Germain
Massachusetts
$1.8K
CTB
417
Country Trust Bank
Illinois
$1.72K
GIA
418
GHP Investment Advisors
Colorado
$1.68K +$1.79K +85 New
GFA
419
Godfrey Financial Associates
New York
$1.56K
MB
420
MidFirst Bank
Oklahoma
$1.46K +$1.55K +74 New
CTC
421
Central Trust Company
Missouri
$1.44K -$210 -10 -12%
DWM
422
Dogwood Wealth Management
Kansas
$1.32K +$1.41K +67 New
CCWM
423
Cassaday & Co Wealth Management
Virginia
$1.26K +$1.34K +64 New
CJ
424
Caitlin John
Michigan
$1.17K
GSWM
425
Golden State Wealth Management
California
$1.15K