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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
AHC
26
Anderson Hoagland & Co
Missouri
$14.3M -$49K -2,331 -0.3%
Natixis Advisors
27
Natixis Advisors
Massachusetts
$13.8M +$2.04M +97,110 +16%
UBS Group
28
UBS Group
Switzerland
$12.5M -$2.02M -95,988 -13%
Invesco
29
Invesco
Georgia
$12.3M -$7.99M -380,416 -38%
Allspring Global Investments
30
Allspring Global Investments
North Carolina
$11.9M -$728K -34,669 -6%
Pathstone Holdings
31
Pathstone Holdings
New Jersey
$11.7M +$133K +6,329 +1%
Stifel Financial
32
Stifel Financial
Missouri
$11.1M +$568K +27,054 +5%
Cerity Partners
33
Cerity Partners
New York
$9.38M +$958K +45,604 +11%
CGH
34
Crossmark Global Holdings
Texas
$9.37M +$247K +11,775 +3%
LPL Financial
35
LPL Financial
California
$9.26M +$892K +42,446 +10%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$9.08M +$9.17M +436,693 +1,902%
Westfield Capital Management
37
Westfield Capital Management
Massachusetts
$9.04M +$82K +3,903 +0.9%
CIBC World Market
38
CIBC World Market
Ontario, Canada
$8.94M -$82.1K -3,906 -0.9%
Boston Partners
39
Boston Partners
Massachusetts
$8.65M -$975K -46,402 -10%
Mariner
40
Mariner
Kansas
$8.59M +$534K +25,433 +6%
SEI Investments
41
SEI Investments
Pennsylvania
$8.53M +$263K +12,525 +3%
Federated Hermes
42
Federated Hermes
Pennsylvania
$8.15M -$2.75M -131,113 -24%
MWM
43
Moran Wealth Management
Florida
$8M +$531K +25,301 +7%
RAM
44
Ramirez Asset Management
New York
$7.99M -$6.47M -307,842 -43%
EI
45
Ethic Inc
New York
$7.93M +$351K +16,722 +4%
Raymond James Financial
46
Raymond James Financial
Florida
$7.91M +$1.51M +71,794 +22%
P
47
&Partners
Tennessee
$7.07M +$313K +14,911 +4%
QCM
48
QRG Capital Management
Illinois
$6.83M +$1.55M +74,018 +27%
Toronto Dominion Bank
49
Toronto Dominion Bank
Ontario, Canada
$6.48M -$293K -13,925 -4%
US Bancorp
50
US Bancorp
Minnesota
$6.41M +$60.4K +2,873 +0.9%