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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

365 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 151 increasing their positions, 115 reducing their positions, and 30 closing their positions.

Holders
365
Holders Change
+9
Holders Change %
+2.53%
% of All Funds
4.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
53
Increased
151
Reduced
115
Closed
30
Calls
$25.7M
Puts
$3K
Net Calls
+$25.7M
Net Calls Change
-$26.4M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$14.8M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$20.5M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$8.19M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$8.56M
5
MCM
5
Massar Capital Management
Connecticut
$7.56M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$472M
2
Goldman Sachs
2
Goldman Sachs
New York
$161M
3
UBS Group
3
UBS Group
Switzerland
$7M
4
SAM
4
Silvercrest Asset Management
New York
$0
5
BIMC
5
Benson Investment Management Company
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$8.56M 556,128 +498,160 +859%
CIBC World Market
27
CIBC World Market
Ontario, Canada
$8.38M 554,918 -2,795 -0.5%
Westfield Capital Management
28
Westfield Capital Management
Massachusetts
$8.19M 541,882 +541,882 New
CGH
29
Crossmark Global Holdings
Texas
$8.05M 532,443 +33,841 +7%
LPL Financial
30
LPL Financial
California
$8M 529,444 +84,090 +19%
RAM
31
Ramirez Asset Management
New York
$7.64M 505,871 +96,473 +24%
MCM
32
Massar Capital Management
Connecticut
$7.56M 500,000 +500,000 New
Creative Planning
33
Creative Planning
Kansas
$7.49M 495,765 -75,782 -13%
Pathstone Holdings
34
Pathstone Holdings
New Jersey
$7.14M 472,246 -1,208 -0.3%
Stifel Financial
35
Stifel Financial
Missouri
$7.12M 471,176 +44,194 +10%
UBS Group
36
UBS Group
Switzerland
$7M 463,502 -433,419 -48%
Cerity Partners
37
Cerity Partners
New York
$6.93M 458,927 -9,283 -2%
Tudor Investment Corp
38
Tudor Investment Corp
Connecticut
$6.59M 436,288 +436,288 New
QCM
39
QRG Capital Management
Illinois
$6.41M 424,036 -94,537 -18%
Boston Partners
40
Boston Partners
Massachusetts
$6.32M 418,390 -3,093 -0.7%
Mariner
41
Mariner
Kansas
$5.75M 380,533 -17,560 -4%
Massachusetts Financial Services
42
Massachusetts Financial Services
Massachusetts
$5.73M 379,185 +96,822 +34%
US Bancorp
43
US Bancorp
Minnesota
$5.6M 370,368 +8,722 +2%
AQR Capital Management
44
AQR Capital Management
Connecticut
$5.58M 368,987 +191,738 +108%
EI
45
Ethic Inc
New York
$5.44M 357,897 -34,776 -9%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$4.8M 317,513 -22,379 -7%
EGA
47
Eagle Global Advisors
Texas
$4.7M 311,000 – –
MWM
48
Moran Wealth Management
Florida
$4.69M 310,086 +8,511 +3%
CCM
49
Causeway Capital Management
California
$4.56M 301,796 +301,796 New
SEI Investments
50
SEI Investments
Pennsylvania
$4.44M 293,729 +105,752 +56%
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