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Sumitomo Mitsui Financial

347 hedge funds and large institutions have $1.49B invested in Sumitomo Mitsui Financial in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 149 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,702% more call options, than puts

Call options by funds: $50.6M | Put options by funds: $395K

75% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 28

49% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 100

28% more capital invested

Capital invested by funds: $1.16B → $1.49B (+$327M)

5% more funds holding

Funds holding: 332347 (+15)

4.54% less ownership

Funds ownership: 7.15%2.61% (-4.5%)

Holders
347
Holders Change
+15
Holders Change %
+4.52%
% of All Funds
4.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
49
Increased
149
Reduced
100
Closed
28
Calls
$50.6M
Puts
$395K
Net Calls
+$50.2M
Net Calls Change
+$5.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$7M +$1.06M +76,862 +19%
Creative Planning
27
Creative Planning
Kansas
$6.92M +$1.38M +100,738 +27%
Pathstone Holdings
28
Pathstone Holdings
New Jersey
$6.91M +$120K +8,717 +2%
RAM
29
Ramirez Asset Management
New York
$6.51M +$192K +14,004 +3%
Jane Street
30
Jane Street
New York
$6.45M +$1.99M +144,901 +48%
Stifel Financial
31
Stifel Financial
Missouri
$6.41M +$5.41K +394 +0.1%
QCM
32
QRG Capital Management
Illinois
$6.27M +$106K +7,735 +2%
EI
33
Ethic Inc
New York
$6.02M +$641K +46,640 +13%
BIMC
34
Benson Investment Management Company
Virginia
$5.94M +$275 +20 +0%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$5.93M -$18.4M -1,341,603 -77%
Mariner
36
Mariner
Kansas
$5.87M +$115K +8,389 +2%
SAM
37
Silvercrest Asset Management
New York
$5.8M +$3.33M +242,300 New
MWM
38
Moran Wealth Management
Florida
$5.2M +$350K +25,503 +8%
Boston Partners
39
Boston Partners
Massachusetts
$5.05M +$2.74M +199,616 +134%
EGA
40
Eagle Global Advisors
Texas
$4.87M
LPL Financial
41
LPL Financial
California
$4.71M +$3.24M +235,934 +265%
First Trust Advisors
42
First Trust Advisors
Illinois
$4.48M +$4.25M +309,458 New
Cerity Partners
43
Cerity Partners
New York
$4.46M -$458K -33,313 -9%
US Bancorp
44
US Bancorp
Minnesota
$4.34M +$105K +7,641 +3%
LG
45
Leuthold Group
Minnesota
$4.33M -$149K -10,815 -3%
GT
46
Greenleaf Trust
Michigan
$4.28M +$1.02K +74 +0%
HighTower Advisors
47
HighTower Advisors
Illinois
$3.74M +$156K +11,363 +5%
AAM
48
Augustine Asset Management
Florida
$3.69M -$25.4K -1,849 -0.7%
PMWMG
49
Parr McKnight Wealth Management Group
Minnesota
$3.51M +$3.33M +242,101 New
Osaic Holdings
50
Osaic Holdings
Arizona
$3.37M +$534K +38,903 +20%

SMFG Hedge Fund Activity: Q4 2024 in Review

347 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2024, worth a combined $1.49B — up 28% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SMFG positions and 28 closed out — a net gain of 21 holders — while 149 added to existing stakes and 100 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $101M. The largest seller was Arrowstreet Capital, cutting an estimated $18.4M.

  • 347 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2024, up from 332 in Q3 2024.
  • Funds reported $1.49B of Sumitomo Mitsui Financial stock for Q4 2024, up 28% quarter-over-quarter.
  • 49 funds opened new Sumitomo Mitsui Financial positions in Q4 2024 and 28 closed out, a net change of +21 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q4 2024 was Morgan Stanley, an estimated $101M added.
  • The largest Sumitomo Mitsui Financial seller in Q4 2024 was Arrowstreet Capital, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2024.