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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

356 hedge funds and large institutions have $1.81B invested in Sumitomo Mitsui Financial in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 157 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+10
Holders Change %
+2.89%
% of All Funds
4.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
47
Increased
157
Reduced
101
Closed
30
Calls
$52.2M
Puts
$130K
Net Calls
+$52.1M
Net Calls Change
+$1.95M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$176M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.4M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$8.33M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$5.25M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$6.03M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.93M
3
Jane Street
Jane Street
New York
-$5.62M
4
LG
Leuthold Group
Minnesota
-$4.33M
5
WA
Whipplewood Advisors
Colorado
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
26
CIBC World Market
Ontario, Canada
$8.62M -$40.6K -2,627 -0.5%
QCM
27
QRG Capital Management
Illinois
$8.02M +$1.33M +86,158 +20%
CGH
28
Crossmark Global Holdings
Texas
$7.71M +$3.15K +204 +0%
Pathstone Holdings
29
Pathstone Holdings
New Jersey
$7.32M -$55.2K -3,570 -0.7%
Cerity Partners
30
Cerity Partners
New York
$7.24M +$2.3M +148,480 +46%
LPL Financial
31
LPL Financial
California
$6.89M +$1.86M +120,362 +37%
Stifel Financial
32
Stifel Financial
Missouri
$6.6M -$233K -15,085 -3%
Boston Partners
33
Boston Partners
Massachusetts
$6.47M +$1.13M +73,299 +21%
RAM
34
Ramirez Asset Management
New York
$6.33M -$612K -39,616 -9%
Mariner
35
Mariner
Kansas
$6.16M -$108K -6,963 -2%
SAM
36
Silvercrest Asset Management
New York
$6.15M – – –
EI
37
Ethic Inc
New York
$5.92M -$346K -22,939 -6%
US Bancorp
38
US Bancorp
Minnesota
$5.59M +$961K +62,170 +21%
BIMC
39
Benson Investment Management Company
Virginia
$5.5M -$843K -54,525 -13%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$5.25M +$5.25M +339,892 New
Calamos Advisors
41
Calamos Advisors
Illinois
$5.14M +$1.86M +120,431 +57%
EGA
42
Eagle Global Advisors
Texas
$4.81M -$387K -25,000 -7%
MWM
43
Moran Wealth Management
Florida
$4.66M -$884K -57,161 -16%
First Trust Advisors
44
First Trust Advisors
Illinois
$4.49M -$299K -19,341 -6%
QCG
45
Quadrant Capital Group
Ohio
$4.4M +$3.3M +213,469 +299%
Massachusetts Financial Services
46
Massachusetts Financial Services
Massachusetts
$4.37M +$2.22M +143,683 +104%
CWP
47
Capital Wealth Planning
Florida
$4.2M +$1.83M +118,336 +77%
AAM
48
Augustine Asset Management
Florida
$4.02M +$79.9K +5,168 +2%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$3.95M +$530K +34,257 +15%
HighTower Advisors
50
HighTower Advisors
Illinois
$3.93M -$56K -3,619 -1%
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