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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

368 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+12
Holders Change %
+3.37%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
54
Increased
152
Reduced
116
Closed
31
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M

Top Buyers

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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$472M
2
Goldman Sachs
Goldman Sachs
New York
$161M
3
UBS Group
UBS Group
Switzerland
$7M
4
SAM
Silvercrest Asset Management
New York
$0
5
BIMC
Benson Investment Management Company
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$8.56M +$7.67M +498,160 +859%
CIBC World Market
27
CIBC World Market
Ontario, Canada
$8.38M -$42.2K -2,795 -0.5%
Westfield Capital Management
28
Westfield Capital Management
Massachusetts
$8.19M +$8.19M +541,882 New
CGH
29
Crossmark Global Holdings
Texas
$8.05M +$511K +33,841 +7%
LPL Financial
30
LPL Financial
California
$8M +$1.27M +84,090 +19%
RAM
31
Ramirez Asset Management
New York
$7.64M +$1.46M +96,473 +24%
MCM
32
Massar Capital Management
Connecticut
$7.56M +$7.56M +500,000 New
Creative Planning
33
Creative Planning
Kansas
$7.49M -$1.15M -75,782 -13%
Pathstone Holdings
34
Pathstone Holdings
New Jersey
$7.14M -$18.3K -1,208 -0.3%
Stifel Financial
35
Stifel Financial
Missouri
$7.12M +$668K +44,194 +10%
UBS Group
36
UBS Group
Switzerland
$7M -$6.55M -433,419 -48%
Cerity Partners
37
Cerity Partners
New York
$6.93M -$140K -9,283 -2%
Tudor Investment Corp
38
Tudor Investment Corp
Connecticut
$6.59M +$6.59M +436,288 New
QCM
39
QRG Capital Management
Illinois
$6.41M -$1.43M -94,537 -18%
Boston Partners
40
Boston Partners
Massachusetts
$6.32M -$46.8K -3,093 -0.7%
Mariner
41
Mariner
Kansas
$5.75M -$265K -17,560 -4%
Massachusetts Financial Services
42
Massachusetts Financial Services
Massachusetts
$5.73M +$1.46M +96,822 +34%
US Bancorp
43
US Bancorp
Minnesota
$5.6M +$132K +8,722 +2%
AQR Capital Management
44
AQR Capital Management
Connecticut
$5.58M +$2.9M +191,738 +108%
EI
45
Ethic Inc
New York
$5.44M -$529K -34,776 -9%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$4.8M -$338K -22,379 -7%
EGA
47
Eagle Global Advisors
Texas
$4.7M – – –
MWM
48
Moran Wealth Management
Florida
$4.69M +$129K +8,511 +3%
CCM
49
Causeway Capital Management
California
$4.56M +$4.56M +301,796 New
SEI Investments
50
SEI Investments
Pennsylvania
$4.44M +$1.6M +105,752 +56%
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