We are live on ! Find out more
SMFG icon

Sumitomo Mitsui Financial

371 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,571% more call options, than puts

Call options by funds: $49.2M | Put options by funds: $642K

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

27% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 118

3% more funds holding

Funds holding: 359371 (+12)

1% less capital invested

Capital invested by funds: $1.81B → $1.8B (-$11M)

1.18% less ownership

Funds ownership: 3.02%1.84% (-1.2%)

Holders
371
Holders Change
+12
Holders Change %
+3.34%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
150
Reduced
118
Closed
34
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$8.46M +$7.05M +490,506 +846%
CIBC World Market
27
CIBC World Market
Ontario, Canada
$8.38M -$40.2K -2,795 -0.5%
Westfield Capital Management
28
Westfield Capital Management
Massachusetts
$8.19M +$7.79M +541,882 New
CGH
29
Crossmark Global Holdings
Texas
$8.05M +$487K +33,841 +7%
LPL Financial
30
LPL Financial
California
$8M +$1.21M +84,090 +19%
RAM
31
Ramirez Asset Management
New York
$7.64M +$1.39M +96,473 +24%
MCM
32
Massar Capital Management
Connecticut
$7.55M +$7.19M +500,000 New
Creative Planning
33
Creative Planning
Kansas
$7.49M -$1.09M -75,782 -13%
Pathstone Holdings
34
Pathstone Holdings
New Jersey
$7.14M -$17.4K -1,208 -0.3%
Stifel Financial
35
Stifel Financial
Missouri
$7.12M +$635K +44,194 +10%
UBS Group
36
UBS Group
Switzerland
$7M -$6.23M -433,419 -48%
Cerity Partners
37
Cerity Partners
New York
$6.93M -$133K -9,283 -2%
Tudor Investment Corp
38
Tudor Investment Corp
Connecticut
$6.59M +$6.27M +436,288 New
QCM
39
QRG Capital Management
Illinois
$6.41M -$1.36M -94,537 -18%
Boston Partners
40
Boston Partners
Massachusetts
$6.32M -$44.5K -3,093 -0.7%
Mariner
41
Mariner
Kansas
$5.75M -$253K -17,560 -4%
Massachusetts Financial Services
42
Massachusetts Financial Services
Massachusetts
$5.73M +$1.39M +96,822 +34%
US Bancorp
43
US Bancorp
Minnesota
$5.6M +$125K +8,722 +2%
AQR Capital Management
44
AQR Capital Management
Connecticut
$5.58M +$2.76M +191,738 +108%
EI
45
Ethic Inc
New York
$5.44M -$500K -34,776 -9%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$4.8M -$322K -22,379 -7%
EGA
47
Eagle Global Advisors
Texas
$4.7M
MWM
48
Moran Wealth Management
Florida
$4.69M +$122K +8,511 +3%
CCM
49
Causeway Capital Management
California
$4.56M +$4.34M +301,796 New
SEI Investments
50
SEI Investments
Pennsylvania
$4.44M +$1.52M +105,752 +56%

SMFG Hedge Fund Activity: Q2 2025 in Review

371 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2025, worth a combined $1.8B — down 0.61% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SMFG positions and 34 closed out — a net gain of 21 holders — while 150 added to existing stakes and 118 trimmed.

The largest buyer was Millennium Management, adding an estimated $13.5M. The largest seller was Morgan Stanley, cutting an estimated $55.1M.

  • 371 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2025, up from 359 in Q1 2025.
  • Funds reported $1.8B of Sumitomo Mitsui Financial stock for Q2 2025, down 0.61% quarter-over-quarter.
  • 55 funds opened new Sumitomo Mitsui Financial positions in Q2 2025 and 34 closed out, a net change of +21 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2025 was Millennium Management, an estimated $13.5M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2025 was Morgan Stanley, an estimated $55.1M sold.

Based on aggregated 13F filings for Q2 2025.