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Sumitomo Mitsui Financial

395 hedge funds and large institutions have $1.89B invested in Sumitomo Mitsui Financial in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 172 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,348% more call options, than puts

Call options by funds: $52.8M | Put options by funds: $321K

97% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 31

67% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 103

7% more funds holding

Funds holding: 370395 (+25)

5% more capital invested

Capital invested by funds: $1.8B → $1.89B (+$92.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.08% less ownership

Funds ownership: 1.84%1.76% (-0.08%)

Holders
395
Holders Change
+25
Holders Change %
+6.76%
% of All Funds
5.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
61
Increased
172
Reduced
103
Closed
31
Calls
$52.8M
Puts
$321K
Net Calls
+$52.5M
Net Calls Change
+$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
26
Natixis Advisors
Massachusetts
$11.8M -$7.97M -497,377 -41%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$11.5M +$771K +48,126 +8%
RAM
28
Ramirez Asset Management
New York
$11.5M +$2.89M +180,399 +36%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$10.9M +$5.36M +334,354 +105%
Massachusetts Financial Services
30
Massachusetts Financial Services
Massachusetts
$10.8M +$4.23M +264,258 +70%
OSAM
31
O'Shaughnessy Asset Management
Connecticut
$10.6M +$480K +29,981 +5%
Allspring Global Investments
32
Allspring Global Investments
North Carolina
$10.3M -$359K -22,426 -3%
Creative Planning
33
Creative Planning
Kansas
$9.39M +$1.05M +65,453 +13%
Pathstone Holdings
34
Pathstone Holdings
New Jersey
$9M +$1.05M +65,588 +14%
JP Morgan Chase
35
JP Morgan Chase
New York
$9M -$10.5M -653,123 -55%
CGH
36
Crossmark Global Holdings
Texas
$8.91M +$352 +22 +0%
AQR Capital Management
37
AQR Capital Management
Connecticut
$8.71M +$2.43M +151,533 +41%
Boston Partners
38
Boston Partners
Massachusetts
$8.66M +$1.6M +99,623 +24%
Stifel Financial
39
Stifel Financial
Missouri
$7.86M -$30K -1,872 -0.4%
Westfield Capital Management
40
Westfield Capital Management
Massachusetts
$7.69M -$1.32M -82,415 -15%
CIBC World Market
41
CIBC World Market
Ontario, Canada
$7.61M -$1.61M -100,225 -18%
Cerity Partners
42
Cerity Partners
New York
$7.55M -$123K -7,662 -2%
CSS
43
Cubist Systematic Strategies
Connecticut
$7.47M +$5.61M +349,946 +364%
Federated Hermes
44
Federated Hermes
Pennsylvania
$7.1M +$2.74M +170,789 +67%
Mariner
45
Mariner
Kansas
$6.73M +$345K +21,512 +6%
US Bancorp
46
US Bancorp
Minnesota
$6.42M +$215K +13,423 +4%
EI
47
Ethic Inc
New York
$6.31M +$306K +19,072 +5%
UBS Group
48
UBS Group
Switzerland
$6.22M -$1.47M -91,641 -20%
LPL Financial
49
LPL Financial
California
$6.17M -$2.58M -160,980 -30%
SEI Investments
50
SEI Investments
Pennsylvania
$6.08M +$1.11M +69,578 +24%

SMFG Hedge Fund Activity: Q3 2025 in Review

395 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2025, worth a combined $1.89B — up 5.1% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SMFG positions and 31 closed out — a net gain of 30 holders — while 172 added to existing stakes and 103 trimmed.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $21.9M. The largest seller was Morgan Stanley, cutting an estimated $162M.

  • 395 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2025, up from 370 in Q2 2025.
  • Funds reported $1.89B of Sumitomo Mitsui Financial stock for Q3 2025, up 5.1% quarter-over-quarter.
  • 61 funds opened new Sumitomo Mitsui Financial positions in Q3 2025 and 31 closed out, a net change of +30 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2025 was Toronto Dominion Bank, an estimated $21.9M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2025 was Morgan Stanley, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2025.