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Sumitomo Mitsui Financial

422 hedge funds and large institutions have $2.24B invested in Sumitomo Mitsui Financial in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 192 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 91

97% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 38

18% more capital invested

Capital invested by funds: $1.89B → $2.24B (+$347M)

7% more funds holding

Funds holding: 395422 (+27)

0.04% more ownership

Funds ownership: 1.76%1.8% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
422
Holders Change
+27
Holders Change %
+6.84%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
75
Increased
192
Reduced
91
Closed
38
Calls
$60.4M
Puts
Net Calls
+$60.4M
Net Calls Change
+$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$13.4M +$1.08M +62,107 +10%
Creative Planning
27
Creative Planning
Kansas
$12.8M +$1.76M +101,604 +18%
AQR Capital Management
28
AQR Capital Management
Connecticut
$12.5M +$2.15M +124,237 +24%
Allspring Global Investments
29
Allspring Global Investments
North Carolina
$11.9M -$292K -16,873 -3%
Natixis Advisors
30
Natixis Advisors
Massachusetts
$11.7M -$1.74M -100,341 -14%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$11.6M -$1.94M -111,969 -16%
Pathstone Holdings
32
Pathstone Holdings
New Jersey
$11.3M +$806K +46,491 +9%
Federated Hermes
33
Federated Hermes
Pennsylvania
$10.5M +$2.07M +119,702 +28%
Stifel Financial
34
Stifel Financial
Missouri
$10.3M +$1.1M +63,432 +14%
Voloridge Investment Management
35
Voloridge Investment Management
Florida
$10.2M -$5.34M -307,910 -37%
Boston Partners
36
Boston Partners
Massachusetts
$9.38M -$597K -34,452 -7%
CGH
37
Crossmark Global Holdings
Texas
$8.95M -$1.21M -69,557 -13%
CIBC World Market
38
CIBC World Market
Ontario, Canada
$8.83M +$35.9K +2,073 +0.5%
Westfield Capital Management
39
Westfield Capital Management
Massachusetts
$8.77M -$100K -5,786 -1%
Cerity Partners
40
Cerity Partners
New York
$8.29M -$384K -22,164 -5%
LPL Financial
41
LPL Financial
California
$8.24M +$1M +57,883 +16%
Citadel Advisors
42
Citadel Advisors
Florida
$8.23M +$6.52M +376,331 +762%
SEI Investments
43
SEI Investments
Pennsylvania
$8.1M +$969K +55,891 +15%
Point72 Asset Management
44
Point72 Asset Management
Connecticut
$7.93M +$5.31M +306,166 +294%
Mariner
45
Mariner
Kansas
$7.92M +$134K +7,710 +2%
EI
46
Ethic Inc
New York
$7.44M +$140K +8,054 +2%
MWM
47
Moran Wealth Management
Florida
$7.34M +$1.03M +59,296 +19%
P
48
&Partners
Tennessee
$6.8M +$957K +55,190 +19%
Toronto Dominion Bank
49
Toronto Dominion Bank
Ontario, Canada
$6.61M -$17.8M -1,028,165 -75%
Raymond James Financial
50
Raymond James Financial
Florida
$6.39M +$1.6M +92,532 +39%