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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

365 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 151 increasing their positions, 115 reducing their positions, and 30 closing their positions.

Holders
365
Holders Change
+9
Holders Change %
+2.53%
% of All Funds
4.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
53
Increased
151
Reduced
115
Closed
30
Calls
$25.7M
Puts
$3K
Net Calls
+$25.7M
Net Calls Change
-$26.4M

Top Buyers

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$472M
2
Goldman Sachs
2
Goldman Sachs
New York
$161M
3
UBS Group
3
UBS Group
Switzerland
$7M
4
SAM
4
Silvercrest Asset Management
New York
$0
5
BIMC
5
Benson Investment Management Company
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$4.26M 282,078 +26,499 +10%
QCG
52
Quadrant Capital Group
Ohio
$4.19M 277,252 -7,510 -3%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$4.07M 269,294 +269,294 New
AAM
54
Augustine Asset Management
Florida
$4.01M 265,547 +5,683 +2%
First Trust Advisors
55
First Trust Advisors
Illinois
$3.99M 263,930 -26,187 -9%
Point72 Asset Management
56
Point72 Asset Management
Connecticut
$3.85M 254,666 +254,666 New
Federated Hermes
57
Federated Hermes
Pennsylvania
$3.83M 253,494 +68,764 +37%
P
58
&Partners
Tennessee
$3.8M 252,955 +93,000 +58%
VPIM
59
Vanguard Personalized Indexing Management
California
$3.8M 251,199 +5,857 +2%
CFO
60
Callan Family Office
Pennsylvania
$3.66M 242,112 +111,876 +86%
HighTower Advisors
61
HighTower Advisors
Illinois
$3.59M 237,619 -16,721 -7%
GHAM
62
Gilman Hill Asset Management
Connecticut
$3.42M 226,274 +4,180 +2%
PAS
63
Park Avenue Securities
New York
$3.34M 221,149 +26,173 +13%
A
64
Allianz
Germany
$3.32M 220,000 – –
S
65
SignatureFD
Georgia
$3.25M 215,418 -7,930 -4%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$3.22M 212,842 -33,749 -14%
FFM
67
Forum Financial Management
Illinois
$3.17M 209,587 -12,533 -6%
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$3.1M 205,071 +204,800 +75,572%
Ameriprise
69
Ameriprise
Minnesota
$3.05M 201,936 +5,616 +3%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$2.76M 182,905 +5,352 +3%
VA
71
Vident Advisory
Georgia
$2.57M 170,397 +59,259 +53%
GT
72
Greenleaf Trust
Michigan
$2.57M 170,092 -356 -0.2%
MAMU
73
Myriad Asset Management US
Florida
$2.56M 169,492 +169,492 New
Calamos Advisors
74
Calamos Advisors
Illinois
$2.54M 168,076 -164,075 -49%
BCM
75
BTC Capital Management
Iowa
$2.51M 166,010 +7,000 +4%
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3
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