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Sumitomo Mitsui Financial

359 hedge funds and large institutions have $1.81B invested in Sumitomo Mitsui Financial in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

40,091% more call options, than puts

Call options by funds: $52.2M | Put options by funds: $130K

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

22% more capital invested

Capital invested by funds: $1.49B → $1.81B (+$328M)

3% more funds holding

Funds holding: 348359 (+11)

0.41% more ownership

Funds ownership: 2.61%3.02% (+0.41%)

Holders
359
Holders Change
+11
Holders Change %
+3.16%
% of All Funds
4.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
47
Increased
156
Reduced
103
Closed
30
Calls
$52.2M
Puts
$130K
Net Calls
+$52.1M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$3.81M +$931K +61,173 +33%
VPIM
52
Vanguard Personalized Indexing Management
California
$3.79M +$310K +20,386 +9%
S
53
SignatureFD
Georgia
$3.45M +$33.2K +2,184 +1%
FFM
54
Forum Financial Management
Illinois
$3.43M
GHAM
55
Gilman Hill Asset Management
Connecticut
$3.43M +$205K +13,500 +6%
A
56
Allianz
Germany
$3.4M +$3.35M +220,000 New
William Blair Investment Management
57
William Blair Investment Management
Illinois
$3.13M -$351K -23,049 -10%
Ameriprise
58
Ameriprise
Minnesota
$3.03M +$13.4K +884 +0.5%
PAS
59
Park Avenue Securities
New York
$3.01M +$74.3K +4,882 +3%
SEI Investments
60
SEI Investments
Pennsylvania
$2.91M +$373K +24,548 +15%
Federated Hermes
61
Federated Hermes
Pennsylvania
$2.86M +$47.7K +3,139 +2%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$2.74M -$12.9K -851 -0.5%
AQR Capital Management
63
AQR Capital Management
Connecticut
$2.74M +$556K +36,522 +26%
CWM
64
Calamos Wealth Management
Illinois
$2.71M +$2.66M +175,004 New
GT
65
Greenleaf Trust
Michigan
$2.64M -$1.9M -125,083 -42%
P
66
&Partners
Tennessee
$2.57M +$361K +23,711 +17%
DWA
67
Dorsey Wright & Associates
California
$2.46M -$287K -18,883 -11%
BCM
68
BTC Capital Management
Iowa
$2.46M +$96.8K +6,364 +4%
CG
69
Caprock Group
Idaho
$2.39M +$367K +24,133 +18%
NW
70
Naviter Wealth
Arkansas
$2.29M +$35K +2,304 +2%
PMWMG
71
Parr McKnight Wealth Management Group
Minnesota
$2.26M -$1.46M -95,766 -40%
Citadel Advisors
72
Citadel Advisors
Florida
$2.2M +$2.17M +142,384 New
RWM
73
Ritholtz Wealth Management
New York
$2.13M -$273K -17,925 -12%
CFO
74
Callan Family Office
Pennsylvania
$2.01M -$88.6K -5,827 -4%
MML Investors Services
75
MML Investors Services
Massachusetts
$1.99M +$677K +44,536 +53%

SMFG Hedge Fund Activity: Q1 2025 in Review

359 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2025, worth a combined $1.81B — up 22% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SMFG positions and 30 closed out — a net gain of 17 holders — while 156 added to existing stakes and 103 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $173M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $5.93M sold.

  • 359 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2025, up from 348 in Q4 2024.
  • Funds reported $1.81B of Sumitomo Mitsui Financial stock for Q1 2025, up 22% quarter-over-quarter.
  • 47 funds opened new Sumitomo Mitsui Financial positions in Q1 2025 and 30 closed out, a net change of +17 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2025 was Morgan Stanley, an estimated $173M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2025 was Arrowstreet Capital, an estimated $5.93M sold.

Based on aggregated 13F filings for Q1 2025.