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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

356 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, 157 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+10
Holders Change %
+2.89%
% of All Funds
4.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
47
Increased
157
Reduced
101
Closed
30
Calls
$52.2M
Puts
$130K
Net Calls
+$52.1M
Net Calls Change
+$1.95M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$176M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.4M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$8.33M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$5.25M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$6.03M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.93M
3
Jane Street
Jane Street
New York
-$5.62M
4
LG
Leuthold Group
Minnesota
-$4.33M
5
WA
Whipplewood Advisors
Colorado
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$3.81M +$946K +61,173 +33%
VPIM
52
Vanguard Personalized Indexing Management
California
$3.79M +$315K +20,386 +9%
S
53
SignatureFD
Georgia
$3.45M +$33.8K +2,184 +1%
FFM
54
Forum Financial Management
Illinois
$3.43M – – –
GHAM
55
Gilman Hill Asset Management
Connecticut
$3.43M +$209K +13,500 +6%
A
56
Allianz
Germany
$3.4M +$3.4M +220,000 New
William Blair Investment Management
57
William Blair Investment Management
Illinois
$3.13M -$356K -23,049 -10%
Ameriprise
58
Ameriprise
Minnesota
$3.03M +$13.6K +884 +0.5%
PAS
59
Park Avenue Securities
New York
$3.01M +$75.5K +4,882 +3%
SEI Investments
60
SEI Investments
Pennsylvania
$2.91M +$380K +24,548 +15%
Federated Hermes
61
Federated Hermes
Pennsylvania
$2.86M +$48.5K +3,139 +2%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$2.74M -$13.2K -851 -0.5%
AQR Capital Management
63
AQR Capital Management
Connecticut
$2.74M +$565K +36,522 +26%
CWM
64
Calamos Wealth Management
Illinois
$2.71M +$2.71M +175,004 New
GT
65
Greenleaf Trust
Michigan
$2.64M -$1.93M -125,083 -42%
P
66
&Partners
Tennessee
$2.57M +$380K +23,711 +17%
DWA
67
Dorsey Wright & Associates
California
$2.46M -$292K -18,883 -11%
BCM
68
BTC Capital Management
Iowa
$2.46M +$98.4K +6,364 +4%
CG
69
Caprock Group
Idaho
$2.39M +$373K +24,133 +18%
NW
70
Naviter Wealth
Arkansas
$2.29M +$36.3K +2,304 +2%
PMWMG
71
Parr McKnight Wealth Management Group
Minnesota
$2.26M -$1.48M -95,766 -40%
Citadel Advisors
72
Citadel Advisors
Florida
$2.2M +$2.2M +142,384 New
RWM
73
Ritholtz Wealth Management
New York
$2.13M -$277K -17,925 -12%
CFO
74
Callan Family Office
Pennsylvania
$2.01M -$90.1K -5,827 -4%
MML Investors Services
75
MML Investors Services
Massachusetts
$1.99M +$689K +44,536 +53%
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