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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

368 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+12
Holders Change %
+3.37%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
54
Increased
152
Reduced
116
Closed
31
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M

Top Buyers

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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$472M
2
Goldman Sachs
Goldman Sachs
New York
$161M
3
UBS Group
UBS Group
Switzerland
$7M
4
SAM
Silvercrest Asset Management
New York
$0
5
BIMC
Benson Investment Management Company
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$4.26M +$400K +26,499 +10%
QCG
52
Quadrant Capital Group
Ohio
$4.19M -$113K -7,510 -3%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$4.07M +$4.07M +269,294 New
AAM
54
Augustine Asset Management
Florida
$4.01M +$85.9K +5,683 +2%
First Trust Advisors
55
First Trust Advisors
Illinois
$3.99M -$396K -26,187 -9%
Point72 Asset Management
56
Point72 Asset Management
Connecticut
$3.85M +$3.85M +254,666 New
Federated Hermes
57
Federated Hermes
Pennsylvania
$3.83M +$1.04M +68,764 +37%
P
58
&Partners
Tennessee
$3.8M +$1.4M +93,000 +58%
VPIM
59
Vanguard Personalized Indexing Management
California
$3.8M +$88.5K +5,857 +2%
CFO
60
Callan Family Office
Pennsylvania
$3.66M +$1.69M +111,876 +86%
HighTower Advisors
61
HighTower Advisors
Illinois
$3.59M -$253K -16,721 -7%
GHAM
62
Gilman Hill Asset Management
Connecticut
$3.42M +$63.2K +4,180 +2%
PAS
63
Park Avenue Securities
New York
$3.34M +$396K +26,173 +13%
A
64
Allianz
Germany
$3.32M – – –
S
65
SignatureFD
Georgia
$3.25M -$120K -7,930 -4%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$3.22M -$510K -33,749 -14%
FFM
67
Forum Financial Management
Illinois
$3.17M -$189K -12,533 -6%
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$3.1M +$3.09M +204,800 +75,572%
Ameriprise
69
Ameriprise
Minnesota
$3.05M +$84.9K +5,616 +3%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$2.76M +$80.9K +5,352 +3%
VA
71
Vident Advisory
Georgia
$2.57M +$895K +59,259 +53%
GT
72
Greenleaf Trust
Michigan
$2.57M -$5.38K -356 -0.2%
MAMU
73
Myriad Asset Management US
Florida
$2.56M +$2.56M +169,492 New
Calamos Advisors
74
Calamos Advisors
Illinois
$2.54M -$2.48M -164,075 -49%
BCM
75
BTC Capital Management
Iowa
$2.51M +$106K +7,000 +4%
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3
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