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Sumitomo Mitsui Financial

371 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,571% more call options, than puts

Call options by funds: $49.2M | Put options by funds: $642K

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

27% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 118

3% more funds holding

Funds holding: 359371 (+12)

1% less capital invested

Capital invested by funds: $1.81B → $1.8B (-$11M)

1.18% less ownership

Funds ownership: 3.02%1.84% (-1.2%)

Holders
371
Holders Change
+12
Holders Change %
+3.34%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
150
Reduced
118
Closed
34
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$4.26M +$381K +26,499 +10%
QCG
52
Quadrant Capital Group
Ohio
$4.19M -$108K -7,510 -3%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$4.07M +$3.87M +269,294 New
AAM
54
Augustine Asset Management
Florida
$4.01M +$81.7K +5,683 +2%
First Trust Advisors
55
First Trust Advisors
Illinois
$3.99M -$377K -26,187 -9%
Point72 Asset Management
56
Point72 Asset Management
Connecticut
$3.85M +$3.66M +254,666 New
Federated Hermes
57
Federated Hermes
Pennsylvania
$3.83M +$989K +68,764 +37%
P
58
&Partners
Tennessee
$3.8M +$1.34M +93,000 +58%
VPIM
59
Vanguard Personalized Indexing Management
California
$3.8M +$84.2K +5,857 +2%
CFO
60
Callan Family Office
Pennsylvania
$3.66M +$1.61M +111,876 +86%
HighTower Advisors
61
HighTower Advisors
Illinois
$3.59M -$240K -16,721 -7%
GHAM
62
Gilman Hill Asset Management
Connecticut
$3.42M +$60.1K +4,180 +2%
PAS
63
Park Avenue Securities
New York
$3.34M +$376K +26,173 +13%
A
64
Allianz
Germany
$3.32M
S
65
SignatureFD
Georgia
$3.25M -$114K -7,930 -4%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$3.22M -$485K -33,749 -14%
FFM
67
Forum Financial Management
Illinois
$3.17M -$180K -12,533 -6%
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$3.1M +$2.94M +204,800 +75,572%
Ameriprise
69
Ameriprise
Minnesota
$3.05M +$80.8K +5,616 +3%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$2.76M +$77K +5,352 +3%
VA
71
Vident Advisory
Georgia
$2.57M +$852K +59,259 +53%
GT
72
Greenleaf Trust
Michigan
$2.57M -$5.12K -356 -0.2%
MAMU
73
Myriad Asset Management US
Florida
$2.56M +$2.44M +169,492 New
Calamos Advisors
74
Calamos Advisors
Illinois
$2.54M -$2.36M -164,075 -49%
BCM
75
BTC Capital Management
Iowa
$2.51M +$101K +7,000 +4%

SMFG Hedge Fund Activity: Q2 2025 in Review

371 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2025, worth a combined $1.8B — down 0.61% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SMFG positions and 34 closed out — a net gain of 21 holders — while 150 added to existing stakes and 118 trimmed.

The largest buyer was Millennium Management, adding an estimated $13.5M. The largest seller was Morgan Stanley, cutting an estimated $55.1M.

  • 371 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2025, up from 359 in Q1 2025.
  • Funds reported $1.8B of Sumitomo Mitsui Financial stock for Q2 2025, down 0.61% quarter-over-quarter.
  • 55 funds opened new Sumitomo Mitsui Financial positions in Q2 2025 and 34 closed out, a net change of +21 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2025 was Millennium Management, an estimated $13.5M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2025 was Morgan Stanley, an estimated $55.1M sold.

Based on aggregated 13F filings for Q2 2025.