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Sumitomo Mitsui Financial

395 hedge funds and large institutions have $1.89B invested in Sumitomo Mitsui Financial in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 172 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,348% more call options, than puts

Call options by funds: $52.8M | Put options by funds: $321K

97% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 31

67% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 103

7% more funds holding

Funds holding: 370395 (+25)

5% more capital invested

Capital invested by funds: $1.8B → $1.89B (+$92.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.08% less ownership

Funds ownership: 1.84%1.76% (-0.08%)

Holders
395
Holders Change
+25
Holders Change %
+6.76%
% of All Funds
5.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
61
Increased
172
Reduced
103
Closed
31
Calls
$52.8M
Puts
$321K
Net Calls
+$52.5M
Net Calls Change
+$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$6.07M -$2.97M -185,150 -34%
MWM
52
Moran Wealth Management
Florida
$5.36M +$163K +10,186 +3%
EGA
53
Eagle Global Advisors
Texas
$5.11M -$96.1K -6,000 -2%
P
54
&Partners
Tennessee
$5.04M +$696K +43,461 +17%
QCG
55
Quadrant Capital Group
Ohio
$4.68M +$33.6K +2,096 +0.8%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$4.54M -$170K -10,592 -4%
QCM
57
QRG Capital Management
Illinois
$4.44M -$2.54M -158,667 -37%
AAM
58
Augustine Asset Management
Florida
$4.44M -$7.67K -479 -0.2%
HighTower Advisors
59
HighTower Advisors
Illinois
$4.43M +$432K +26,964 +11%
VPIM
60
Vanguard Personalized Indexing Management
California
$4.09M -$113K -7,068 -3%
Raymond James Financial
61
Raymond James Financial
Florida
$3.98M +$1.19M +74,119 +45%
GHAM
62
Gilman Hill Asset Management
Connecticut
$3.72M -$61K -3,810 -2%
A
63
Allianz
Germany
$3.68M
S
64
SignatureFD
Georgia
$3.64M +$34.9K +2,180 +1%
CFO
65
Callan Family Office
Pennsylvania
$3.62M -$418K -26,100 -11%
FFM
66
Forum Financial Management
Illinois
$3.51M
Ameriprise
67
Ameriprise
Minnesota
$3.49M +$108K +6,714 +3%
MCM
68
Massar Capital Management
Connecticut
$3.35M -$4.81M -300,000 -60%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$3.26M +$194K +12,086 +7%
VA
70
Vident Advisory
Georgia
$3.26M +$392K +24,449 +14%
FMI
71
Factory Mutual Insurance
Massachusetts
$3.16M +$3.03M +188,992 New
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$3.1M -$447K -27,896 -13%
BCM
73
BTC Capital Management
Iowa
$3.09M +$303K +18,907 +11%
GT
74
Greenleaf Trust
Michigan
$2.85M -$16 -1 -0%
VT
75
Vise Technologies
New York
$2.63M +$173K +10,811 +7%

SMFG Hedge Fund Activity: Q3 2025 in Review

395 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2025, worth a combined $1.89B — up 5.1% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SMFG positions and 31 closed out — a net gain of 30 holders — while 172 added to existing stakes and 103 trimmed.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $21.9M. The largest seller was Morgan Stanley, cutting an estimated $162M.

  • 395 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2025, up from 370 in Q2 2025.
  • Funds reported $1.89B of Sumitomo Mitsui Financial stock for Q3 2025, up 5.1% quarter-over-quarter.
  • 61 funds opened new Sumitomo Mitsui Financial positions in Q3 2025 and 31 closed out, a net change of +30 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2025 was Toronto Dominion Bank, an estimated $21.9M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2025 was Morgan Stanley, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2025.