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Sumitomo Mitsui Financial

422 hedge funds and large institutions have $2.24B invested in Sumitomo Mitsui Financial in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 192 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 91

97% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 38

18% more capital invested

Capital invested by funds: $1.89B → $2.24B (+$347M)

7% more funds holding

Funds holding: 395422 (+27)

0.04% more ownership

Funds ownership: 1.76%1.8% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
422
Holders Change
+27
Holders Change %
+6.84%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
75
Increased
192
Reduced
91
Closed
38
Calls
$60.4M
Puts
Net Calls
+$60.4M
Net Calls Change
+$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$6.22M -$1.08M -62,150 -16%
MCM
52
Massar Capital Management
Connecticut
$6.19M +$2.08M +120,000 +60%
EGA
53
Eagle Global Advisors
Texas
$5.78M -$104K -6,000 -2%
QCG
54
Quadrant Capital Group
Ohio
$5.41M +$8.89K +513 +0.2%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$5.38M +$116K +6,700 +2%
HighTower Advisors
56
HighTower Advisors
Illinois
$5.3M +$169K +9,775 +4%
QCM
57
QRG Capital Management
Illinois
$5.25M +$109K +6,266 +2%
AAM
58
Augustine Asset Management
Florida
$5.1M -$24.2K -1,395 -0.5%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$5.04M -$8.77M -506,176 -66%
CFO
60
Callan Family Office
Pennsylvania
$4.85M +$601K +34,694 +16%
LNWTC
61
Laird Norton Wetherby Trust Company
Washington
$4.53M +$4.06M +234,111 New
VPIM
62
Vanguard Personalized Indexing Management
California
$4.41M -$281K -16,188 -7%
S
63
SignatureFD
Georgia
$4.27M +$57.7K +3,329 +2%
A
64
Allianz
Germany
$4.25M
GHAM
65
Gilman Hill Asset Management
Connecticut
$4.16M -$127K -7,333 -3%
FFM
66
Forum Financial Management
Illinois
$4.05M
VT
67
Vise Technologies
New York
$4.03M +$898K +51,806 +33%
Ameriprise
68
Ameriprise
Minnesota
$3.99M -$35.4K -2,043 -1%
Corient Private Wealth
69
Corient Private Wealth
Florida
$3.69M +$1.69M +97,282 +104%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$3.69M -$71.7K -4,136 -2%
FMI
71
Factory Mutual Insurance
Massachusetts
$3.65M
VA
72
Vident Advisory
Georgia
$3.64M -$117K -6,776 -3%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$3.56M -$12K -690 -0.4%
Tudor Investment Corp
74
Tudor Investment Corp
Connecticut
$3.34M -$13.1M -754,321 -81%
GT
75
Greenleaf Trust
Michigan
$3.28M -$7.16K -413 -0.2%