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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

365 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 151 increasing their positions, 115 reducing their positions, and 30 closing their positions.

Holders
365
Holders Change
+9
Holders Change %
+2.53%
% of All Funds
4.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
53
Increased
151
Reduced
115
Closed
30
Calls
$25.7M
Puts
$3K
Net Calls
+$25.7M
Net Calls Change
-$26.4M

Top Buyers

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$472M
2
Goldman Sachs
2
Goldman Sachs
New York
$161M
3
UBS Group
3
UBS Group
Switzerland
$7M
4
SAM
4
Silvercrest Asset Management
New York
$0
5
BIMC
5
Benson Investment Management Company
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$2.5M 165,142 +36,504 +28%
Raymond James Financial
77
Raymond James Financial
Florida
$2.48M 163,866 +44,233 +37%
LNWWM
78
Laird Norton Wetherby Wealth Management
California
$2.38M 157,509 +157,509 New
Corient Private Wealth
79
Corient Private Wealth
Florida
$2.37M 156,951 +64,384 +70%
NW
80
Naviter Wealth
Arkansas
$2.28M 151,031 +5,911 +4%
PMWMG
81
Parr McKnight Wealth Management Group
Minnesota
$2.25M 149,210 +2,875 +2%
VT
82
Vise Technologies
New York
$2.21M 146,090 +146,090 New
CWM
83
Calamos Wealth Management
Illinois
$2.1M 138,896 -36,108 -21%
William Blair Investment Management
84
William Blair Investment Management
Illinois
$1.98M 131,226 -70,920 -35%
RWM
85
Ritholtz Wealth Management
New York
$1.92M 127,335 -10,583 -8%
RhumbLine Advisers
86
RhumbLine Advisers
Massachusetts
$1.83M 120,889 -4,466 -4%
Franklin Resources
87
Franklin Resources
California
$1.77M 116,965 +14,477 +14%
CIBC Asset Management
88
CIBC Asset Management
Ontario, Canada
$1.76M 119,643 +1,383 +1%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$1.67M 110,197 +4,036 +4%
PS
90
Principal Securities
Iowa
$1.64M 108,501 +12,325 +13%
BCI
91
Brinker Capital Investments
Pennsylvania
$1.53M 101,046 +551 +0.5%
CCIA
92
Campbell & Co Investment Adviser
Maryland
$1.52M 100,790 +100,790 New
Russell Investments Group
93
Russell Investments Group
United Kingdom
$1.51M 99,889 +12,537 +14%
DWA
94
Dorsey Wright & Associates
California
$1.47M 97,309 -62,053 -39%
CSS
95
Cubist Systematic Strategies
Connecticut
$1.45M 96,208 +96,208 New
PHS
96
Pekin Hardy Strauss
Illinois
$1.42M 93,850 -8,500 -8%
SC
97
Seldon Capital
California
$1.4M 92,885 +92,885 New
SFA
98
Sequoia Financial Advisors
Ohio
$1.37M 90,895 +2,402 +3%
DWM
99
Diversify Wealth Management
Utah
$1.31M 80,550 +12,654 +19%
QT
100
Quantbot Technologies
New York
$1.28M 85,009 +85,009 New
2 3
4
5 6