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Sumitomo Mitsui Financial

347 hedge funds and large institutions have $1.49B invested in Sumitomo Mitsui Financial in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 149 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,702% more call options, than puts

Call options by funds: $50.6M | Put options by funds: $395K

75% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 28

49% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 100

28% more capital invested

Capital invested by funds: $1.16B → $1.49B (+$327M)

5% more funds holding

Funds holding: 332347 (+15)

4.54% less ownership

Funds ownership: 7.15%2.61% (-4.5%)

Holders
347
Holders Change
+15
Holders Change %
+4.52%
% of All Funds
4.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
49
Increased
149
Reduced
100
Closed
28
Calls
$50.6M
Puts
$395K
Net Calls
+$50.2M
Net Calls Change
+$5.56M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
76
Callan Family Office
Pennsylvania
$1.97M +$1.87M +136,063 New
CG
77
Caprock Group
Idaho
$1.89M +$26.5K +1,927 +1%
LMIM
78
Lockheed Martin Investment Management
Maryland
$1.84M
VT
79
Vise Technologies
New York
$1.74M +$696K +50,650 +73%
Raymond James Financial
80
Raymond James Financial
Florida
$1.59M +$1.5M +109,419 New
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$1.49M -$51.4K -3,739 -3%
YCM
82
Yousif Capital Management
Michigan
$1.46M
BCI
83
Brinker Capital Investments
Pennsylvania
$1.46M +$164K +11,952 +13%
OPS
84
Orion Portfolio Solutions
Nebraska
$1.46M +$164K +11,952 +13%
PHS
85
Pekin Hardy Strauss
Illinois
$1.44M -$20.6K -1,500 -1%
PS
86
Principal Securities
Iowa
$1.39M +$224K +16,316 +20%
Millennium Management
87
Millennium Management
New York
$1.37M +$1.06M +77,507 +461%
VA
88
Vident Advisory
Georgia
$1.32M -$73.4K -5,342 -6%
Corient Private Wealth
89
Corient Private Wealth
Florida
$1.31M -$28K -2,039 -2%
UCFA
90
United Capital Financial Advisors
Texas
$1.26M +$13.7K +1,000 +1%
SFA
91
Sequoia Financial Advisors
Ohio
$1.23M +$28.4K +2,069 +2%
MML Investors Services
92
MML Investors Services
Massachusetts
$1.22M +$220K +16,030 +24%
TC
93
TownSquare Capital
Utah
$1.2M +$48.5K +3,531 +4%
DWT
94
Dorsey & Whitney Trust
South Dakota
$1.1M +$3.79K +276 +0.4%
JIC
95
Johnson Investment Counsel
Ohio
$1.08M
AFG
96
Atomi Financial Group
New York
$1.04M +$123K +8,920 +14%
QCG
97
Quadrant Capital Group
Ohio
$1.03M -$16.5K -1,204 -2%
ECM
98
Evergreen Capital Management
Washington
$1M +$173K +12,615 +22%
IRC
99
Investors Research Corp
Georgia
$998K -$9.27K -675 -1%
ACM
100
Aquatic Capital Management
Illinois
$953K -$58.5K -4,256 -6%

SMFG Hedge Fund Activity: Q4 2024 in Review

347 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2024, worth a combined $1.49B — up 28% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SMFG positions and 28 closed out — a net gain of 21 holders — while 149 added to existing stakes and 100 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $101M. The largest seller was Arrowstreet Capital, cutting an estimated $18.4M.

  • 347 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2024, up from 332 in Q3 2024.
  • Funds reported $1.49B of Sumitomo Mitsui Financial stock for Q4 2024, up 28% quarter-over-quarter.
  • 49 funds opened new Sumitomo Mitsui Financial positions in Q4 2024 and 28 closed out, a net change of +21 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q4 2024 was Morgan Stanley, an estimated $101M added.
  • The largest Sumitomo Mitsui Financial seller in Q4 2024 was Arrowstreet Capital, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2024.