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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

356 hedge funds and large institutions have $1.81B invested in Sumitomo Mitsui Financial in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 157 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+10
Holders Change %
+2.89%
% of All Funds
4.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
47
Increased
157
Reduced
101
Closed
30
Calls
$52.2M
Puts
$130K
Net Calls
+$52.1M
Net Calls Change
+$1.95M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$176M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.4M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$8.33M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$5.25M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$6.03M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.93M
3
Jane Street
Jane Street
New York
-$5.62M
4
LG
Leuthold Group
Minnesota
-$4.33M
5
WA
Whipplewood Advisors
Colorado
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$1.94M -$673K -43,546 -26%
LMIM
77
Lockheed Martin Investment Management
Maryland
$1.88M -$84.7K -5,480 -4%
Raymond James Financial
78
Raymond James Financial
Florida
$1.85M +$158K +10,214 +9%
CIBC Asset Management
79
CIBC Asset Management
Ontario, Canada
$1.78M -$586K -38,965 -25%
VA
80
Vident Advisory
Georgia
$1.72M +$308K +19,927 +22%
AFG
81
Atomi Financial Group
New York
$1.7M +$582K +37,641 +52%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$1.64M +$47.5K +3,070 +3%
SGI
83
Summit Global Investments
Utah
$1.61M +$1.01M +65,641 +170%
Franklin Resources
84
Franklin Resources
California
$1.58M -$6.03M -389,780 -79%
PHS
85
Pekin Hardy Strauss
Illinois
$1.58M +$50.2K +3,250 +3%
BCI
86
Brinker Capital Investments
Pennsylvania
$1.55M -$6.03K -390 -0.4%
OPS
87
Orion Portfolio Solutions
Nebraska
$1.55M -$6.03K -390 -0.4%
Corient Private Wealth
88
Corient Private Wealth
Florida
$1.43M +$36.9K +2,386 +3%
PS
89
Principal Securities
Iowa
$1.39M – – –
SFA
90
Sequoia Financial Advisors
Ohio
$1.37M +$52.1K +3,373 +4%
Russell Investments Group
91
Russell Investments Group
United Kingdom
$1.35M +$348K +22,535 +35%
UCFA
92
United Capital Financial Advisors
Texas
$1.35M +$8.36K +541 +0.6%
TC
93
TownSquare Capital
Utah
$1.33M +$53K +3,425 +4%
Jane Street
94
Jane Street
New York
$1.25M -$5.62M -363,738 -82%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$1.22M +$491K +31,786 +68%
DWT
96
Dorsey & Whitney Trust
South Dakota
$1.17M -$12.2K -792 -1%
Verition Fund Management
97
Verition Fund Management
Connecticut
$1.16M +$905K +58,570 +350%
YCM
98
Yousif Capital Management
Michigan
$1.14M -$420K -27,195 -27%
RWA
99
Redhawk Wealth Advisors
Minnesota
$1.1M +$429K +27,756 +64%
BP
100
Ballentine Partners
Massachusetts
$1.07M +$121K +7,829 +13%
2 3
4
5 6