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Sumitomo Mitsui Financial

359 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, 156 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

40,091% more call options, than puts

Call options by funds: $52.2M | Put options by funds: $130K

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

22% more capital invested

Capital invested by funds: $1.49B → $1.81B (+$328M)

3% more funds holding

Funds holding: 348359 (+11)

0.41% more ownership

Funds ownership: 2.61%3.02% (+0.41%)

Holders
359
Holders Change
+11
Holders Change %
+3.16%
% of All Funds
4.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
47
Increased
156
Reduced
103
Closed
30
Calls
$52.2M
Puts
$130K
Net Calls
+$52.1M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$1.94M -$662K -43,546 -26%
LMIM
77
Lockheed Martin Investment Management
Maryland
$1.88M -$83.4K -5,480 -4%
Raymond James Financial
78
Raymond James Financial
Florida
$1.85M +$155K +10,214 +9%
CIBC Asset Management
79
CIBC Asset Management
Ontario, Canada
$1.78M -$593K -38,965 -25%
VA
80
Vident Advisory
Georgia
$1.72M +$303K +19,927 +22%
AFG
81
Atomi Financial Group
New York
$1.7M +$573K +37,641 +52%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$1.64M +$46.7K +3,070 +3%
SGI
83
Summit Global Investments
Utah
$1.61M +$998K +65,641 +170%
Franklin Resources
84
Franklin Resources
California
$1.58M -$5.93M -389,780 -79%
PHS
85
Pekin Hardy Strauss
Illinois
$1.58M +$49.4K +3,250 +3%
BCI
86
Brinker Capital Investments
Pennsylvania
$1.55M -$5.93K -390 -0.4%
OPS
87
Orion Portfolio Solutions
Nebraska
$1.55M -$5.93K -390 -0.4%
Corient Private Wealth
88
Corient Private Wealth
Florida
$1.43M +$36.3K +2,386 +3%
PS
89
Principal Securities
Iowa
$1.39M
SFA
90
Sequoia Financial Advisors
Ohio
$1.37M +$51.3K +3,373 +4%
Russell Investments Group
91
Russell Investments Group
United Kingdom
$1.35M +$343K +22,535 +35%
UCFA
92
United Capital Financial Advisors
Texas
$1.35M +$8.23K +541 +0.6%
TC
93
TownSquare Capital
Utah
$1.33M +$52.1K +3,425 +4%
Jane Street
94
Jane Street
New York
$1.25M -$5.53M -363,738 -82%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$1.22M +$483K +31,786 +68%
DWT
96
Dorsey & Whitney Trust
South Dakota
$1.17M -$12K -792 -1%
Verition Fund Management
97
Verition Fund Management
Connecticut
$1.16M +$891K +58,570 +350%
YCM
98
Yousif Capital Management
Michigan
$1.14M -$414K -27,195 -27%
RWA
99
Redhawk Wealth Advisors
Minnesota
$1.1M +$422K +27,756 +64%
BP
100
Ballentine Partners
Massachusetts
$1.07M +$119K +7,829 +13%

SMFG Hedge Fund Activity: Q1 2025 in Review

359 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2025, worth a combined $1.81B — up 22% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SMFG positions and 30 closed out — a net gain of 17 holders — while 156 added to existing stakes and 103 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $173M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $5.93M sold.

  • 359 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2025, up from 348 in Q4 2024.
  • Funds reported $1.81B of Sumitomo Mitsui Financial stock for Q1 2025, up 22% quarter-over-quarter.
  • 47 funds opened new Sumitomo Mitsui Financial positions in Q1 2025 and 30 closed out, a net change of +17 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2025 was Morgan Stanley, an estimated $173M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2025 was Arrowstreet Capital, an estimated $5.93M sold.

Based on aggregated 13F filings for Q1 2025.