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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

368 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+12
Holders Change %
+3.37%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
54
Increased
152
Reduced
116
Closed
31
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M

Top Buyers

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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$472M
2
Goldman Sachs
Goldman Sachs
New York
$161M
3
UBS Group
UBS Group
Switzerland
$7M
4
SAM
Silvercrest Asset Management
New York
$0
5
BIMC
Benson Investment Management Company
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$2.5M +$552K +36,504 +28%
Raymond James Financial
77
Raymond James Financial
Florida
$2.48M +$668K +44,233 +37%
LNWWM
78
Laird Norton Wetherby Wealth Management
California
$2.38M +$2.38M +157,509 New
Corient Private Wealth
79
Corient Private Wealth
Florida
$2.37M +$973K +64,384 +70%
NW
80
Naviter Wealth
Arkansas
$2.28M +$89.3K +5,911 +4%
PMWMG
81
Parr McKnight Wealth Management Group
Minnesota
$2.25M +$43.4K +2,875 +2%
VT
82
Vise Technologies
New York
$2.21M +$2.21M +146,090 New
CWM
83
Calamos Wealth Management
Illinois
$2.1M -$546K -36,108 -21%
William Blair Investment Management
84
William Blair Investment Management
Illinois
$1.98M -$1.07M -70,920 -35%
RWM
85
Ritholtz Wealth Management
New York
$1.92M -$160K -10,583 -8%
RhumbLine Advisers
86
RhumbLine Advisers
Massachusetts
$1.83M -$67.5K -4,466 -4%
Franklin Resources
87
Franklin Resources
California
$1.77M +$219K +14,477 +14%
CIBC Asset Management
88
CIBC Asset Management
Ontario, Canada
$1.76M +$20.4K +1,383 +1%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$1.67M +$61K +4,036 +4%
PS
90
Principal Securities
Iowa
$1.64M +$186K +12,325 +13%
BCI
91
Brinker Capital Investments
Pennsylvania
$1.53M +$8.33K +551 +0.5%
CCIA
92
Campbell & Co Investment Adviser
Maryland
$1.52M +$1.52M +100,790 New
Russell Investments Group
93
Russell Investments Group
United Kingdom
$1.51M +$189K +12,537 +14%
DWA
94
Dorsey Wright & Associates
California
$1.47M -$937K -62,053 -39%
CSS
95
Cubist Systematic Strategies
Connecticut
$1.45M +$1.45M +96,208 New
PHS
96
Pekin Hardy Strauss
Illinois
$1.42M -$128K -8,500 -8%
SC
97
Seldon Capital
California
$1.4M +$1.4M +92,885 New
SFA
98
Sequoia Financial Advisors
Ohio
$1.37M +$36.3K +2,402 +3%
DWM
99
Diversify Wealth Management
Utah
$1.31M +$206K +12,654 +19%
QT
100
Quantbot Technologies
New York
$1.28M +$1.28M +85,009 New
2 3
4
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