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Sumitomo Mitsui Financial

371 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,571% more call options, than puts

Call options by funds: $49.2M | Put options by funds: $642K

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

27% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 118

3% more funds holding

Funds holding: 359371 (+12)

1% less capital invested

Capital invested by funds: $1.81B → $1.8B (-$11M)

1.18% less ownership

Funds ownership: 3.02%1.84% (-1.2%)

Holders
371
Holders Change
+12
Holders Change %
+3.34%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
150
Reduced
118
Closed
34
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$2.5M +$525K +36,504 +28%
Raymond James Financial
77
Raymond James Financial
Florida
$2.48M +$636K +44,233 +37%
LNWWM
78
Laird Norton Wetherby Wealth Management
California
$2.38M +$2.26M +157,509 New
NW
79
Naviter Wealth
Arkansas
$2.28M +$85K +5,911 +4%
PMWMG
80
Parr McKnight Wealth Management Group
Minnesota
$2.25M +$41.3K +2,875 +2%
VT
81
Vise Technologies
New York
$2.21M +$2.1M +146,090 New
CWM
82
Calamos Wealth Management
Illinois
$2.1M -$519K -36,108 -21%
William Blair Investment Management
83
William Blair Investment Management
Illinois
$1.98M -$1.02M -70,920 -35%
RWM
84
Ritholtz Wealth Management
New York
$1.92M -$152K -10,583 -8%
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$1.83M -$64.2K -4,466 -4%
Franklin Resources
86
Franklin Resources
California
$1.77M +$208K +14,477 +14%
CIBC Asset Management
87
CIBC Asset Management
Ontario, Canada
$1.76M +$19.9K +1,383 +1%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$1.67M +$58K +4,036 +4%
PS
89
Principal Securities
Iowa
$1.64M +$177K +12,325 +13%
BCI
90
Brinker Capital Investments
Pennsylvania
$1.53M +$7.92K +551 +0.5%
CCIA
91
Campbell & Co Investment Adviser
Maryland
$1.52M +$1.45M +100,790 New
Russell Investments Group
92
Russell Investments Group
United Kingdom
$1.51M +$180K +12,537 +14%
DWA
93
Dorsey Wright & Associates
California
$1.47M -$892K -62,053 -39%
CSS
94
Cubist Systematic Strategies
Connecticut
$1.45M +$1.38M +96,208 New
PHS
95
Pekin Hardy Strauss
Illinois
$1.42M -$122K -8,500 -8%
SC
96
Seldon Capital
California
$1.4M +$1.34M +92,885 New
SFA
97
Sequoia Financial Advisors
Ohio
$1.37M +$34.5K +2,402 +3%
Corient Private Wealth
98
Corient Private Wealth
Florida
$1.37M -$27.9K -1,940 -2%
DWM
99
Diversify Wealth Management
Utah
$1.31M +$182K +12,654 +19%
QT
100
Quantbot Technologies
New York
$1.28M +$1.22M +85,009 New

SMFG Hedge Fund Activity: Q2 2025 in Review

371 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2025, worth a combined $1.8B — down 0.61% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SMFG positions and 34 closed out — a net gain of 21 holders — while 150 added to existing stakes and 118 trimmed.

The largest buyer was Millennium Management, adding an estimated $13.5M. The largest seller was Morgan Stanley, cutting an estimated $55.1M.

  • 371 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2025, up from 359 in Q1 2025.
  • Funds reported $1.8B of Sumitomo Mitsui Financial stock for Q2 2025, down 0.61% quarter-over-quarter.
  • 55 funds opened new Sumitomo Mitsui Financial positions in Q2 2025 and 34 closed out, a net change of +21 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2025 was Millennium Management, an estimated $13.5M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2025 was Morgan Stanley, an estimated $55.1M sold.

Based on aggregated 13F filings for Q2 2025.