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Sumitomo Mitsui Financial

395 hedge funds and large institutions have $1.89B invested in Sumitomo Mitsui Financial in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 172 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,348% more call options, than puts

Call options by funds: $52.8M | Put options by funds: $321K

97% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 31

67% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 103

7% more funds holding

Funds holding: 370395 (+25)

5% more capital invested

Capital invested by funds: $1.8B → $1.89B (+$92.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.08% less ownership

Funds ownership: 1.84%1.76% (-0.08%)

Holders
395
Holders Change
+25
Holders Change %
+6.76%
% of All Funds
5.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
61
Increased
172
Reduced
103
Closed
31
Calls
$52.8M
Puts
$321K
Net Calls
+$52.5M
Net Calls Change
+$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
NW
76
Naviter Wealth
Arkansas
$2.62M +$88.5K +5,525 +4%
PAS
77
Park Avenue Securities
New York
$2.61M -$1.04M -65,198 -29%
LNWWM
78
Laird Norton Wetherby Wealth Management
California
$2.6M -$33.7K -2,104 -1%
First Trust Advisors
79
First Trust Advisors
Illinois
$2.57M -$1.77M -110,652 -42%
CWM
80
Calamos Wealth Management
Illinois
$2.52M +$188K +11,754 +8%
PMWMG
81
Parr McKnight Wealth Management Group
Minnesota
$2.51M +$14.8K +926 +0.6%
CG
82
Caprock Group
Idaho
$2.48M +$2.42M +151,332 New
MML Investors Services
83
MML Investors Services
Massachusetts
$2.2M -$539K -33,627 -20%
William Blair Investment Management
84
William Blair Investment Management
Illinois
$2.19M -$2.13K -133 -0.1%
YIH
85
Y-Intercept (HK)
Hong Kong
$2.12M +$2.03M +126,565 New
Russell Investments Group
86
Russell Investments Group
United Kingdom
$2.11M +$422K +26,340 +26%
RWM
87
Ritholtz Wealth Management
New York
$2.11M -$18.3K -1,141 -0.9%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$2M +$152K +9,458 +9%
MAMU
89
Myriad Asset Management US
Florida
$1.95M -$847K -52,858 -31%
EGM
90
Engineers Gate Manager
New York
$1.87M +$1.79M +111,532 New
IC
91
IEQ Capital
California
$1.86M +$777K +48,525 +77%
Balyasny Asset Management
92
Balyasny Asset Management
Illinois
$1.86M +$1.78M +110,960 New
PHS
93
Pekin Hardy Strauss
Illinois
$1.79M +$214K +13,375 +14%
ECM
94
Evergreen Capital Management
Washington
$1.76M +$354K +22,094 +27%
Point72 Asset Management
95
Point72 Asset Management
Connecticut
$1.75M -$2.41M -150,366 -59%
HF
96
HRT Financial
New York
$1.74M +$1.67M +103,996 New
BCI
97
Brinker Capital Investments
Pennsylvania
$1.7M +$12.5K +779 +0.8%
AssetMark Inc
98
AssetMark Inc
California
$1.7M +$685K +42,766 +73%
PAMS
99
Pinpoint Asset Management (Singapore)
$1.67M +$1.6M +100,000 New
Franklin Resources
100
Franklin Resources
California
$1.66M -$289K -18,064 -15%

SMFG Hedge Fund Activity: Q3 2025 in Review

395 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2025, worth a combined $1.89B — up 5.1% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SMFG positions and 31 closed out — a net gain of 30 holders — while 172 added to existing stakes and 103 trimmed.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $21.9M. The largest seller was Morgan Stanley, cutting an estimated $162M.

  • 395 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2025, up from 370 in Q2 2025.
  • Funds reported $1.89B of Sumitomo Mitsui Financial stock for Q3 2025, up 5.1% quarter-over-quarter.
  • 61 funds opened new Sumitomo Mitsui Financial positions in Q3 2025 and 31 closed out, a net change of +30 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2025 was Toronto Dominion Bank, an estimated $21.9M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2025 was Morgan Stanley, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2025.