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Sumitomo Mitsui Financial

422 hedge funds and large institutions have $2.24B invested in Sumitomo Mitsui Financial in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 192 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 91

97% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 38

18% more capital invested

Capital invested by funds: $1.89B → $2.24B (+$347M)

7% more funds holding

Funds holding: 395422 (+27)

0.04% more ownership

Funds ownership: 1.76%1.8% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
422
Holders Change
+27
Holders Change %
+6.84%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
75
Increased
192
Reduced
91
Closed
38
Calls
$60.4M
Puts
Net Calls
+$60.4M
Net Calls Change
+$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
XT
76
XTX Topco
Cayman Islands
$3.25M +$1.94M +111,754 +198%
MML Investors Services
77
MML Investors Services
Massachusetts
$3.18M +$569K +32,837 +25%
CWM
78
Calamos Wealth Management
Illinois
$3.08M +$152K +8,774 +6%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$3.05M +$551K +31,790 +25%
PAS
80
Park Avenue Securities
New York
$3M -$17.4K -1,005 -0.6%
CG
81
Caprock Group
Idaho
$2.97M +$44.1K +2,543 +2%
CIBC Asset Management
82
CIBC Asset Management
Ontario, Canada
$2.91M +$1.16M +66,651 +76%
AssetMark Inc
83
AssetMark Inc
California
$2.9M +$842K +48,569 +48%
PMWMG
84
Parr McKnight Wealth Management Group
Minnesota
$2.83M -$64.5K -3,719 -2%
First Trust Advisors
85
First Trust Advisors
Illinois
$2.71M -$225K -12,958 -8%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$2.58M +$1.48M +85,223 +176%
NW
87
Naviter Wealth
Arkansas
$2.55M -$428K -24,719 -16%
AA
88
ABC Arbitrage
France
$2.52M +$657K +37,878 +41%
RWM
89
Ritholtz Wealth Management
New York
$2.47M +$25.3K +1,458 +1%
William Blair Investment Management
90
William Blair Investment Management
Illinois
$2.41M -$115K -6,649 -5%
IC
91
IEQ Capital
California
$2.39M +$219K +12,648 +11%
BCM
92
BTC Capital Management
Iowa
$2.32M -$1.12M -64,732 -35%
XC
93
XY Capital
Hong Kong
$2.32M +$874K +50,415 +73%
AAM
94
Advisors Asset Management
Colorado
$2.27M +$349K +20,109 +21%
DE
95
DV Equities
Illinois
$2.26M +$2.03M +116,921 New
PHS
96
Pekin Hardy Strauss
Illinois
$2.2M +$117K +6,750 +6%
Walleye Capital
97
Walleye Capital
New York
$2.15M +$1.93M +111,238 New
Neuberger Berman Group
98
Neuberger Berman Group
New York
$2.1M +$363K +20,951 +24%
GI
99
Gradient Investments
Minnesota
$2.1M +$615K +35,482 +48%
RhumbLine Advisers
100
RhumbLine Advisers
Massachusetts
$2.1M +$289K +16,689 +18%