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Sumitomo Mitsui Financial

439 hedge funds and large institutions have $2.44B invested in Sumitomo Mitsui Financial in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 202 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $45.8M | Put options by funds: $11.2M

89% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 107

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

9% more capital invested

Capital invested by funds: $2.24B → $2.44B (+$203M)

4% more funds holding

Funds holding: 422439 (+17)

0.14% more ownership

Funds ownership: 1.8%1.94% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
439
Holders Change
+17
Holders Change %
+4.03%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
61
Increased
202
Reduced
107
Closed
34
Calls
$45.8M
Puts
$11.2M
Net Calls
+$34.5M
Net Calls Change
-$25.9M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
76
First Trust Advisors
Illinois
$3.83M +$1.13M +53,666 +38%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$3.81M +$738K +35,117 +22%
CWM
78
Calamos Wealth Management
Illinois
$3.66M +$543K +25,856 +16%
Calamos Advisors
79
Calamos Advisors
Illinois
$3.66M +$3.89M +185,280 New
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$3.5M -$153K -7,266 -4%
XC
81
XY Capital
Hong Kong
$3.47M +$1.17M +55,686 +46%
DK
82
DJE Kapital
Germany
$3.37M +$2.11M +100,470 New
ACM
83
Aquatic Capital Management
Illinois
$3.26M +$3.47M +165,045 New
Point72 Asset Management
84
Point72 Asset Management
Connecticut
$3.14M -$5.28M -251,366 -61%
SFA
85
Sequoia Financial Advisors
Ohio
$3.02M +$1.13M +53,655 +54%
CG
86
Caprock Group
Idaho
$2.9M -$152K -7,234 -5%
IC
87
IEQ Capital
California
$2.87M +$455K +21,682 +18%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$2.86M +$242K +11,537 +9%
Neuberger Berman Group
89
Neuberger Berman Group
New York
$2.81M +$704K +33,497 +31%
AAM
90
Advisors Asset Management
Colorado
$2.76M +$465K +22,126 +19%
PMWMG
91
Parr McKnight Wealth Management Group
Minnesota
$2.73M -$175K -8,336 -6%
GT
92
Greenleaf Trust
Michigan
$2.69M -$700K -33,341 -20%
RWM
93
Ritholtz Wealth Management
New York
$2.69M +$182K +8,672 +7%
NW
94
Naviter Wealth
Arkansas
$2.68M +$86.3K +4,108 +3%
UBS AM
95
UBS AM
Illinois
$2.66M +$2.38M +113,265 +532%
IQI
96
Integrated Quantitative Investments
Washington
$2.58M +$1.37M +65,381 +100%
DWA
97
Dorsey Wright & Associates
California
$2.53M +$758K +36,069 +39%
BCM
98
Barometer Capital Management
Ontario, Canada
$2.51M +$2.67M +126,900 New
DWM
99
Diversify Wealth Management
Utah
$2.48M +$702K +33,410 +39%
BCM
100
BTC Capital Management
Iowa
$2.42M +$49.9K +2,374 +2%