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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

365 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 151 increasing their positions, 115 reducing their positions, and 30 closing their positions.

Holders
365
Holders Change
+9
Holders Change %
+2.53%
% of All Funds
4.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
53
Increased
151
Reduced
115
Closed
30
Calls
$25.7M
Puts
$3K
Net Calls
+$25.7M
Net Calls Change
-$26.4M

Top Buyers

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$472M
2
Goldman Sachs
2
Goldman Sachs
New York
$161M
3
UBS Group
3
UBS Group
Switzerland
$7M
4
SAM
4
Silvercrest Asset Management
New York
$0
5
BIMC
5
Benson Investment Management Company
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
101
Evergreen Capital Management
Washington
$1.26M 83,255 +15,431 +23%
AAM
102
Advisors Asset Management
Colorado
$1.24M 82,101 +14,867 +22%
Verition Fund Management
103
Verition Fund Management
Connecticut
$1.22M 80,482 +5,174 +7%
UCFA
104
United Capital Financial Advisors
Texas
$1.21M 80,185 -7,089 -8%
AFG
105
Atomi Financial Group
New York
$1.17M 77,521 -32,186 -29%
LMIM
106
Lockheed Martin Investment Management
Maryland
$1.15M 76,000 -45,560 -37%
YCM
107
Yousif Capital Management
Michigan
$1.14M 75,449 +1,554 +2%
Neuberger Berman Group
108
Neuberger Berman Group
New York
$1.12M 73,962 +4,619 +7%
BP
109
Ballentine Partners
Massachusetts
$1.07M 70,886 +1,474 +2%
XT
110
XTX Topco
Cayman Islands
$1.06M 69,842 +69,842 New
DWT
111
Dorsey & Whitney Trust
South Dakota
$1.05M 69,780 -5,685 -8%
AI
112
AdvisorShares Investments
Maryland
$1.02M 67,819 +10,572 +18%
MYIA
113
Mount Yale Investment Advisors
Colorado
$995K 65,854 +1,673 +3%
1832 Asset Management
114
1832 Asset Management
Ontario, Canada
$956K 63,295 -1,490 -2%
Walleye Capital
115
Walleye Capital
New York
$955K 63,217 +63,217 New
IC
116
IEQ Capital
California
$946K 62,636 +18,234 +41%
AWA
117
Aaron Wealth Advisors
Illinois
$928K 61,405 +4,970 +9%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$924K 61,153 +8,992 +17%
AssetMark Inc
119
AssetMark Inc
California
$889K 58,805 +28,217 +92%
PSP
120
Principal Street Partners
Tennessee
$880K 58,268 +29,134 +100%
MWM
121
Mission Wealth Management
California
$878K 58,132 +1,834 +3%
M&T Bank
122
M&T Bank
New York
$875K 57,867 +7,929 +16%
GIM
123
Glenmede Investment Management
Pennsylvania
$860K 56,949 +56,949 New
IRC
124
Investors Research Corp
Georgia
$855K 56,554 -1,100 -2%
JIC
125
Johnson Investment Counsel
Ohio
$851K 56,346 – –
3 4
5
6 7