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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

346 hedge funds and large institutions have $1.49B invested in Sumitomo Mitsui Financial in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 149 increasing their positions, 100 reducing their positions, and 28 closing their positions.

Holders
346
Holders Change
+14
Holders Change %
+4.22%
% of All Funds
4.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
149
Reduced
100
Closed
28
Calls
$50.6M
Puts
$395K
Net Calls
+$50.2M
Net Calls Change
+$5.56M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$343M
2
Northern Trust
2
Northern Trust
Illinois
$72.9M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$92.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$121M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$10.8M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$5.93M
2
Wells Fargo
2
Wells Fargo
California
$30.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$14.7M
4
Invesco
4
Invesco
Georgia
$14.7M
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$2.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
101
Russell Investments Group
United Kingdom
$939K -$246K -16,977 -21%
AAM
102
Advisors Asset Management
Colorado
$935K +$82.3K +5,678 +10%
EI
103
Ellevest Inc
New York
$904K +$81.5K +5,625 +10%
BP
104
Ballentine Partners
Massachusetts
$892K +$86.5K +5,972 +11%
MYIA
105
Mount Yale Investment Advisors
Colorado
$891K -$277K -19,093 -24%
DWM
106
Diversify Wealth Management
Utah
$863K +$135K +9,553 +19%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$842K +$35.7K +2,477 +4%
CL
108
Choreo LLC
Illinois
$815K +$36.9K +2,539 +5%
Pacer Advisors
109
Pacer Advisors
Pennsylvania
$815K +$2.26K +156 +0.3%
LSAG
110
Lake Street Advisors Group
New Hampshire
$806K +$21.3K +1,472 +3%
PA
111
Parallel Advisors
California
$800K -$16.3K -1,125 -2%
AWA
112
Aaron Wealth Advisors
Illinois
$784K +$64.8K +4,470 +9%
BCM
113
Barometer Capital Management
Ontario, Canada
$782K +$377K +27,054 +93%
MWM
114
Mission Wealth Management
California
$776K -$156K -10,760 -17%
Neuberger Berman Group
115
Neuberger Berman Group
New York
$758K +$152K +10,479 +25%
M&T Bank
116
M&T Bank
New York
$742K +$20.4K +1,409 +3%
CIP
117
Capital Insight Partners
Arizona
$712K +$267K +18,415 +60%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$681K +$68.8K +4,745 +11%
CC
119
Callan Capital
California
$673K -$66.7K -4,602 -9%
CCA
120
Checchi Capital Advisers
California
$665K +$26.1K +1,799 +4%
RWA
121
Redhawk Wealth Advisors
Minnesota
$632K +$146K +10,096 +30%
PP
122
PDS Planning
Ohio
$627K -$12.6K -871 -2%
SAM
123
Smartleaf Asset Management
Massachusetts
$616K +$280K +19,224 +83%
GT
124
Glenmede Trust
Pennsylvania
$613K -$10.8K -748 -2%
IC
125
IEQ Capital
California
$603K +$53.1K +3,665 +10%
3 4
5
6 7