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Sumitomo Mitsui Financial

347 hedge funds and large institutions have $1.49B invested in Sumitomo Mitsui Financial in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 149 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,702% more call options, than puts

Call options by funds: $50.6M | Put options by funds: $395K

75% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 28

49% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 100

28% more capital invested

Capital invested by funds: $1.16B → $1.49B (+$327M)

5% more funds holding

Funds holding: 332347 (+15)

4.54% less ownership

Funds ownership: 7.15%2.61% (-4.5%)

Holders
347
Holders Change
+15
Holders Change %
+4.52%
% of All Funds
4.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
49
Increased
149
Reduced
100
Closed
28
Calls
$50.6M
Puts
$395K
Net Calls
+$50.2M
Net Calls Change
+$5.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
101
Russell Investments Group
United Kingdom
$939K -$233K -16,977 -21%
AAM
102
Advisors Asset Management
Colorado
$935K +$78K +5,678 +10%
EI
103
Ellevest Inc
New York
$904K +$77.3K +5,625 +10%
BP
104
Ballentine Partners
Massachusetts
$892K +$82K +5,972 +11%
MYIA
105
Mount Yale Investment Advisors
Colorado
$891K -$262K -19,093 -24%
DWM
106
Diversify Wealth Management
Utah
$863K +$131K +9,553 +19%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$842K +$34K +2,477 +4%
CL
108
Choreo LLC
Illinois
$815K +$34.9K +2,539 +5%
Pacer Advisors
109
Pacer Advisors
Pennsylvania
$815K +$2.14K +156 +0.3%
LSAG
110
Lake Street Advisors Group
New Hampshire
$806K +$20.2K +1,472 +3%
PA
111
Parallel Advisors
California
$800K -$15.5K -1,125 -2%
AWA
112
Aaron Wealth Advisors
Illinois
$784K +$61.4K +4,470 +9%
BCM
113
Barometer Capital Management
Ontario, Canada
$782K +$372K +27,054 +93%
MWM
114
Mission Wealth Management
California
$776K -$148K -10,760 -17%
Neuberger Berman Group
115
Neuberger Berman Group
New York
$758K +$144K +10,479 +25%
M&T Bank
116
M&T Bank
New York
$742K +$19.4K +1,409 +3%
CIP
117
Capital Insight Partners
Arizona
$712K +$253K +18,415 +60%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$681K +$65.2K +4,745 +11%
CC
119
Callan Capital
California
$673K -$63.2K -4,602 -9%
CCA
120
Checchi Capital Advisers
California
$665K +$24.7K +1,799 +4%
RWA
121
Redhawk Wealth Advisors
Minnesota
$632K +$139K +10,096 +30%
PP
122
PDS Planning
Ohio
$627K -$12K -871 -2%
SAM
123
Smartleaf Asset Management
Massachusetts
$616K +$264K +19,224 +83%
GT
124
Glenmede Trust
Pennsylvania
$613K -$10.3K -748 -2%
IC
125
IEQ Capital
California
$603K +$50.3K +3,665 +10%

SMFG Hedge Fund Activity: Q4 2024 in Review

347 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2024, worth a combined $1.49B — up 28% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SMFG positions and 28 closed out — a net gain of 21 holders — while 149 added to existing stakes and 100 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $101M. The largest seller was Arrowstreet Capital, cutting an estimated $18.4M.

  • 347 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2024, up from 332 in Q3 2024.
  • Funds reported $1.49B of Sumitomo Mitsui Financial stock for Q4 2024, up 28% quarter-over-quarter.
  • 49 funds opened new Sumitomo Mitsui Financial positions in Q4 2024 and 28 closed out, a net change of +21 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q4 2024 was Morgan Stanley, an estimated $101M added.
  • The largest Sumitomo Mitsui Financial seller in Q4 2024 was Arrowstreet Capital, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2024.