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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

356 hedge funds and large institutions have $1.81B invested in Sumitomo Mitsui Financial in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 157 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+10
Holders Change %
+2.89%
% of All Funds
4.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
47
Increased
157
Reduced
101
Closed
30
Calls
$52.2M
Puts
$130K
Net Calls
+$52.1M
Net Calls Change
+$1.95M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$176M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.4M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$8.33M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$5.25M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$6.03M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.93M
3
Jane Street
Jane Street
New York
-$5.62M
4
LG
Leuthold Group
Minnesota
-$4.33M
5
WA
Whipplewood Advisors
Colorado
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
101
Neuberger Berman Group
New York
$1.07M +$263K +17,010 +33%
ECM
102
Evergreen Capital Management
Washington
$1.05M -$20.4K -1,319 -2%
AAM
103
Advisors Asset Management
Colorado
$1.04M +$41.7K +2,699 +4%
1832 Asset Management
104
1832 Asset Management
Ontario, Canada
$1M +$1M +64,785 New
MYIA
105
Mount Yale Investment Advisors
Colorado
$992K +$41.2K +2,662 +4%
DWM
106
Diversify Wealth Management
Utah
$974K +$97.8K +6,819 +11%
Osaic Holdings
107
Osaic Holdings
Arizona
$896K -$2.69M -174,295 -75%
Pacer Advisors
108
Pacer Advisors
Pennsylvania
$895K +$25.8K +1,668 +3%
IRC
109
Investors Research Corp
Georgia
$891K -$174K -11,225 -16%
EI
110
Ellevest Inc
New York
$875K -$89K -5,759 -9%
AWA
111
Aaron Wealth Advisors
Illinois
$872K +$35.5K +2,298 +4%
JIC
112
Johnson Investment Counsel
Ohio
$871K -$281K -18,200 -24%
MWM
113
Mission Wealth Management
California
$870K +$42.6K +2,757 +5%
AI
114
AdvisorShares Investments
Maryland
$863K +$254K +16,850 +42%
PA
115
Parallel Advisors
California
$854K +$186 +12 +0%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$806K -$97.1K -6,279 -11%
CL
117
Choreo LLC
Illinois
$795K -$70.6K -4,565 -8%
CIP
118
Capital Insight Partners
Arizona
$790K +$30.5K +1,971 +4%
M&T Bank
119
M&T Bank
New York
$772K -$19.4K -1,258 -2%
CCA
120
Checchi Capital Advisers
California
$767K +$57.6K +3,726 +8%
AI
121
Atria Investments
North Carolina
$735K +$127K +8,227 +21%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$725K +$424K +27,417 +141%
SAM
123
Smartleaf Asset Management
Massachusetts
$724K +$57.2K +3,634 +9%
CC
124
Callan Capital
California
$718K – – –
PP
125
PDS Planning
Ohio
$711K +$42.6K +2,758 +6%
3 4
5
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