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Sumitomo Mitsui Financial

359 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, 156 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

40,091% more call options, than puts

Call options by funds: $52.2M | Put options by funds: $130K

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

22% more capital invested

Capital invested by funds: $1.49B → $1.81B (+$328M)

3% more funds holding

Funds holding: 348359 (+11)

0.41% more ownership

Funds ownership: 2.61%3.02% (+0.41%)

Holders
359
Holders Change
+11
Holders Change %
+3.16%
% of All Funds
4.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
47
Increased
156
Reduced
103
Closed
30
Calls
$52.2M
Puts
$130K
Net Calls
+$52.1M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
101
Neuberger Berman Group
New York
$1.07M +$259K +17,010 +33%
ECM
102
Evergreen Capital Management
Washington
$1.05M -$20.1K -1,319 -2%
AAM
103
Advisors Asset Management
Colorado
$1.04M +$41.1K +2,699 +4%
1832 Asset Management
104
1832 Asset Management
Ontario, Canada
$1M +$985K +64,785 New
MYIA
105
Mount Yale Investment Advisors
Colorado
$992K +$40.5K +2,662 +4%
DWM
106
Diversify Wealth Management
Utah
$974K +$104K +6,819 +11%
Osaic Holdings
107
Osaic Holdings
Arizona
$896K -$2.65M -174,295 -75%
Pacer Advisors
108
Pacer Advisors
Pennsylvania
$895K +$25.4K +1,668 +3%
IRC
109
Investors Research Corp
Georgia
$891K -$171K -11,225 -16%
EI
110
Ellevest Inc
New York
$875K -$87.6K -5,759 -9%
AWA
111
Aaron Wealth Advisors
Illinois
$872K +$35K +2,298 +4%
JIC
112
Johnson Investment Counsel
Ohio
$871K -$277K -18,200 -24%
MWM
113
Mission Wealth Management
California
$870K +$41.9K +2,757 +5%
AI
114
AdvisorShares Investments
Maryland
$863K +$256K +16,850 +42%
PA
115
Parallel Advisors
California
$854K +$183 +12 +0%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$806K -$95.5K -6,279 -11%
CL
117
Choreo LLC
Illinois
$795K -$69.4K -4,565 -8%
CIP
118
Capital Insight Partners
Arizona
$790K +$30K +1,971 +4%
M&T Bank
119
M&T Bank
New York
$772K -$19.1K -1,258 -2%
CCA
120
Checchi Capital Advisers
California
$767K +$56.7K +3,726 +8%
AI
121
Atria Investments
North Carolina
$735K +$125K +8,227 +21%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$725K +$417K +27,417 +141%
SAM
123
Smartleaf Asset Management
Massachusetts
$724K +$55.3K +3,634 +9%
CC
124
Callan Capital
California
$718K
PP
125
PDS Planning
Ohio
$711K +$42K +2,758 +6%

SMFG Hedge Fund Activity: Q1 2025 in Review

359 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2025, worth a combined $1.81B — up 22% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SMFG positions and 30 closed out — a net gain of 17 holders — while 156 added to existing stakes and 103 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $173M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $5.93M sold.

  • 359 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2025, up from 348 in Q4 2024.
  • Funds reported $1.81B of Sumitomo Mitsui Financial stock for Q1 2025, up 22% quarter-over-quarter.
  • 47 funds opened new Sumitomo Mitsui Financial positions in Q1 2025 and 30 closed out, a net change of +17 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2025 was Morgan Stanley, an estimated $173M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2025 was Arrowstreet Capital, an estimated $5.93M sold.

Based on aggregated 13F filings for Q1 2025.