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Sumitomo Mitsui Financial

371 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,571% more call options, than puts

Call options by funds: $49.2M | Put options by funds: $642K

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

27% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 118

3% more funds holding

Funds holding: 359371 (+12)

1% less capital invested

Capital invested by funds: $1.81B → $1.8B (-$11M)

1.18% less ownership

Funds ownership: 3.02%1.84% (-1.2%)

Holders
371
Holders Change
+12
Holders Change %
+3.34%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
150
Reduced
118
Closed
34
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
101
Evergreen Capital Management
Washington
$1.26M +$222K +15,431 +23%
AAM
102
Advisors Asset Management
Colorado
$1.24M +$214K +14,867 +22%
Verition Fund Management
103
Verition Fund Management
Connecticut
$1.22M +$74.4K +5,174 +7%
UCFA
104
United Capital Financial Advisors
Texas
$1.21M -$102K -7,089 -8%
AFG
105
Atomi Financial Group
New York
$1.17M -$463K -32,186 -29%
LMIM
106
Lockheed Martin Investment Management
Maryland
$1.15M -$655K -45,560 -37%
YCM
107
Yousif Capital Management
Michigan
$1.14M +$22.3K +1,554 +2%
Neuberger Berman Group
108
Neuberger Berman Group
New York
$1.12M +$66.4K +4,619 +7%
BP
109
Ballentine Partners
Massachusetts
$1.07M +$21.2K +1,474 +2%
XT
110
XTX Topco
Cayman Islands
$1.06M +$1M +69,842 New
DWT
111
Dorsey & Whitney Trust
South Dakota
$1.05M -$81.7K -5,685 -8%
AI
112
AdvisorShares Investments
Maryland
$1.02M +$152K +10,572 +18%
MYIA
113
Mount Yale Investment Advisors
Colorado
$995K +$24.1K +1,673 +3%
1832 Asset Management
114
1832 Asset Management
Ontario, Canada
$956K -$21.4K -1,490 -2%
Walleye Capital
115
Walleye Capital
New York
$955K +$909K +63,217 New
IC
116
IEQ Capital
California
$946K +$262K +18,234 +41%
AWA
117
Aaron Wealth Advisors
Illinois
$928K +$71.5K +4,970 +9%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$924K +$129K +8,992 +17%
AssetMark Inc
119
AssetMark Inc
California
$889K +$406K +28,217 +92%
PSP
120
Principal Street Partners
Tennessee
$880K +$419K +29,134 +100%
MWM
121
Mission Wealth Management
California
$878K +$26.4K +1,834 +3%
M&T Bank
122
M&T Bank
New York
$875K +$114K +7,929 +16%
GIM
123
Glenmede Investment Management
Pennsylvania
$860K +$819K +56,949 New
IRC
124
Investors Research Corp
Georgia
$855K -$15.8K -1,100 -2%
JIC
125
Johnson Investment Counsel
Ohio
$851K

SMFG Hedge Fund Activity: Q2 2025 in Review

371 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2025, worth a combined $1.8B — down 0.61% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SMFG positions and 34 closed out — a net gain of 21 holders — while 150 added to existing stakes and 118 trimmed.

The largest buyer was Millennium Management, adding an estimated $13.5M. The largest seller was Morgan Stanley, cutting an estimated $55.1M.

  • 371 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2025, up from 359 in Q1 2025.
  • Funds reported $1.8B of Sumitomo Mitsui Financial stock for Q2 2025, down 0.61% quarter-over-quarter.
  • 55 funds opened new Sumitomo Mitsui Financial positions in Q2 2025 and 34 closed out, a net change of +21 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2025 was Millennium Management, an estimated $13.5M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2025 was Morgan Stanley, an estimated $55.1M sold.

Based on aggregated 13F filings for Q2 2025.