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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

368 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+12
Holders Change %
+3.37%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
54
Increased
152
Reduced
116
Closed
31
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M

Top Buyers

1
Millennium Management
Millennium Management
New York
$14.8M
2
Fisher Asset Management
Fisher Asset Management
Washington
$20.5M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$8.19M
4
Osaic Holdings
Osaic Holdings
Arizona
$8.56M
5
MCM
Massar Capital Management
Connecticut
$7.56M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$472M
2
Goldman Sachs
Goldman Sachs
New York
$161M
3
UBS Group
UBS Group
Switzerland
$7M
4
SAM
Silvercrest Asset Management
New York
$0
5
BIMC
Benson Investment Management Company
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
101
Evergreen Capital Management
Washington
$1.26M +$233K +15,431 +23%
AAM
102
Advisors Asset Management
Colorado
$1.24M +$225K +14,867 +22%
Verition Fund Management
103
Verition Fund Management
Connecticut
$1.22M +$78.2K +5,174 +7%
UCFA
104
United Capital Financial Advisors
Texas
$1.21M -$107K -7,089 -8%
AFG
105
Atomi Financial Group
New York
$1.17M -$486K -32,186 -29%
LMIM
106
Lockheed Martin Investment Management
Maryland
$1.15M -$688K -45,560 -37%
YCM
107
Yousif Capital Management
Michigan
$1.14M +$23.5K +1,554 +2%
Neuberger Berman Group
108
Neuberger Berman Group
New York
$1.12M +$69.8K +4,619 +7%
BP
109
Ballentine Partners
Massachusetts
$1.07M +$22.3K +1,474 +2%
XT
110
XTX Topco
Cayman Islands
$1.06M +$1.06M +69,842 New
DWT
111
Dorsey & Whitney Trust
South Dakota
$1.05M -$85.9K -5,685 -8%
AI
112
AdvisorShares Investments
Maryland
$1.02M +$160K +10,572 +18%
MYIA
113
Mount Yale Investment Advisors
Colorado
$995K +$25.3K +1,673 +3%
1832 Asset Management
114
1832 Asset Management
Ontario, Canada
$956K -$22.5K -1,490 -2%
Walleye Capital
115
Walleye Capital
New York
$955K +$955K +63,217 New
IC
116
IEQ Capital
California
$946K +$276K +18,234 +41%
AWA
117
Aaron Wealth Advisors
Illinois
$928K +$75.1K +4,970 +9%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$924K +$136K +8,992 +17%
AssetMark Inc
119
AssetMark Inc
California
$889K +$426K +28,217 +92%
PSP
120
Principal Street Partners
Tennessee
$880K +$440K +29,134 +100%
MWM
121
Mission Wealth Management
California
$878K +$27.7K +1,834 +3%
M&T Bank
122
M&T Bank
New York
$875K +$120K +7,929 +16%
GIM
123
Glenmede Investment Management
Pennsylvania
$860K +$860K +56,949 New
IRC
124
Investors Research Corp
Georgia
$855K -$16.6K -1,100 -2%
JIC
125
Johnson Investment Counsel
Ohio
$851K – – –
3 4
5
6 7