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Sumitomo Mitsui Financial

395 hedge funds and large institutions have $1.89B invested in Sumitomo Mitsui Financial in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 172 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,348% more call options, than puts

Call options by funds: $52.8M | Put options by funds: $321K

97% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 31

67% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 103

7% more funds holding

Funds holding: 370395 (+25)

5% more capital invested

Capital invested by funds: $1.8B → $1.89B (+$92.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.08% less ownership

Funds ownership: 1.84%1.76% (-0.08%)

Holders
395
Holders Change
+25
Holders Change %
+6.76%
% of All Funds
5.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
61
Increased
172
Reduced
103
Closed
31
Calls
$52.8M
Puts
$321K
Net Calls
+$52.5M
Net Calls Change
+$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
101
Jane Street
New York
$1.64M +$1.12M +70,108 +252%
SFA
102
Sequoia Financial Advisors
Ohio
$1.63M +$108K +6,735 +7%
AAM
103
Advisors Asset Management
Colorado
$1.63M +$244K +15,254 +19%
Corient Private Wealth
104
Corient Private Wealth
Florida
$1.57M +$51.6K +3,223 +4%
AA
105
ABC Arbitrage
France
$1.55M +$1.48M +92,382 New
RhumbLine Advisers
106
RhumbLine Advisers
Massachusetts
$1.54M -$467K -29,156 -24%
AFG
107
Atomi Financial Group
New York
$1.5M +$197K +12,290 +16%
DWA
108
Dorsey Wright & Associates
California
$1.48M -$146K -9,119 -9%
CCM
109
Coldstream Capital Management
Washington
$1.47M +$556K +34,707 +65%
Neuberger Berman Group
110
Neuberger Berman Group
New York
$1.47M +$224K +13,967 +19%
CIBC Asset Management
111
CIBC Asset Management
Ontario, Canada
$1.46M -$519K -32,411 -27%
UCFA
112
United Capital Financial Advisors
Texas
$1.41M +$66.7K +4,161 +5%
DWM
113
Diversify Wealth Management
Utah
$1.34M +$27.2K +1,695 +2%
GI
114
Gradient Investments
Minnesota
$1.23M +$481K +30,024 +69%
PS
115
Principal Securities
Iowa
$1.18M -$608K -37,962 -35%
LMIM
116
Lockheed Martin Investment Management
Maryland
$1.18M -$92.4K -5,770 -8%
CCIA
117
Campbell & Co Investment Adviser
Maryland
$1.17M -$492K -30,707 -30%
XC
118
XY Capital
Hong Kong
$1.16M +$1.11M +69,507 New
BP
119
Ballentine Partners
Massachusetts
$1.16M -$24.9K -1,553 -2%
DWT
120
Dorsey & Whitney Trust
South Dakota
$1.16M -$7.67K -479 -0.7%
M&T Bank
121
M&T Bank
New York
$1.13M +$156K +9,736 +17%
MYIA
122
Mount Yale Investment Advisors
Colorado
$1.1M +$2.16K +135 +0.2%
IQI
123
Integrated Quantitative Investments
Washington
$1.09M +$1.05M +65,381 New
New York State Common Retirement Fund
124
New York State Common Retirement Fund
New York
$1.09M +$1.05M +65,381 New
Capital Fund Management (CFM)
125
Capital Fund Management (CFM)
France
$1.05M +$1.01M +62,898 New

SMFG Hedge Fund Activity: Q3 2025 in Review

395 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2025, worth a combined $1.89B — up 5.1% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SMFG positions and 31 closed out — a net gain of 30 holders — while 172 added to existing stakes and 103 trimmed.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $21.9M. The largest seller was Morgan Stanley, cutting an estimated $162M.

  • 395 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2025, up from 370 in Q2 2025.
  • Funds reported $1.89B of Sumitomo Mitsui Financial stock for Q3 2025, up 5.1% quarter-over-quarter.
  • 61 funds opened new Sumitomo Mitsui Financial positions in Q3 2025 and 31 closed out, a net change of +30 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2025 was Toronto Dominion Bank, an estimated $21.9M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2025 was Morgan Stanley, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2025.