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Sumitomo Mitsui Financial

422 hedge funds and large institutions have $2.24B invested in Sumitomo Mitsui Financial in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 192 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 91

97% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 38

18% more capital invested

Capital invested by funds: $1.89B → $2.24B (+$347M)

7% more funds holding

Funds holding: 395422 (+27)

0.04% more ownership

Funds ownership: 1.76%1.8% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
422
Holders Change
+27
Holders Change %
+6.84%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
75
Increased
192
Reduced
91
Closed
38
Calls
$60.4M
Puts
Net Calls
+$60.4M
Net Calls Change
+$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
101
Atomi Financial Group
New York
$2.03M +$267K +15,377 +17%
ECM
102
Evergreen Capital Management
Washington
$1.99M -$40K -2,309 -2%
SFA
103
Sequoia Financial Advisors
Ohio
$1.92M +$27.8K +1,601 +2%
Barclays
104
Barclays
United Kingdom
$1.89M +$1.5M +86,356 +748%
Franklin Resources
105
Franklin Resources
California
$1.82M -$81.4K -4,699 -5%
BCI
106
Brinker Capital Investments
Pennsylvania
$1.79M -$160K -9,253 -9%
DWA
107
Dorsey Wright & Associates
California
$1.78M +$68.8K +3,969 +5%
DWM
108
Diversify Wealth Management
Utah
$1.76M +$62.3K +3,592 +4%
PS
109
Principal Securities
Iowa
$1.75M +$351K +20,239 +29%
UCFA
110
United Capital Financial Advisors
Texas
$1.67M +$32.9K +1,898 +2%
Focus Partners Wealth
111
Focus Partners Wealth
Massachusetts
$1.58M +$752K +43,365 +113%
YIH
112
Y-Intercept (HK)
Hong Kong
$1.57M -$785K -45,268 -36%
OMC
113
Old Mission Capital
Illinois
$1.48M +$1.33M +76,552 New
M&T Bank
114
M&T Bank
New York
$1.48M +$151K +8,729 +13%
Marshall Wace
115
Marshall Wace
United Kingdom
$1.47M +$930K +53,666 +239%
DWT
116
Dorsey & Whitney Trust
South Dakota
$1.46M +$107K +6,196 +9%
AWA
117
Aaron Wealth Advisors
Illinois
$1.44M +$210K +12,098 +19%
VAS
118
Vestmark Advisory Solutions
Massachusetts
$1.37M +$1,000K +57,680 +433%
CL
119
Choreo LLC
Illinois
$1.37M +$183K +10,558 +18%
BP
120
Ballentine Partners
Massachusetts
$1.37M +$25K +1,444 +2%
LMIM
121
Lockheed Martin Investment Management
Maryland
$1.36M
FTUS
122
Flow Traders U.S.
New York
$1.32M +$1.18M +68,348 New
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$1.28M +$212K +12,221 +23%
BIG
124
Brooklyn Investment Group
New York
$1.27M +$929K +53,596 +482%
SAM
125
Smartleaf Asset Management
Massachusetts
$1.27M +$187K +10,795 +20%