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Sumitomo Mitsui Financial

439 hedge funds and large institutions have $2.44B invested in Sumitomo Mitsui Financial in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 202 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $45.8M | Put options by funds: $11.2M

89% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 107

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

9% more capital invested

Capital invested by funds: $2.24B → $2.44B (+$203M)

4% more funds holding

Funds holding: 422439 (+17)

0.14% more ownership

Funds ownership: 1.8%1.94% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
439
Holders Change
+17
Holders Change %
+4.03%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
61
Increased
202
Reduced
107
Closed
34
Calls
$45.8M
Puts
$11.2M
Net Calls
+$34.5M
Net Calls Change
-$25.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PHS
101
Pekin Hardy Strauss
Illinois
$2.37M +$125K +5,950 +5%
CIBC Asset Management
102
CIBC Asset Management
Ontario, Canada
$2.32M -$685K -32,585 -21%
RhumbLine Advisers
103
RhumbLine Advisers
Massachusetts
$2.25M +$117K +5,567 +5%
AFG
104
Atomi Financial Group
New York
$2.24M +$177K +8,439 +8%
Millennium Management
105
Millennium Management
New York
$2.2M +$1.9M +90,530 +435%
BIG
106
Brooklyn Investment Group
New York
$2.19M +$965K +45,932 +71%
CIC
107
Chilton Investment Company
Connecticut
$2.14M +$2.28M +108,437 New
ECM
108
Evergreen Capital Management
Washington
$2.13M +$104K +4,971 +5%
AllianceBernstein
109
AllianceBernstein
Tennessee
$2.09M +$2.27M +107,955 New
Corient Private Wealth
110
Corient Private Wealth
Florida
$2.04M -$1.81M -86,060 -45%
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$1.99M +$725K +34,507 +52%
Jones Financial Companies
112
Jones Financial Companies
Missouri
$1.98M +$2.11M +100,304 +2,724%
BCI
113
Brinker Capital Investments
Pennsylvania
$1.95M +$130K +6,183 +7%
Focus Partners Wealth
114
Focus Partners Wealth
Massachusetts
$1.94M +$332K +15,820 +19%
Connor, Clark & Lunn Investment Management (CC&L)
115
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.92M +$685K +32,614 +50%
AWA
116
Aaron Wealth Advisors
Illinois
$1.81M +$360K +17,129 +23%
PS
117
Principal Securities
Iowa
$1.74M -$53.3K -2,536 -3%
UCFA
118
United Capital Financial Advisors
Texas
$1.74M +$41.3K +1,968 +2%
VAS
119
Vestmark Advisory Solutions
Massachusetts
$1.72M +$341K +16,238 +23%
Franklin Resources
120
Franklin Resources
California
$1.63M -$245K -11,652 -12%
CL
121
Choreo LLC
Illinois
$1.52M +$136K +6,455 +9%
XT
122
XTX Topco
Cayman Islands
$1.52M -$1.91M -91,096 -54%
MYIA
123
Mount Yale Investment Advisors
Colorado
$1.51M +$1.61M +76,663 New
DWT
124
Dorsey & Whitney Trust
South Dakota
$1.51M +$17.2K +820 +1%
William Blair Investment Management
125
William Blair Investment Management
Illinois
$1.5M -$1.02M -48,378 -39%