We are live on ! Find out more
SMFG icon

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
LMIM
126
Lockheed Martin Investment Management
Maryland
$1.46M +$76.5K +3,640 +5%
SAM
127
Smartleaf Asset Management
Massachusetts
$1.45M +$226K +10,781 +17%
BP
128
Ballentine Partners
Massachusetts
$1.44M +$47K +2,236 +3%
KeyBank National Association
129
KeyBank National Association
Ohio
$1.4M +$828K +39,398 +125%
RWA
130
Redhawk Wealth Advisors
Minnesota
$1.4M +$795K +37,859 +115%
OAM
131
Oppenheimer Asset Management
New York
$1.36M +$89K +4,236 +7%
BNP Paribas Financial Markets
132
BNP Paribas Financial Markets
France
$1.31M +$1.39M +66,332 New
JG
133
Jain Global
New York
$1.3M +$1.38M +65,902 New
M&T Bank
134
M&T Bank
New York
$1.3M -$222K -10,564 -14%
New York State Common Retirement Fund
135
New York State Common Retirement Fund
New York
$1.29M
STA
136
Summit Trail Advisors
New York
$1.28M +$1.36M +64,640 New
AWP
137
Abacus Wealth Partners
California
$1.22M -$12.5K -594 -1%
YIH
138
Y-Intercept (HK)
Hong Kong
$1.18M -$456K -21,718 -27%
Osaic Holdings
139
Osaic Holdings
Arizona
$1.16M +$108K +5,129 +10%
AI
140
AdvisorShares Investments
Maryland
$1.16M -$62.6K -2,978 -5%
CCIA
141
Campbell & Co Investment Adviser
Maryland
$1.15M +$1.22M +58,026 New
AI
142
Atria Investments
North Carolina
$1.14M +$99.3K +4,729 +9%
1832 Asset Management
143
1832 Asset Management
Ontario, Canada
$1.14M +$118K +5,609 +11%
PA
144
Parallel Advisors
California
$1.14M +$102K +4,847 +9%
CCM
145
Coldstream Capital Management
Washington
$1.09M +$105K +4,984 +10%
YCM
146
Yousif Capital Management
Michigan
$1.07M
MWM
147
Mission Wealth Management
California
$1.04M -$21.8K -1,036 -2%
PP
148
PDS Planning
Ohio
$992K -$1.34K -64 -0.1%
SF
149
Summit Financial
New Jersey
$969K +$45.3K +2,157 +5%
HWM
150
HB Wealth Management
Georgia
$969K +$82.4K +3,923 +9%