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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$472M
2
Goldman Sachs
2
Goldman Sachs
New York
$161M
3
UBS Group
3
UBS Group
Switzerland
$7M
4
SAM
4
Silvercrest Asset Management
New York
$0
5
BIMC
5
Benson Investment Management Company
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
126
Parallel Advisors
California
$831K -$3.42K -226 -0.4%
CCM
127
Coldstream Capital Management
Washington
$813K +$494K +32,373 +155%
CL
128
Choreo LLC
Illinois
$813K +$35.9K +2,374 +5%
CIP
129
Capital Insight Partners
Arizona
$804K +$31.7K +2,095 +4%
AI
130
Atria Investments
North Carolina
$801K +$82.7K +5,473 +12%
SSA
131
Schonfeld Strategic Advisors
New York
$735K +$735K +48,675 New
AAS
132
Avantax Advisory Services
Texas
$719K +$228K +15,107 +46%
PP
133
PDS Planning
Ohio
$711K +$15.9K +1,051 +2%
CCA
134
Checchi Capital Advisers
California
$700K -$50.2K -3,321 -7%
BS
135
Banco Santander
Spain
$697K +$153K +10,150 +28%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$680K -$27.9K -1,846 -4%
SAM
137
Smartleaf Asset Management
Massachusetts
$673K -$25.3K -1,665 -4%
GI
138
Gradient Investments
Minnesota
$655K +$129K +8,508 +24%
Citigroup
139
Citigroup
New York
$651K -$37.5K -2,481 -5%
EI
140
Ellevest Inc
New York
$640K -$215K -14,253 -25%
SF
141
Summit Financial
New Jersey
$637K +$80.7K +5,343 +15%
RCM
142
RNC Capital Management
California
$631K +$74.9K +4,955 +13%
KAS
143
Kestra Advisory Services
Texas
$623K +$406K +26,851 +187%
BCM
144
Barometer Capital Management
Ontario, Canada
$598K +$131K +8,700 +28%
Acadian Asset Management
145
Acadian Asset Management
Massachusetts
$581K -$15.4K -1,025 -3%
PFS
146
Prospera Financial Services
Texas
$564K -$20K -1,323 -3%
CP
147
Covenant Partners
Tennessee
$563K – – –
WHG
148
Westwood Holdings Group
Texas
$558K -$25.5K -1,687 -4%
IC
149
Iconiq Capital
California
$552K -$112K -7,418 -17%
CWM
150
Cordatus Wealth Management
Pennsylvania
$544K -$12.8K -847 -2%
4 5
6
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