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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

356 hedge funds and large institutions have $1.81B invested in Sumitomo Mitsui Financial in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 157 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+10
Holders Change %
+2.89%
% of All Funds
4.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
47
Increased
157
Reduced
101
Closed
30
Calls
$52.2M
Puts
$130K
Net Calls
+$52.1M
Net Calls Change
+$1.95M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$176M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.4M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$8.33M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$5.25M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$6.03M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.93M
3
Jane Street
Jane Street
New York
-$5.62M
4
LG
Leuthold Group
Minnesota
-$4.33M
5
WA
Whipplewood Advisors
Colorado
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
126
Citigroup
New York
$705K +$83.7K +5,416 +13%
IC
127
IEQ Capital
California
$686K +$43.5K +2,815 +7%
IC
128
Iconiq Capital
California
$679K +$137K +8,870 +25%
VSQM
129
V-Square Quantitative Management
Illinois
$615K – – –
GT
130
Glenmede Trust
Pennsylvania
$614K -$39.9K -2,578 -6%
Acadian Asset Management
131
Acadian Asset Management
Massachusetts
$610K +$470K +30,506 +336%
WHG
132
Westwood Holdings Group
Texas
$597K – – –
PFS
133
Prospera Financial Services
Texas
$597K +$597K +38,626 New
P
134
Pitcairn
Pennsylvania
$581K +$53K +3,430 +10%
CP
135
Covenant Partners
Tennessee
$576K – – –
CWM
136
Cordatus Wealth Management
Pennsylvania
$570K +$570K +36,863 New
RCM
137
RNC Capital Management
California
$569K +$9.09K +588 +2%
SF
138
Summit Financial
New Jersey
$569K +$569K +36,800 New
BS
139
Banco Santander
Spain
$556K – – –
Squarepoint
140
Squarepoint
New York
$555K +$555K +35,909 New
Millennium Management
141
Millennium Management
New York
$554K -$904K -58,501 -62%
SRC
142
Sage Rhino Capital
California
$553K -$10.3K -663 -2%
GI
143
Gradient Investments
Minnesota
$538K +$5.27K +341 +1%
TAIM
144
Te Ahumairangi Investment Management
New Zealand
$536K -$77.3K -5,000 -13%
Lazard Asset Management
145
Lazard Asset Management
New York
$526K -$74.5K -4,827 -12%
Chevy Chase Trust
146
Chevy Chase Trust
Maryland
$521K +$5.09K +329 +1%
VCM
147
Versant Capital Management
Arizona
$508K +$475K +30,741 +1,474%
MG
148
Mather Group
Illinois
$506K – – –
AAS
149
Avantax Advisory Services
Texas
$502K +$92.8K +6,005 +23%
IWC
150
Integrated Wealth Concepts
Massachusetts
$501K -$11.3K -730 -2%
4 5
6
7 8