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Sumitomo Mitsui Financial

371 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,571% more call options, than puts

Call options by funds: $49.2M | Put options by funds: $642K

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

27% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 118

3% more funds holding

Funds holding: 359371 (+12)

1% less capital invested

Capital invested by funds: $1.81B → $1.8B (-$11M)

1.18% less ownership

Funds ownership: 3.02%1.84% (-1.2%)

Holders
371
Holders Change
+12
Holders Change %
+3.34%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
150
Reduced
118
Closed
34
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Parallel Advisors
California
$831K -$3.25K -226 -0.4%
CCM
127
Coldstream Capital Management
Washington
$813K +$466K +32,373 +155%
CL
128
Choreo LLC
Illinois
$813K +$34.1K +2,374 +5%
CIP
129
Capital Insight Partners
Arizona
$804K +$30.1K +2,095 +4%
AI
130
Atria Investments
North Carolina
$801K +$78.7K +5,473 +12%
SSA
131
Schonfeld Strategic Advisors
New York
$735K +$700K +48,675 New
AAS
132
Avantax Advisory Services
Texas
$719K +$217K +15,107 +46%
PP
133
PDS Planning
Ohio
$711K +$15.1K +1,051 +2%
CCA
134
Checchi Capital Advisers
California
$700K -$47.8K -3,321 -7%
BS
135
Banco Santander
Spain
$697K +$146K +10,150 +28%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$680K -$26.5K -1,846 -4%
SAM
137
Smartleaf Asset Management
Massachusetts
$673K -$23.9K -1,665 -4%
GI
138
Gradient Investments
Minnesota
$655K +$122K +8,508 +24%
Citigroup
139
Citigroup
New York
$651K -$35.7K -2,481 -5%
EI
140
Ellevest Inc
New York
$640K -$205K -14,253 -25%
SF
141
Summit Financial
New Jersey
$637K +$76.8K +5,343 +15%
RCM
142
RNC Capital Management
California
$631K +$71.3K +4,955 +13%
KAS
143
Kestra Advisory Services
Texas
$623K +$386K +26,851 +187%
BCM
144
Barometer Capital Management
Ontario, Canada
$598K +$125K +8,700 +28%
Acadian Asset Management
145
Acadian Asset Management
Massachusetts
$581K -$14.7K -1,025 -3%
PFS
146
Prospera Financial Services
Texas
$564K -$19K -1,323 -3%
CP
147
Covenant Partners
Tennessee
$563K
WHG
148
Westwood Holdings Group
Texas
$558K -$24.3K -1,687 -4%
IC
149
Iconiq Capital
California
$552K -$107K -7,418 -17%
CWM
150
Cordatus Wealth Management
Pennsylvania
$544K -$12.2K -847 -2%

SMFG Hedge Fund Activity: Q2 2025 in Review

371 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2025, worth a combined $1.8B — down 0.61% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SMFG positions and 34 closed out — a net gain of 21 holders — while 150 added to existing stakes and 118 trimmed.

The largest buyer was Millennium Management, adding an estimated $13.5M. The largest seller was Morgan Stanley, cutting an estimated $55.1M.

  • 371 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2025, up from 359 in Q1 2025.
  • Funds reported $1.8B of Sumitomo Mitsui Financial stock for Q2 2025, down 0.61% quarter-over-quarter.
  • 55 funds opened new Sumitomo Mitsui Financial positions in Q2 2025 and 34 closed out, a net change of +21 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2025 was Millennium Management, an estimated $13.5M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2025 was Morgan Stanley, an estimated $55.1M sold.

Based on aggregated 13F filings for Q2 2025.