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Sumitomo Mitsui Financial

422 hedge funds and large institutions have $2.24B invested in Sumitomo Mitsui Financial in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 192 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 91

97% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 38

18% more capital invested

Capital invested by funds: $1.89B → $2.24B (+$347M)

7% more funds holding

Funds holding: 395422 (+27)

0.04% more ownership

Funds ownership: 1.76%1.8% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
422
Holders Change
+27
Holders Change %
+6.84%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
75
Increased
192
Reduced
91
Closed
38
Calls
$60.4M
Puts
Net Calls
+$60.4M
Net Calls Change
+$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
IQI
126
Integrated Quantitative Investments
Washington
$1.26M
New York State Common Retirement Fund
127
New York State Common Retirement Fund
New York
$1.26M
OAM
128
Oppenheimer Asset Management
New York
$1.25M +$337K +19,425 +43%
Connor, Clark & Lunn Investment Management (CC&L)
129
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.25M +$920K +53,053 +460%
AWP
130
Abacus Wealth Partners
California
$1.2M +$1.08M +62,224 New
AI
131
AdvisorShares Investments
Maryland
$1.19M +$29.4K +1,698 +3%
YCM
132
Yousif Capital Management
Michigan
$1.14M -$9.36K -540 -1%
DS
133
DRW Securities
Illinois
$1.12M +$1.01M +58,178 New
MWM
134
Mission Wealth Management
California
$1.04M -$5.74K -331 -0.6%
Osaic Holdings
135
Osaic Holdings
Arizona
$1.04M -$5.37M -309,533 -85%
CIP
136
Capital Insight Partners
Arizona
$1.03M -$8.29K -478 -0.9%
AI
137
Atria Investments
North Carolina
$1.03M +$184K +10,604 +25%
PA
138
Parallel Advisors
California
$1.02M +$12.1K +698 +1%
1832 Asset Management
139
1832 Asset Management
Ontario, Canada
$1.01M -$54.2K -3,128 -6%
PP
140
PDS Planning
Ohio
$972K +$16.5K +952 +2%
CCM
141
Coldstream Capital Management
Washington
$969K -$656K -37,827 -43%
Wealth Enhancement Advisory Services
142
Wealth Enhancement Advisory Services
Minnesota
$968K +$240K +13,840 +40%
Truist Financial
143
Truist Financial
North Carolina
$955K +$184K +10,614 +27%
TMC
144
Themes Management Co
Connecticut
$952K +$854K +49,249 New
IRC
145
Investors Research Corp
Georgia
$943K -$135K -7,779 -14%
LIA
146
Limestone Investment Advisors
New York
$926K +$830K +47,905 New
RCM
147
RNC Capital Management
California
$914K +$33.2K +1,913 +4%
CCA
148
Checchi Capital Advisers
California
$909K -$11.7K -673 -1%
SF
149
Summit Financial
New Jersey
$907K +$46.8K +2,698 +6%
EI
150
Ellevest Inc
New York
$904K -$8.86K -511 -1%