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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
TMC
151
Themes Management Co
Connecticut
$967K -$5.76K -274 -0.6%
LIA
152
Limestone Investment Advisors
New York
$946K
Truist Financial
153
Truist Financial
North Carolina
$906K -$73.7K -3,506 -7%
EI
154
Ellevest Inc
New York
$903K -$22.2K -1,055 -2%
CCA
155
Checchi Capital Advisers
California
$886K -$45.5K -2,166 -5%
LI
156
Louisbourg Investments
New Brunswick, Canada
$882K +$116K +5,500 +14%
GT
157
Glenmede Trust
Pennsylvania
$869K +$59.5K +2,830 +7%
VCM
158
Versant Capital Management
Arizona
$851K +$156K +7,438 +21%
FFA
159
Farther Finance Advisors
California
$838K +$340K +16,177 +67%
Wealth Enhancement Advisory Services
160
Wealth Enhancement Advisory Services
Minnesota
$816K -$177K -8,416 -17%
LWAM
161
Legacy Wealth Asset Management
Minnesota
$813K +$6.62K +315 +0.8%
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$800K -$89.5K -4,259 -10%
FWP
163
Flatrock Wealth Partners
California
$794K +$2.19K +104 +0.3%
SC
164
Syon Capital
California
$772K +$23.7K +1,130 +3%
HFS
165
Hantz Financial Services
Michigan
$769K +$237K +11,283 +41%
TSS
166
Two Sigma Securities
New York
$755K +$804K +38,251 New
DWM
167
Dakota Wealth Management
Florida
$754K +$5.69K +271 +0.7%
SCP
168
Sivia Capital Partners
California
$725K -$128K -6,081 -14%
VWM
169
Venturi Wealth Management
Texas
$724K +$123K +5,852 +19%
B
170
Bailard
California
$719K -$41.1K -1,957 -5%
GI
171
GAMMA Investing
California
$714K +$64.2K +3,058 +9%
PFS
172
Prospera Financial Services
Texas
$706K -$4.39K -209 -0.6%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$689K +$72.7K +3,460 +11%
AHL
174
Abel Hall LLC
Louisiana
$689K +$123K +5,873 +20%
CWM
175
Cordatus Wealth Management
Pennsylvania
$688K +$2.52K +120 +0.3%