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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 %
PWPS
151
Pinnacle Wealth Planning Services
Ohio
$538K +$50.4K +3,335 +10%
Focus Partners Wealth
152
Focus Partners Wealth
Massachusetts
$536K +$260K +17,235 +94%
SRC
153
Sage Rhino Capital
California
$535K -$5.68K -376 -1%
Lazard Asset Management
154
Lazard Asset Management
New York
$521K +$6.85K +454 +1%
Chevy Chase Trust
155
Chevy Chase Trust
Maryland
$503K -$6.42K -425 -1%
MG
156
Mather Group
Illinois
$494K – – –
SGI
157
Summit Global Investments
Utah
$491K -$1.09M -71,810 -69%
SCP
158
Sivia Capital Partners
California
$490K +$149K +9,876 +44%
EWA
159
EverSource Wealth Advisors
Alabama
$485K +$368K +24,384 +315%
IWC
160
Integrated Wealth Concepts
Massachusetts
$474K -$15.7K -1,036 -3%
VCM
161
Versant Capital Management
Arizona
$462K -$34.2K -2,264 -7%
P
162
Pitcairn
Pennsylvania
$460K -$108K -7,151 -19%
GCM
163
Gallacher Capital Management
Colorado
$443K +$6.54K +433 +1%
GRP
164
Global Retirement Partners
California
$442K +$442K +29,254 New
GI
165
GAMMA Investing
California
$441K +$21.7K +1,439 +5%
Schroder Investment Management Group
166
Schroder Investment Management Group
United Kingdom
$432K -$423 -28 -0.1%
B
167
Bailard
California
$427K +$12.7K +842 +3%
SCM
168
Shelton Capital Management
Colorado
$423K -$2.71K -179 -0.6%
Jane Street
169
Jane Street
New York
$420K -$806K -53,340 -66%
DAS
170
Diversify Advisory Services
Utah
$419K +$81.7K +5,009 +24%
HWM
171
HB Wealth Management
Georgia
$415K +$138K +9,123 +50%
LI
172
Louisbourg Investments
New Brunswick, Canada
$403K – – –
SQA
173
Simon Quick Advisors
New Jersey
$397K +$105K +6,924 +36%
VF
174
Virtu Financial
New York
$389K +$389K +25,735 New
TW
175
Traveka Wealth
California
$388K -$33.9K -2,245 -8%
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7
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