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Sumitomo Mitsui Financial

387 hedge funds and large institutions have $1.89B invested in Sumitomo Mitsui Financial in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 169 increasing their positions, 101 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$52.8M
Puts
$321K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
151
Summit Financial
New Jersey
$740K
TAFW
152
Tred Avon Family Wealth
Maryland
$729K
AI
153
Atria Investments
North Carolina
$711K
Truist Financial
154
Truist Financial
North Carolina
$649K
Acadian Asset Management
155
Acadian Asset Management
Massachusetts
$645K
Focus Partners Wealth
156
Focus Partners Wealth
Massachusetts
$643K
AC
157
AlphaCore Capital
California
$641K
HWM
158
HB Wealth Management
Georgia
$628K
PFS
159
Prospera Financial Services
Texas
$626K
CP
160
Covenant Partners
Tennessee
$624K
CWM
161
Cordatus Wealth Management
Pennsylvania
$605K
PWPS
162
Pinnacle Wealth Planning Services
Ohio
$594K
B
163
Bailard
California
$593K
SRC
164
Sage Rhino Capital
California
$588K
SC
165
Syon Capital
California
$580K
GCM
166
Gallacher Capital Management
Colorado
$574K
GRP
167
Global Retirement Partners
California
$564K
DWM
168
Dakota Wealth Management
Florida
$563K
ET
169
Entropy Technologies
New York
$561K
Chevy Chase Trust
170
Chevy Chase Trust
Maryland
$557K
Wealth Enhancement Advisory Services
171
Wealth Enhancement Advisory Services
Minnesota
$555K
SC
172
Savant Capital
Illinois
$554K
SCP
173
Sivia Capital Partners
California
$551K
WHG
174
Westwood Holdings Group
Texas
$549K
Lazard Asset Management
175
Lazard Asset Management
New York
$548K