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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

346 hedge funds and large institutions have $1.49B invested in Sumitomo Mitsui Financial in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 149 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+14
Holders Change %
+4.22%
% of All Funds
4.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
149
Reduced
100
Closed
28
Calls
$50.6M
Puts
$395K
Net Calls
+$50.2M
Net Calls Change
+$5.56M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$343M
2
Northern Trust
Northern Trust
Illinois
$72.9M
3
CCMG
Clark Capital Management Group
Pennsylvania
$92.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$121M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$10.8M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$5.93M
2
Wells Fargo
Wells Fargo
California
$30.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.7M
4
Invesco
Invesco
Georgia
$14.7M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$2.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSP
151
Principal Street Partners
Tennessee
$422K – – –
SCM
152
Shelton Capital Management
Colorado
$421K +$6.56K +453 +2%
GCM
153
Gallacher Capital Management
Colorado
$420K +$7.09K +489 +2%
Schroder Investment Management Group
154
Schroder Investment Management Group
United Kingdom
$416K +$364 +25 +0.1%
UB
155
UMB Bank
Missouri
$404K -$2.01K -139 -0.5%
TW
156
Traveka Wealth
California
$400K +$1.19K +82 +0.3%
JG
157
Jain Global
New York
$399K +$399K +27,553 New
WFI
158
West Family Investments
California
$390K – – –
LI
159
Louisbourg Investments
New Brunswick, Canada
$386K – – –
PAG
160
Private Advisor Group
New Jersey
$384K +$32.7K +2,257 +9%
AAS
161
Avantax Advisory Services
Texas
$384K +$89.6K +6,182 +30%
B
162
Bailard
California
$372K +$372K +25,703 New
FOA
163
Five Oceans Advisors
California
$368K +$36.6K +2,527 +11%
SI
164
Seeds Investor
New York
$367K +$42.2K +2,914 +13%
TC
165
Taika Capital
Florida
$361K +$361K +24,915 New
NWAG
166
Net Worth Advisory Group
Utah
$359K -$8.75K -604 -2%
Truist Financial
167
Truist Financial
North Carolina
$353K -$59.9K -4,136 -15%
CAG
168
Csenge Advisory Group
Florida
$352K +$67.9K +4,685 +24%
BA
169
Bridgewater Advisors
New York
$346K +$4.49K +314 +1%
GI
170
GAMMA Investing
California
$336K +$64.9K +4,479 +24%
DWM
171
Drive Wealth Management
Utah
$313K +$8.29K +572 +3%
EL
172
EWA LLC
Pennsylvania
$312K +$1.87K +129 +0.6%
VCWA
173
Vanguard Capital Wealth Advisors
Colorado
$308K -$222K -15,316 -42%
FAFN
174
First Affirmative Financial Network
Colorado
$304K -$3.75K -259 -1%
Wealth Enhancement Advisory Services
175
Wealth Enhancement Advisory Services
Minnesota
$302K -$1.88K -130 -0.6%
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7
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