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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

356 hedge funds and large institutions have $1.81B invested in Sumitomo Mitsui Financial in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 157 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+10
Holders Change %
+2.89%
% of All Funds
4.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
47
Increased
157
Reduced
101
Closed
30
Calls
$52.2M
Puts
$130K
Net Calls
+$52.1M
Net Calls Change
+$1.95M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$176M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.4M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$8.33M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$5.25M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$6.03M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.93M
3
Jane Street
Jane Street
New York
-$5.62M
4
LG
Leuthold Group
Minnesota
-$4.33M
5
WA
Whipplewood Advisors
Colorado
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWPS
151
Pinnacle Wealth Planning Services
Ohio
$498K +$12.5K +809 +3%
ACA
152
Atlas Capital Advisors
Wyoming
$484K +$5.29K +342 +1%
CHP
153
Cable Hill Partners
Oregon
$478K -$6.4K -451 -1%
BCM
154
Barometer Capital Management
Ontario, Canada
$477K -$390K -25,254 -45%
AssetMark Inc
155
AssetMark Inc
California
$473K +$183K +11,847 +63%
PSP
156
Principal Street Partners
Tennessee
$450K – – –
GIA
157
Gladstone Institutional Advisory
Florida
$447K +$447K +28,939 New
GCM
158
Gallacher Capital Management
Colorado
$446K -$1.59K -103 -0.4%
Schroder Investment Management Group
159
Schroder Investment Management Group
United Kingdom
$443K +$620 +40 +0.1%
SCM
160
Shelton Capital Management
Colorado
$436K -$13.7K -887 -3%
TW
161
Traveka Wealth
California
$432K +$4.85K +314 +1%
GI
162
GAMMA Investing
California
$429K +$70.9K +4,588 +20%
B
163
Bailard
California
$424K +$26.3K +1,701 +7%
WIA
164
World Investment Advisors
California
$417K +$198K +12,799 +90%
LI
165
Louisbourg Investments
New Brunswick, Canada
$412K – – –
SIA
166
Schechter Investment Advisors
Michigan
$411K -$132K -8,540 -24%
SI
167
Seeds Investor
New York
$401K +$9.72K +629 +2%
FOA
168
Five Oceans Advisors
California
$393K – – –
UB
169
UMB Bank
Missouri
$391K -$40.4K -2,612 -9%
VCWA
170
Vanguard Capital Wealth Advisors
Colorado
$387K +$59.1K +3,822 +18%
SC
171
Syon Capital
California
$386K +$116K +7,509 +43%
William Blair & Company
172
William Blair & Company
Illinois
$378K +$378K +24,467 New
Truist Financial
173
Truist Financial
North Carolina
$372K -$4.65K -301 -1%
NWAG
174
Net Worth Advisory Group
Utah
$364K -$19K -1,226 -5%
SC
175
Savant Capital
Illinois
$363K +$57.1K +3,692 +19%
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