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Sumitomo Mitsui Financial

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
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$52.2M
Puts
$130K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
151
Pinnacle Wealth Planning Services
Ohio
$498K
ACA
152
Atlas Capital Advisors
Wyoming
$484K
CHP
153
Cable Hill Partners
Oregon
$478K
BCM
154
Barometer Capital Management
Ontario, Canada
$477K
AssetMark Inc
155
AssetMark Inc
California
$473K
PSP
156
Principal Street Partners
Tennessee
$450K
GIA
157
Gladstone Institutional Advisory
Florida
$447K
GCM
158
Gallacher Capital Management
Colorado
$446K
Schroder Investment Management Group
159
Schroder Investment Management Group
United Kingdom
$443K
SCM
160
Shelton Capital Management
Colorado
$436K
TW
161
Traveka Wealth
California
$432K
GI
162
GAMMA Investing
California
$429K
B
163
Bailard
California
$424K
WIA
164
World Investment Advisors
California
$417K
LI
165
Louisbourg Investments
New Brunswick, Canada
$412K
SIA
166
Schechter Investment Advisors
Michigan
$411K
SI
167
Seeds Investor
New York
$401K
FOA
168
Five Oceans Advisors
California
$393K
UB
169
UMB Bank
Missouri
$391K
VCWA
170
Vanguard Capital Wealth Advisors
Colorado
$387K
SC
171
Syon Capital
California
$386K
William Blair & Company
172
William Blair & Company
Illinois
$378K
Truist Financial
173
Truist Financial
North Carolina
$372K
NWAG
174
Net Worth Advisory Group
Utah
$364K
SC
175
Savant Capital
Illinois
$363K