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Sumitomo Mitsui Financial

371 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,571% more call options, than puts

Call options by funds: $49.2M | Put options by funds: $642K

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

27% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 118

3% more funds holding

Funds holding: 359371 (+12)

1% less capital invested

Capital invested by funds: $1.81B → $1.8B (-$11M)

1.18% less ownership

Funds ownership: 3.02%1.84% (-1.2%)

Holders
371
Holders Change
+12
Holders Change %
+3.34%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
150
Reduced
118
Closed
34
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
151
Pinnacle Wealth Planning Services
Ohio
$538K +$48K +3,335 +10%
Focus Partners Wealth
152
Focus Partners Wealth
Massachusetts
$536K +$248K +17,235 +94%
SRC
153
Sage Rhino Capital
California
$535K -$5.41K -376 -1%
Lazard Asset Management
154
Lazard Asset Management
New York
$521K +$6.53K +454 +1%
Chevy Chase Trust
155
Chevy Chase Trust
Maryland
$503K -$6.11K -425 -1%
MG
156
Mather Group
Illinois
$494K
SGI
157
Summit Global Investments
Utah
$491K -$1.03M -71,810 -69%
SCP
158
Sivia Capital Partners
California
$490K +$142K +9,876 +44%
EWA
159
EverSource Wealth Advisors
Alabama
$485K +$351K +24,384 +315%
IWC
160
Integrated Wealth Concepts
Massachusetts
$474K -$14.9K -1,036 -3%
VCM
161
Versant Capital Management
Arizona
$462K -$32.6K -2,264 -7%
P
162
Pitcairn
Pennsylvania
$460K -$103K -7,151 -19%
GCM
163
Gallacher Capital Management
Colorado
$443K +$6.23K +433 +1%
GRP
164
Global Retirement Partners
California
$442K +$421K +29,254 New
GI
165
GAMMA Investing
California
$441K +$20.7K +1,439 +5%
Schroder Investment Management Group
166
Schroder Investment Management Group
United Kingdom
$432K -$403 -28 -0.1%
B
167
Bailard
California
$427K +$12.1K +842 +3%
SCM
168
Shelton Capital Management
Colorado
$423K -$2.57K -179 -0.6%
Jane Street
169
Jane Street
New York
$420K -$767K -53,340 -66%
DAS
170
Diversify Advisory Services
Utah
$419K +$72K +5,009 +24%
HWM
171
HB Wealth Management
Georgia
$415K +$131K +9,123 +50%
LI
172
Louisbourg Investments
New Brunswick, Canada
$403K
VF
173
Virtu Financial
New York
$389K +$370K +25,735 New
TW
174
Traveka Wealth
California
$388K -$32.3K -2,245 -8%
CAG
175
Csenge Advisory Group
Florida
$387K -$762 -53 -0.2%

SMFG Hedge Fund Activity: Q2 2025 in Review

371 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2025, worth a combined $1.8B — down 0.61% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SMFG positions and 34 closed out — a net gain of 21 holders — while 150 added to existing stakes and 118 trimmed.

The largest buyer was Millennium Management, adding an estimated $13.5M. The largest seller was Morgan Stanley, cutting an estimated $55.1M.

  • 371 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2025, up from 359 in Q1 2025.
  • Funds reported $1.8B of Sumitomo Mitsui Financial stock for Q2 2025, down 0.61% quarter-over-quarter.
  • 55 funds opened new Sumitomo Mitsui Financial positions in Q2 2025 and 34 closed out, a net change of +21 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2025 was Millennium Management, an estimated $13.5M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2025 was Morgan Stanley, an estimated $55.1M sold.

Based on aggregated 13F filings for Q2 2025.