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Sumitomo Mitsui Financial

395 hedge funds and large institutions have $1.89B invested in Sumitomo Mitsui Financial in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 172 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,348% more call options, than puts

Call options by funds: $52.8M | Put options by funds: $321K

97% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 31

67% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 103

7% more funds holding

Funds holding: 370395 (+25)

5% more capital invested

Capital invested by funds: $1.8B → $1.89B (+$92.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.08% less ownership

Funds ownership: 1.84%1.76% (-0.08%)

Holders
395
Holders Change
+25
Holders Change %
+6.76%
% of All Funds
5.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
61
Increased
172
Reduced
103
Closed
31
Calls
$52.8M
Puts
$321K
Net Calls
+$52.5M
Net Calls Change
+$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
151
Summit Financial
New Jersey
$740K +$33.4K +2,087 +5%
TAFW
152
Tred Avon Family Wealth
Maryland
$729K +$697K +43,534 New
AI
153
Atria Investments
North Carolina
$711K -$169K -10,539 -20%
Truist Financial
154
Truist Financial
North Carolina
$649K +$241K +15,058 +63%
Acadian Asset Management
155
Acadian Asset Management
Massachusetts
$645K
Focus Partners Wealth
156
Focus Partners Wealth
Massachusetts
$643K +$46.9K +2,926 +8%
AC
157
AlphaCore Capital
California
$641K +$359K +22,400 +141%
HWM
158
HB Wealth Management
Georgia
$628K +$161K +10,072 +37%
PFS
159
Prospera Financial Services
Texas
$626K +$1.06K +66 +0.2%
CP
160
Covenant Partners
Tennessee
$624K
CWM
161
Cordatus Wealth Management
Pennsylvania
$605K +$1.7K +106 +0.3%
PWPS
162
Pinnacle Wealth Planning Services
Ohio
$594K -$1.57K -98 -0.3%
B
163
Bailard
California
$593K +$115K +7,150 +25%
SRC
164
Sage Rhino Capital
California
$588K -$4.1K -256 -0.7%
SC
165
Syon Capital
California
$580K +$191K +11,903 +52%
GCM
166
Gallacher Capital Management
Colorado
$574K +$79.7K +4,974 +17%
GRP
167
Global Retirement Partners
California
$564K +$71K +4,434 +15%
DWM
168
Dakota Wealth Management
Florida
$563K +$150K +9,389 +39%
ET
169
Entropy Technologies
New York
$561K +$537K +33,495 New
Chevy Chase Trust
170
Chevy Chase Trust
Maryland
$557K -$705 -44 -0.1%
Wealth Enhancement Advisory Services
171
Wealth Enhancement Advisory Services
Minnesota
$555K +$165K +10,280 +42%
SCP
172
Sivia Capital Partners
California
$551K +$7.82K +488 +2%
WHG
173
Westwood Holdings Group
Texas
$549K -$66K -4,120 -11%
Lazard Asset Management
174
Lazard Asset Management
New York
$548K -$28.9K -1,804 -5%
MG
175
Mather Group
Illinois
$548K

SMFG Hedge Fund Activity: Q3 2025 in Review

395 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2025, worth a combined $1.89B — up 5.1% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SMFG positions and 31 closed out — a net gain of 30 holders — while 172 added to existing stakes and 103 trimmed.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $21.9M. The largest seller was Morgan Stanley, cutting an estimated $162M.

  • 395 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2025, up from 370 in Q2 2025.
  • Funds reported $1.89B of Sumitomo Mitsui Financial stock for Q3 2025, up 5.1% quarter-over-quarter.
  • 61 funds opened new Sumitomo Mitsui Financial positions in Q3 2025 and 31 closed out, a net change of +30 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2025 was Toronto Dominion Bank, an estimated $21.9M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2025 was Morgan Stanley, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2025.