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Sumitomo Mitsui Financial

415 hedge funds and large institutions have $2.24B invested in Sumitomo Mitsui Financial in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 190 increasing their positions, 92 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.4M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
151
HB Wealth Management
Georgia
$872K
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$865K
SCP
153
Sivia Capital Partners
California
$828K
Citigroup
154
Citigroup
New York
$824K
GT
155
Glenmede Trust
Pennsylvania
$796K
LWAM
156
Legacy Wealth Asset Management
Minnesota
$790K
LI
157
Louisbourg Investments
New Brunswick, Canada
$757K
B
158
Bailard
California
$742K
AC
159
AlphaCore Capital
California
$741K
SC
160
Syon Capital
California
$734K
DWM
161
Dakota Wealth Management
Florida
$732K
TAFW
162
Tred Avon Family Wealth
Maryland
$722K
CP
163
Covenant Partners
Tennessee
$720K
PWPS
164
Pinnacle Wealth Planning Services
Ohio
$720K
NW
165
NewEdge Wealth
Pennsylvania
$699K
PFS
166
Prospera Financial Services
Texas
$695K
VCM
167
Versant Capital Management
Arizona
$690K
CWM
168
Cordatus Wealth Management
Pennsylvania
$671K
GCM
169
Gallacher Capital Management
Colorado
$665K
SRC
170
Sage Rhino Capital
California
$660K
GRP
171
Global Retirement Partners
California
$656K
DAS
172
Diversify Advisory Services
Utah
$645K
Walleye Trading
173
Walleye Trading
New York
$641K
GI
174
GAMMA Investing
California
$640K
RWA
175
Redhawk Wealth Advisors
Minnesota
$635K