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Sumitomo Mitsui Financial

422 hedge funds and large institutions have $2.24B invested in Sumitomo Mitsui Financial in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 192 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 91

97% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 38

18% more capital invested

Capital invested by funds: $1.89B → $2.24B (+$347M)

7% more funds holding

Funds holding: 395422 (+27)

0.04% more ownership

Funds ownership: 1.76%1.8% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
422
Holders Change
+27
Holders Change %
+6.84%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
75
Increased
192
Reduced
91
Closed
38
Calls
$60.4M
Puts
Net Calls
+$60.4M
Net Calls Change
+$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
151
HB Wealth Management
Georgia
$872K +$132K +7,601 +20%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$865K -$1.3M -74,915 -63%
SCP
153
Sivia Capital Partners
California
$828K +$172K +9,927 +30%
Citigroup
154
Citigroup
New York
$824K -$135K -7,763 -15%
GT
155
Glenmede Trust
Pennsylvania
$796K +$713K +41,158 New
LWAM
156
Legacy Wealth Asset Management
Minnesota
$790K +$708K +40,872 New
FWP
157
Flatrock Wealth Partners
California
$775K +$695K +40,088 New
LI
158
Louisbourg Investments
New Brunswick, Canada
$757K +$217K +12,500 +47%
B
159
Bailard
California
$742K +$51.6K +2,975 +8%
AC
160
AlphaCore Capital
California
$741K +$364 +21 +0.1%
SC
161
Syon Capital
California
$734K +$56.8K +3,279 +9%
DWM
162
Dakota Wealth Management
Florida
$732K +$73.8K +4,260 +13%
TAFW
163
Tred Avon Family Wealth
Maryland
$722K -$107K -6,200 -14%
CP
164
Covenant Partners
Tennessee
$720K
PWPS
165
Pinnacle Wealth Planning Services
Ohio
$720K +$30.4K +1,756 +5%
NW
166
NewEdge Wealth
Pennsylvania
$699K +$364K +20,989 +138%
PFS
167
Prospera Financial Services
Texas
$695K -$24.5K -1,412 -4%
VCM
168
Versant Capital Management
Arizona
$690K +$77.2K +4,451 +14%
CWM
169
Cordatus Wealth Management
Pennsylvania
$671K -$24.5K -1,412 -4%
GCM
170
Gallacher Capital Management
Colorado
$665K +$2.31K +133 +0.4%
SRC
171
Sage Rhino Capital
California
$660K -$17.3K -996 -3%
GRP
172
Global Retirement Partners
California
$656K +$4.16K +240 +0.7%
DAS
173
Diversify Advisory Services
Utah
$645K +$42.8K +2,467 +9%
Walleye Trading
174
Walleye Trading
New York
$641K +$230K +13,250 +67%
GI
175
GAMMA Investing
California
$640K +$36.5K +2,104 +7%