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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

368 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+12
Holders Change %
+3.37%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
54
Increased
152
Reduced
116
Closed
31
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$14.8M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$20.5M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$8.19M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$8.56M
5
MCM
5
Massar Capital Management
Connecticut
$7.56M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$472M
2
Goldman Sachs
2
Goldman Sachs
New York
$161M
3
UBS Group
3
UBS Group
Switzerland
$7M
4
SAM
4
Silvercrest Asset Management
New York
$0
5
BIMC
5
Benson Investment Management Company
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
176
Csenge Advisory Group
Florida
$387K -$817 -53 -0.2%
ACA
177
Atlas Capital Advisors
Wyoming
$380K -$93.2K -6,170 -20%
SWP
178
Sagespring Wealth Partners
Tennessee
$380K +$66.4K +4,392 +21%
SC
179
Savant Capital
Illinois
$380K +$24.9K +1,650 +7%
BA
180
Bridgewater Advisors
New York
$373K +$2.23K +145 +0.6%
Wealth Enhancement Advisory Services
181
Wealth Enhancement Advisory Services
Minnesota
$370K +$43K +2,816 +13%
FOA
182
Five Oceans Advisors
California
$369K -$15.1K -1,002 -4%
DWM
183
Dakota Wealth Management
Florida
$366K +$145K +9,605 +66%
SI
184
Seeds Investor
New York
$364K -$27.7K -1,836 -7%
Pzena Investment Management
185
Pzena Investment Management
New York
$363K +$29K +1,918 +9%
BTI
186
Blue Trust Inc
Georgia
$363K +$99.5K +6,586 +38%
WFI
187
West Family Investments
California
$363K +$131K +8,681 +57%
Truist Financial
188
Truist Financial
North Carolina
$359K -$5.05K -334 -1%
NWAG
189
Net Worth Advisory Group
Utah
$348K -$7.84K -519 -2%
MFG
190
Merit Financial Group
Georgia
$347K +$140K +9,243 +67%
SC
191
Syon Capital
California
$344K -$33.3K -2,201 -9%
TAIM
192
Te Ahumairangi Investment Management
New Zealand
$342K -$181K -12,000 -35%
HP
193
Haven Private
Florida
$341K +$341K +22,581 New
KeyBank National Association
194
KeyBank National Association
Ohio
$339K +$40.5K +2,681 +14%
GIA
195
Gladstone Institutional Advisory
Florida
$333K -$104K -6,894 -24%
TSS
196
Two Sigma Securities
New York
$324K +$324K +21,475 New
FTUS
197
Flow Traders U.S.
New York
$322K +$322K +21,321 New
DWM
198
Drive Wealth Management
Utah
$322K -$1.55K -101 -0.5%
EL
199
EWA LLC
Pennsylvania
$322K -$2.31K -153 -0.7%
PCIA
200
Prime Capital Investment Advisors
Kansas
$312K -$27.2K -1,803 -8%
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8
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