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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

356 hedge funds and large institutions have $1.81B invested in Sumitomo Mitsui Financial in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 157 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+10
Holders Change %
+2.89%
% of All Funds
4.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
47
Increased
157
Reduced
101
Closed
30
Calls
$52.2M
Puts
$130K
Net Calls
+$52.1M
Net Calls Change
+$1.95M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$176M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.4M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$8.33M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$5.25M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$6.03M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.93M
3
Jane Street
Jane Street
New York
-$5.62M
4
LG
Leuthold Group
Minnesota
-$4.33M
5
WA
Whipplewood Advisors
Colorado
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCP
176
Sivia Capital Partners
California
$348K +$29.8K +1,927 +9%
PCIA
177
Prime Capital Investment Advisors
Kansas
$347K +$26.1K +1,691 +8%
BA
178
Bridgewater Advisors
New York
$345K -$1.49K -104 -0.4%
Pzena Investment Management
179
Pzena Investment Management
New York
$342K +$38.9K +2,515 +13%
CAG
180
Csenge Advisory Group
Florida
$341K +$12.2K +903 +4%
PAG
181
Private Advisor Group
New Jersey
$333K -$76.8K -4,969 -19%
EL
182
EWA LLC
Pennsylvania
$332K -$989 -64 -0.3%
Wealth Enhancement Advisory Services
183
Wealth Enhancement Advisory Services
Minnesota
$331K +$9.45K +611 +3%
DWM
184
Drive Wealth Management
Utah
$326K -$8.26K -534 -2%
FAFN
185
First Affirmative Financial Network
Colorado
$324K -$835 -54 -0.3%
CCM
186
Coldstream Capital Management
Washington
$323K +$9.09K +588 +3%
SWP
187
Sagespring Wealth Partners
Tennessee
$321K +$92.6K +5,990 +41%
AWM
188
Aprio Wealth Management
Georgia
$320K +$99.6K +6,441 +45%
VFA
189
Valeo Financial Advisors
Indiana
$311K +$64K +4,140 +26%
LC
190
Lindbrook Capital
California
$310K +$11.3K +729 +4%
SMA
191
Sage Mountain Advisors
Georgia
$306K -$77 -5 -0%
GIC
192
Generali Investments CEE
Czech Republic
$306K – – –
KeyBank National Association
193
KeyBank National Association
Ohio
$306K -$3.59K -232 -1%
BWP
194
BSW Wealth Partners
Colorado
$304K +$12.9K +837 +4%
SQA
195
Simon Quick Advisors
New Jersey
$299K +$125K +8,104 +72%
DAS
196
Diversify Advisory Services
Utah
$296K +$62.6K +4,365 +27%
Lido Advisors
197
Lido Advisors
California
$294K +$7.24K +468 +3%
JFG
198
Jefferies Financial Group
New York
$294K +$10.6K +686 +4%
MWM
199
Modern Wealth Management
Kansas
$290K +$290K +18,732 New
Envestnet Portfolio Solutions
200
Envestnet Portfolio Solutions
Illinois
$287K -$188K -12,190 -40%
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