SMFG icon

Sumitomo Mitsui Financial

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
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$52.2M
Puts
$130K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCP
176
Sivia Capital Partners
California
$348K
PCIA
177
Prime Capital Investment Advisors
Kansas
$347K
BA
178
Bridgewater Advisors
New York
$345K
Pzena Investment Management
179
Pzena Investment Management
New York
$342K
CAG
180
Csenge Advisory Group
Florida
$341K
PAG
181
Private Advisor Group
New Jersey
$333K
EL
182
EWA LLC
Pennsylvania
$332K
Wealth Enhancement Advisory Services
183
Wealth Enhancement Advisory Services
Minnesota
$331K
DWM
184
Drive Wealth Management
Utah
$326K
FAFN
185
First Affirmative Financial Network
Colorado
$324K
CCM
186
Coldstream Capital Management
Washington
$323K
SWP
187
Sagespring Wealth Partners
Tennessee
$321K
AWM
188
Aprio Wealth Management
Georgia
$320K
VFA
189
Valeo Financial Advisors
Indiana
$311K
LC
190
Lindbrook Capital
California
$310K
SMA
191
Sage Mountain Advisors
Georgia
$306K
GIC
192
Generali Investments CEE
Czech Republic
$306K
KeyBank National Association
193
KeyBank National Association
Ohio
$306K
BWP
194
BSW Wealth Partners
Colorado
$304K
SQA
195
Simon Quick Advisors
New Jersey
$299K
DAS
196
Diversify Advisory Services
Utah
$296K
Lido Advisors
197
Lido Advisors
California
$294K
JFG
198
Jefferies Financial Group
New York
$294K
MWM
199
Modern Wealth Management
Kansas
$290K
Envestnet Portfolio Solutions
200
Envestnet Portfolio Solutions
Illinois
$287K