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Sumitomo Mitsui Financial

371 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,571% more call options, than puts

Call options by funds: $49.2M | Put options by funds: $642K

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

27% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 118

3% more funds holding

Funds holding: 359371 (+12)

1% less capital invested

Capital invested by funds: $1.81B → $1.8B (-$11M)

1.18% less ownership

Funds ownership: 3.02%1.84% (-1.2%)

Holders
371
Holders Change
+12
Holders Change %
+3.34%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
150
Reduced
118
Closed
34
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
176
Atlas Capital Advisors
Wyoming
$380K -$88.7K -6,170 -20%
SWP
177
Sagespring Wealth Partners
Tennessee
$380K +$63.2K +4,392 +21%
BA
178
Bridgewater Advisors
New York
$373K +$2.08K +145 +0.6%
Wealth Enhancement Advisory Services
179
Wealth Enhancement Advisory Services
Minnesota
$370K +$40.5K +2,816 +13%
FOA
180
Five Oceans Advisors
California
$369K -$14.4K -1,002 -4%
DWM
181
Dakota Wealth Management
Florida
$366K +$138K +9,605 +66%
SI
182
Seeds Investor
New York
$364K -$26.4K -1,836 -7%
Pzena Investment Management
183
Pzena Investment Management
New York
$363K +$27.6K +1,918 +9%
BTI
184
Blue Trust Inc
Georgia
$363K +$94.7K +6,586 +38%
WFI
185
West Family Investments
California
$363K +$125K +8,681 +57%
Truist Financial
186
Truist Financial
North Carolina
$359K -$4.8K -334 -1%
NWAG
187
Net Worth Advisory Group
Utah
$348K -$7.46K -519 -2%
MFG
188
Merit Financial Group
Georgia
$347K +$133K +9,243 +67%
SC
189
Syon Capital
California
$344K -$31.6K -2,201 -9%
TAIM
190
Te Ahumairangi Investment Management
New Zealand
$342K -$173K -12,000 -35%
HP
191
Haven Private
Florida
$341K +$325K +22,581 New
KeyBank National Association
192
KeyBank National Association
Ohio
$339K +$38.6K +2,681 +14%
GIA
193
Gladstone Institutional Advisory
Florida
$333K -$99.1K -6,894 -24%
TSS
194
Two Sigma Securities
New York
$324K +$309K +21,475 New
FTUS
195
Flow Traders U.S.
New York
$322K +$307K +21,321 New
DWM
196
Drive Wealth Management
Utah
$322K -$1.45K -101 -0.5%
EL
197
EWA LLC
Pennsylvania
$322K -$2.2K -153 -0.7%
PCIA
198
Prime Capital Investment Advisors
Kansas
$312K -$25.9K -1,803 -8%
VFA
199
Valeo Financial Advisors
Indiana
$311K +$6.95K +483 +2%
FAFN
200
First Affirmative Financial Network
Colorado
$311K -$5.57K -387 -2%

SMFG Hedge Fund Activity: Q2 2025 in Review

371 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2025, worth a combined $1.8B — down 0.61% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SMFG positions and 34 closed out — a net gain of 21 holders — while 150 added to existing stakes and 118 trimmed.

The largest buyer was Millennium Management, adding an estimated $13.5M. The largest seller was Morgan Stanley, cutting an estimated $55.1M.

  • 371 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2025, up from 359 in Q1 2025.
  • Funds reported $1.8B of Sumitomo Mitsui Financial stock for Q2 2025, down 0.61% quarter-over-quarter.
  • 55 funds opened new Sumitomo Mitsui Financial positions in Q2 2025 and 34 closed out, a net change of +21 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2025 was Millennium Management, an estimated $13.5M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2025 was Morgan Stanley, an estimated $55.1M sold.

Based on aggregated 13F filings for Q2 2025.