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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
RWA
176
Redhawk Wealth Advisors
Minnesota
$635K +$162K +9,324 +40%
WHG
177
Westwood Holdings Group
Texas
$634K
MG
178
Mather Group
Illinois
$631K -$832 -48 -0.1%
Lazard Asset Management
179
Lazard Asset Management
New York
$616K -$15.2K -876 -3%
KeyBank National Association
180
KeyBank National Association
Ohio
$610K +$84.9K +4,899 +18%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$608K +$259K +14,927 +90%
WFI
182
West Family Investments
California
$605K +$126K +7,268 +30%
JIC
183
Johnson Investment Counsel
Ohio
$600K +$89.7K +5,176 +20%
EWA
184
EverSource Wealth Advisors
Alabama
$597K -$21.1K -1,219 -4%
VWM
185
Venturi Wealth Management
Texas
$595K +$268K +15,484 +101%
HF
186
HRT Financial
New York
$581K -$1.28M -73,933 -71%
FLPIM
187
F.L. Putnam Investment Management
Massachusetts
$579K +$343K +19,790 +194%
PSP
188
Principal Street Partners
Tennessee
$570K
AHL
189
Abel Hall LLC
Louisiana
$561K +$308K +17,793 +159%
Chevy Chase Trust
190
Chevy Chase Trust
Maryland
$559K -$75.4K -4,348 -13%
Schroder Investment Management Group
191
Schroder Investment Management Group
United Kingdom
$555K
NRC
192
New Republic Capital
North Carolina
$554K +$284K +16,387 +133%
Pzena Investment Management
193
Pzena Investment Management
New York
$550K +$65.6K +3,786 +15%
SWP
194
Sagespring Wealth Partners
Tennessee
$550K +$38.1K +2,201 +8%
SCM
195
Shelton Capital Management
Colorado
$542K +$1.02K +59 +0.2%
SP
196
SmartHarvest Portfolios
Washington
$541K +$486K +28,010 New
HFS
197
Hantz Financial Services
Michigan
$535K +$169K +9,744 +54%
Squarepoint
198
Squarepoint
New York
$528K +$103K +5,950 +28%
ACA
199
Atlas Capital Advisors
Wyoming
$522K +$468K +27,014 New
MFG
200
Merit Financial Group
Georgia
$515K +$24.5K +1,416 +6%