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Sumitomo Mitsui Financial

421 hedge funds and large institutions have $2.24B invested in Sumitomo Mitsui Financial in 2025 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 192 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.4M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
176
Redhawk Wealth Advisors
Minnesota
$635K
WHG
177
Westwood Holdings Group
Texas
$634K
MG
178
Mather Group
Illinois
$631K
Lazard Asset Management
179
Lazard Asset Management
New York
$616K
KeyBank National Association
180
KeyBank National Association
Ohio
$610K
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$608K
WFI
182
West Family Investments
California
$605K
JIC
183
Johnson Investment Counsel
Ohio
$600K
EWA
184
EverSource Wealth Advisors
Alabama
$597K
VWM
185
Venturi Wealth Management
Texas
$595K
HF
186
HRT Financial
New York
$581K
FLPIM
187
F.L. Putnam Investment Management
Massachusetts
$579K
PSP
188
Principal Street Partners
Tennessee
$570K
AHL
189
Abel Hall LLC
Louisiana
$561K
Chevy Chase Trust
190
Chevy Chase Trust
Maryland
$559K
Schroder Investment Management Group
191
Schroder Investment Management Group
United Kingdom
$555K
NRC
192
New Republic Capital
North Carolina
$554K
Pzena Investment Management
193
Pzena Investment Management
New York
$550K
SWP
194
Sagespring Wealth Partners
Tennessee
$550K
SCM
195
Shelton Capital Management
Colorado
$542K
SP
196
SmartHarvest Portfolios
Washington
$541K
HFS
197
Hantz Financial Services
Michigan
$535K
Squarepoint
198
Squarepoint
New York
$528K
ACA
199
Atlas Capital Advisors
Wyoming
$522K
MFG
200
Merit Financial Group
Georgia
$515K