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Sumitomo Mitsui Financial

439 hedge funds and large institutions have $2.44B invested in Sumitomo Mitsui Financial in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 202 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $45.8M | Put options by funds: $11.2M

89% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 107

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

9% more capital invested

Capital invested by funds: $2.24B → $2.44B (+$203M)

4% more funds holding

Funds holding: 422439 (+17)

0.14% more ownership

Funds ownership: 1.8%1.94% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
439
Holders Change
+17
Holders Change %
+4.03%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
61
Increased
202
Reduced
107
Closed
34
Calls
$45.8M
Puts
$11.2M
Net Calls
+$34.5M
Net Calls Change
-$25.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
176
Gallacher Capital Management
Colorado
$684K +$4.77K +227 +0.7%
SRC
177
Sage Rhino Capital
California
$671K -$3.02K -144 -0.4%
FLPIM
178
F.L. Putnam Investment Management
Massachusetts
$665K +$77.9K +3,708 +12%
PWPS
179
Pinnacle Wealth Planning Services
Ohio
$658K -$82.6K -3,932 -11%
Lido Advisors
180
Lido Advisors
California
$652K +$154K +7,345 +29%
EWA
181
EverSource Wealth Advisors
Alabama
$648K +$41.4K +1,972 +6%
WHG
182
Westwood Holdings Group
Texas
$648K
MG
183
Mather Group
Illinois
$645K
Pzena Investment Management
184
Pzena Investment Management
New York
$643K +$85.6K +4,075 +14%
TAFW
185
Tred Avon Family Wealth
Maryland
$626K -$118K -5,639 -15%
Lazard Asset Management
186
Lazard Asset Management
New York
$624K -$5.36K -255 -0.8%
NW
187
NewEdge Wealth
Pennsylvania
$593K -$129K -6,131 -17%
SWP
188
Sagespring Wealth Partners
Tennessee
$586K +$25.8K +1,227 +4%
BPA
189
Beacon Pointe Advisors
California
$585K +$402K +19,155 +183%
PSP
190
Principal Street Partners
Tennessee
$582K
JFG
191
Jefferies Financial Group
New York
$580K +$177K +8,408 +40%
SC
192
Savant Capital
Illinois
$580K +$119K +5,642 +24%
MFG
193
Merit Financial Group
Georgia
$574K +$50.8K +2,418 +9%
AC
194
AXQ Capital
New Jersey
$571K +$608K +28,928 New
BA
195
Bridgewater Advisors
New York
$564K +$13K +618 +3%
LP
196
LMR Partners
United Kingdom
$563K +$599K +28,506 New
GWP
197
Gateway Wealth Partners
Wisconsin
$563K +$599K +28,492 New
Chevy Chase Trust
198
Chevy Chase Trust
Maryland
$555K -$16.5K -787 -3%
Schroder Investment Management Group
199
Schroder Investment Management Group
United Kingdom
$536K -$420 -20 -0.1%
SP
200
SmartHarvest Portfolios
Washington
$535K -$19.2K -915 -3%