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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

368 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+12
Holders Change %
+3.37%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
54
Increased
152
Reduced
116
Closed
31
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$14.8M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$20.5M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$8.19M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$8.56M
5
MCM
5
Massar Capital Management
Connecticut
$7.56M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$472M
2
Goldman Sachs
2
Goldman Sachs
New York
$161M
3
UBS Group
3
UBS Group
Switzerland
$7M
4
SAM
4
Silvercrest Asset Management
New York
$0
5
BIMC
5
Benson Investment Management Company
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
201
Valeo Financial Advisors
Indiana
$311K +$7.3K +483 +2%
Walleye Trading
202
Walleye Trading
New York
$310K +$310K +20,507 New
GIC
203
Generali Investments CEE
Czech Republic
$299K – – –
PAG
204
Private Advisor Group
New Jersey
$297K -$28.7K -1,897 -9%
Lido Advisors
205
Lido Advisors
California
$291K -$537 -35 -0.2%
SFS
206
Sowell Financial Services
Arkansas
$283K +$16.5K +1,094 +6%
SSC
207
Syverson Strege & Co
Iowa
$282K +$282K +18,660 New
BFG
208
Bleakley Financial Group
New Jersey
$277K +$1.9K +126 +0.7%
SMA
209
Sage Mountain Advisors
Georgia
$276K -$23.6K -1,560 -8%
WRPWM
210
Werba Rubin Papier Wealth Management
California
$273K +$13.1K +864 +5%
JFG
211
Jefferies Financial Group
New York
$273K -$14.4K -955 -5%
MWM
212
Modern Wealth Management
Kansas
$270K -$12.7K -841 -4%
BWP
213
BSW Wealth Partners
Colorado
$270K -$27.3K -1,809 -9%
OAM
214
Oppenheimer Asset Management
New York
$267K +$267K +17,686 New
Squarepoint
215
Squarepoint
New York
$261K -$281K -18,606 -52%
RWA
216
Redhawk Wealth Advisors
Minnesota
$259K -$820K -54,279 -76%
UB
217
UMB Bank
Missouri
$255K -$127K -8,383 -33%
WPC
218
Wedmont Private Capital
Pennsylvania
$252K -$3.24K -218 -1%
KP
219
Keel Point
Alabama
$252K +$5.46K +361 +2%
TFA
220
Transamerica Financial Advisors
Florida
$251K +$28.1K +1,859 +13%
PCS
221
Personal CFO Solutions
New Jersey
$245K +$26K +1,724 +12%
HAG
222
HighPoint Advisor Group
Illinois
$244K +$665 +44 +0.3%
VAS
223
Vestmark Advisory Solutions
Massachusetts
$242K +$242K +16,024 New
AC
224
AlphaCore Capital
California
$240K +$240K +15,912 New
AWM
225
Aprio Wealth Management
Georgia
$240K -$72.6K -4,806 -23%
7 8
9
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