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Sumitomo Mitsui Financial

347 hedge funds and large institutions have $1.49B invested in Sumitomo Mitsui Financial in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 149 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,702% more call options, than puts

Call options by funds: $50.6M | Put options by funds: $395K

75% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 28

49% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 100

28% more capital invested

Capital invested by funds: $1.16B → $1.49B (+$327M)

5% more funds holding

Funds holding: 332347 (+15)

4.54% less ownership

Funds ownership: 7.15%2.61% (-4.5%)

Holders
347
Holders Change
+15
Holders Change %
+4.52%
% of All Funds
4.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
49
Increased
149
Reduced
100
Closed
28
Calls
$50.6M
Puts
$395K
Net Calls
+$50.2M
Net Calls Change
+$5.56M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
201
Cresset Asset Management
Illinois
$238K -$2.27M -165,492 -91%
EWA
202
EverSource Wealth Advisors
Alabama
$236K +$193K +14,016 +609%
AWM
203
Apollon Wealth Management
South Carolina
$236K +$13.9K +1,015 +7%
SA
204
Shilanski & Associates
Alaska
$235K -$11.8K -858 -5%
VFA
205
Valeo Financial Advisors
Indiana
$231K +$179 +13 +0.1%
WPC
206
Wedmont Private Capital
Pennsylvania
$231K +$3.06K +223 +1%
HAG
207
HighPoint Advisor Group
Illinois
$231K +$1.52K +111 +0.7%
DAS
208
Diversify Advisory Services
Utah
$230K +$2.71K +197 +1%
TFA
209
Transamerica Financial Advisors
Florida
$225K +$39.8K +2,897 +23%
KP
210
Keel Point
Alabama
$224K -$18.3K -1,330 -8%
SFS
211
Sowell Financial Services
Arkansas
$218K +$206K +15,015 New
PCS
212
Personal CFO Solutions
New Jersey
$214K -$1.85K -135 -0.9%
SWP
213
Sagespring Wealth Partners
Tennessee
$214K +$202K +14,741 New
WI
214
WrapManager Inc
California
$212K +$16.3K +1,190 +9%
AWM
215
Aprio Wealth Management
Georgia
$207K +$33.8K +2,461 +21%
BHPW
216
Beverly Hills Private Wealth
California
$206K -$5.3K -386 -3%
WIA
217
World Investment Advisors
California
$205K +$42.4K +3,090 +28%
State Street
218
State Street
Massachusetts
$202K
CH
219
Cromwell Holdings
Wyoming
$201K
AWS
220
Atria Wealth Solutions
New York
$199K +$188K +13,710 New
Commonwealth Equity Services
221
Commonwealth Equity Services
Massachusetts
$198K +$2.64K +192 +1%
ACC
222
Acorn Creek Capital
Colorado
$195K +$55 +4 +0%
Focus Partners Wealth
223
Focus Partners Wealth
Massachusetts
$195K +$27.9K +2,033 +18%
NRC
224
New Republic Capital
North Carolina
$195K -$26.4K -1,922 -13%
CCM
225
Causeway Capital Management
California
$193K -$38.1K -2,771 -17%

SMFG Hedge Fund Activity: Q4 2024 in Review

347 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2024, worth a combined $1.49B — up 28% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SMFG positions and 28 closed out — a net gain of 21 holders — while 149 added to existing stakes and 100 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $101M. The largest seller was Arrowstreet Capital, cutting an estimated $18.4M.

  • 347 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2024, up from 332 in Q3 2024.
  • Funds reported $1.49B of Sumitomo Mitsui Financial stock for Q4 2024, up 28% quarter-over-quarter.
  • 49 funds opened new Sumitomo Mitsui Financial positions in Q4 2024 and 28 closed out, a net change of +21 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q4 2024 was Morgan Stanley, an estimated $101M added.
  • The largest Sumitomo Mitsui Financial seller in Q4 2024 was Arrowstreet Capital, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2024.