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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

346 hedge funds and large institutions have $1.49B invested in Sumitomo Mitsui Financial in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 149 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+14
Holders Change %
+4.22%
% of All Funds
4.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
149
Reduced
100
Closed
28
Calls
$50.6M
Puts
$395K
Net Calls
+$50.2M
Net Calls Change
+$5.56M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$343M
2
Northern Trust
2
Northern Trust
Illinois
$72.9M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$92.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$121M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$10.8M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$5.93M
2
Wells Fargo
2
Wells Fargo
California
$30.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$14.7M
4
Invesco
4
Invesco
Georgia
$14.7M
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$2.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
201
Cresset Asset Management
Illinois
$238K -$2.4M -165,492 -91%
EWA
202
EverSource Wealth Advisors
Alabama
$236K +$203K +14,016 +609%
AWM
203
Apollon Wealth Management
South Carolina
$236K +$14.7K +1,015 +7%
SA
204
Shilanski & Associates
Alaska
$235K -$12.4K -858 -5%
VFA
205
Valeo Financial Advisors
Indiana
$231K +$188 +13 +0.1%
WPC
206
Wedmont Private Capital
Pennsylvania
$231K +$3.15K +223 +1%
HAG
207
HighPoint Advisor Group
Illinois
$231K +$1.63K +111 +0.7%
DAS
208
Diversify Advisory Services
Utah
$230K +$2.78K +197 +1%
TFA
209
Transamerica Financial Advisors
Florida
$225K +$42.1K +2,897 +23%
KP
210
Keel Point
Alabama
$224K -$19.3K -1,330 -8%
SFS
211
Sowell Financial Services
Arkansas
$218K +$218K +15,015 New
PCS
212
Personal CFO Solutions
New Jersey
$214K -$1.96K -135 -0.9%
SWP
213
Sagespring Wealth Partners
Tennessee
$214K +$214K +14,741 New
WI
214
WrapManager Inc
California
$212K +$17.2K +1,190 +9%
AWM
215
Aprio Wealth Management
Georgia
$207K +$35.7K +2,461 +21%
BHPW
216
Beverly Hills Private Wealth
California
$206K -$5.59K -386 -3%
WIA
217
World Investment Advisors
California
$205K +$44.8K +3,090 +28%
State Street
218
State Street
Massachusetts
$202K – – –
CH
219
Cromwell Holdings
Wyoming
$201K – – –
AWS
220
Atria Wealth Solutions
New York
$199K +$199K +13,710 New
Commonwealth Equity Services
221
Commonwealth Equity Services
Massachusetts
$198K +$2.78K +192 +1%
ACC
222
Acorn Creek Capital
Colorado
$195K +$58 +4 +0%
Focus Partners Wealth
223
Focus Partners Wealth
Massachusetts
$195K +$29.5K +2,033 +18%
NRC
224
New Republic Capital
North Carolina
$195K -$27.9K -1,922 -13%
CCM
225
Causeway Capital Management
California
$193K -$40.2K -2,771 -17%
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9
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