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Sumitomo Mitsui Financial

356 hedge funds and large institutions have $1.81B invested in Sumitomo Mitsui Financial in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 157 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$52.2M
Puts
$130K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
201
HB Wealth Management
Georgia
$283K
Focus Partners Wealth
202
Focus Partners Wealth
Massachusetts
$282K
BFG
203
Bleakley Financial Group
New Jersey
$281K
SFS
204
Sowell Financial Services
Arkansas
$272K
CA
205
Claro Advisors
Massachusetts
$271K
BTI
206
Blue Trust Inc
Georgia
$270K
WRPWM
207
Werba Rubin Papier Wealth Management
California
$266K
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$258K
LFA
209
Legacy Financial Advisors
Kentucky
$256K
KP
210
Keel Point
Alabama
$252K
MOS
211
MGO One Seven
Ohio
$248K
CAM
212
Cresset Asset Management
Illinois
$240K
WFI
213
West Family Investments
California
$237K
AG
214
Ascent Group
Virginia
$235K
HAG
215
HighPoint Advisor Group
Illinois
$231K
SW
216
SVB Wealth
Massachusetts
$230K
TFA
217
Transamerica Financial Advisors
Florida
$228K
CIA
218
Choate Investment Advisors
Massachusetts
$227K
CGA
219
Channing Global Advisors
Florida
$227K
DWM
220
Dakota Wealth Management
Florida
$226K
SA
221
Shilanski & Associates
Alaska
$226K
KCM
222
Kathmere Capital Management
Pennsylvania
$226K
BHPW
223
Beverly Hills Private Wealth
California
$225K
PCS
224
Personal CFO Solutions
New Jersey
$224K
KAS
225
Kestra Advisory Services
Texas
$222K