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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

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
+10
Holders Change %
+2.89%
% of All Funds
4.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
47
Increased
157
Reduced
101
Closed
30
Calls
$52.2M
Puts
$130K
Net Calls
+$52.1M
Net Calls Change
+$1.95M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$176M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.4M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$8.33M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$5.25M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$6.03M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.93M
3
Jane Street
Jane Street
New York
-$5.62M
4
LG
Leuthold Group
Minnesota
-$4.33M
5
WA
Whipplewood Advisors
Colorado
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
201
HB Wealth Management
Georgia
$283K +$91K +5,885 +47%
Focus Partners Wealth
202
Focus Partners Wealth
Massachusetts
$282K +$74.2K +4,799 +36%
BFG
203
Bleakley Financial Group
New Jersey
$281K +$14.1K +909 +5%
SFS
204
Sowell Financial Services
Arkansas
$272K +$40K +2,590 +17%
CA
205
Claro Advisors
Massachusetts
$271K +$16.7K +1,079 +7%
BTI
206
Blue Trust Inc
Georgia
$270K +$79.4K +5,137 +42%
WRPWM
207
Werba Rubin Papier Wealth Management
California
$266K -$36.2K -2,340 -12%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$258K +$2.64K +171 +1%
LFA
209
Legacy Financial Advisors
Kentucky
$256K +$60.3K +3,900 +31%
KP
210
Keel Point
Alabama
$252K +$12.8K +829 +5%
MOS
211
MGO One Seven
Ohio
$248K -$7.02K -454 -3%
CAM
212
Cresset Asset Management
Illinois
$240K -$17.3K -1,106 -7%
WFI
213
West Family Investments
California
$237K -$179K -11,575 -43%
AG
214
Ascent Group
Virginia
$235K +$235K +15,205 New
HAG
215
HighPoint Advisor Group
Illinois
$231K +$5.46K +381 +2%
SW
216
SVB Wealth
Massachusetts
$230K -$86.6K -5,603 -27%
TFA
217
Transamerica Financial Advisors
Florida
$228K -$11.6K -747 -5%
CIA
218
Choate Investment Advisors
Massachusetts
$227K +$59.9K +3,875 +36%
CGA
219
Channing Global Advisors
Florida
$227K +$23.9K +1,548 +12%
DWM
220
Dakota Wealth Management
Florida
$226K +$226K +14,638 New
SA
221
Shilanski & Associates
Alaska
$226K -$24.1K -1,557 -10%
KCM
222
Kathmere Capital Management
Pennsylvania
$226K +$226K +14,590 New
BHPW
223
Beverly Hills Private Wealth
California
$225K +$4.48K +290 +2%
PCS
224
Personal CFO Solutions
New Jersey
$224K -$4.14K -268 -2%
KAS
225
Kestra Advisory Services
Texas
$222K -$274K -17,744 -55%
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