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Sumitomo Mitsui Financial

371 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,571% more call options, than puts

Call options by funds: $49.2M | Put options by funds: $642K

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

27% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 118

3% more funds holding

Funds holding: 359371 (+12)

1% less capital invested

Capital invested by funds: $1.81B → $1.8B (-$11M)

1.18% less ownership

Funds ownership: 3.02%1.84% (-1.2%)

Holders
371
Holders Change
+12
Holders Change %
+3.34%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
150
Reduced
118
Closed
34
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Trading
201
Walleye Trading
New York
$310K +$295K +20,507 New
GIC
202
Generali Investments CEE
Czech Republic
$299K
PAG
203
Private Advisor Group
New Jersey
$297K -$27.3K -1,897 -9%
Lido Advisors
204
Lido Advisors
California
$291K -$503 -35 -0.2%
MWM
205
Modern Wealth Management
Kansas
$283K +$345 +24 +0.1%
SFS
206
Sowell Financial Services
Arkansas
$283K +$15.7K +1,094 +6%
SSC
207
Syverson Strege & Co
Iowa
$282K +$268K +18,660 New
BFG
208
Bleakley Financial Group
New Jersey
$277K +$1.81K +126 +0.7%
SMA
209
Sage Mountain Advisors
Georgia
$276K -$22.4K -1,560 -8%
WRPWM
210
Werba Rubin Papier Wealth Management
California
$273K +$12.4K +864 +5%
JFG
211
Jefferies Financial Group
New York
$273K -$13.7K -955 -5%
BWP
212
BSW Wealth Partners
Colorado
$270K -$26K -1,809 -9%
OAM
213
Oppenheimer Asset Management
New York
$267K +$254K +17,686 New
SC
214
Savant Capital
Illinois
$265K -$19K -1,319 -7%
Squarepoint
215
Squarepoint
New York
$261K -$268K -18,606 -52%
RWA
216
Redhawk Wealth Advisors
Minnesota
$259K -$781K -54,279 -76%
UB
217
UMB Bank
Missouri
$255K -$121K -8,383 -33%
WPC
218
Wedmont Private Capital
Pennsylvania
$252K -$3.13K -218 -1%
KP
219
Keel Point
Alabama
$252K +$5.19K +361 +2%
TFA
220
Transamerica Financial Advisors
Florida
$251K +$26.7K +1,859 +13%
PCS
221
Personal CFO Solutions
New Jersey
$245K +$24.8K +1,724 +12%
HAG
222
HighPoint Advisor Group
Illinois
$244K +$633 +44 +0.3%
VAS
223
Vestmark Advisory Solutions
Massachusetts
$242K +$230K +16,024 New
AC
224
AlphaCore Capital
California
$240K +$229K +15,912 New
AWM
225
Aprio Wealth Management
Georgia
$240K -$69.1K -4,806 -23%

SMFG Hedge Fund Activity: Q2 2025 in Review

371 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2025, worth a combined $1.8B — down 0.61% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SMFG positions and 34 closed out — a net gain of 21 holders — while 150 added to existing stakes and 118 trimmed.

The largest buyer was Millennium Management, adding an estimated $13.5M. The largest seller was Morgan Stanley, cutting an estimated $55.1M.

  • 371 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2025, up from 359 in Q1 2025.
  • Funds reported $1.8B of Sumitomo Mitsui Financial stock for Q2 2025, down 0.61% quarter-over-quarter.
  • 55 funds opened new Sumitomo Mitsui Financial positions in Q2 2025 and 34 closed out, a net change of +21 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2025 was Millennium Management, an estimated $13.5M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2025 was Morgan Stanley, an estimated $55.1M sold.

Based on aggregated 13F filings for Q2 2025.