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Sumitomo Mitsui Financial

395 hedge funds and large institutions have $1.89B invested in Sumitomo Mitsui Financial in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 172 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,348% more call options, than puts

Call options by funds: $52.8M | Put options by funds: $321K

97% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 31

67% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 103

7% more funds holding

Funds holding: 370395 (+25)

5% more capital invested

Capital invested by funds: $1.8B → $1.89B (+$92.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.08% less ownership

Funds ownership: 1.84%1.76% (-0.08%)

Holders
395
Holders Change
+25
Holders Change %
+6.76%
% of All Funds
5.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
61
Increased
172
Reduced
103
Closed
31
Calls
$52.8M
Puts
$321K
Net Calls
+$52.5M
Net Calls Change
+$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
201
Arax Advisory Partners
Colorado
$376K +$300K +18,735 +501%
NWAG
202
Net Worth Advisory Group
Utah
$370K -$14.4K -899 -4%
VFA
203
Valeo Financial Advisors
Indiana
$362K +$16.9K +1,057 +5%
EL
204
EWA LLC
Pennsylvania
$360K +$2.79K +174 +0.8%
Squarepoint
205
Squarepoint
New York
$358K +$65.2K +4,073 +24%
DWM
206
Drive Wealth Management
Utah
$356K +$5.13K +320 +2%
PCIA
207
Prime Capital Investment Advisors
Kansas
$345K +$128 +8 +0%
PAG
208
Private Advisor Group
New Jersey
$340K +$10.5K +657 +3%
Walleye Trading
209
Walleye Trading
New York
$333K -$9.88K -617 -3%
FAFN
210
First Affirmative Financial Network
Colorado
$332K -$11.6K -726 -4%
GIC
211
Generali Investments CEE
Czech Republic
$331K
KCM
212
Kathmere Capital Management
Pennsylvania
$318K +$132K +8,250 +77%
William Blair & Company
213
William Blair & Company
Illinois
$318K +$304K +19,001 New
SMA
214
Sage Mountain Advisors
Georgia
$314K +$8.59K +536 +3%
BFG
215
Bleakley Financial Group
New Jersey
$313K +$6.26K +391 +2%
Kovitz Investment Group Partners
216
Kovitz Investment Group Partners
Illinois
$312K +$97.4K +6,080 +48%
BHPW
217
Beverly Hills Private Wealth
California
$306K +$68.3K +4,263 +30%
HFS
218
Hantz Financial Services
Michigan
$300K +$216K +13,467 +302%
JFG
219
Jefferies Financial Group
New York
$299K -$3.28K -205 -1%
SC
220
Savant Capital
Illinois
$295K +$1.36K +85 +0.5%
PCS
221
Personal CFO Solutions
New Jersey
$290K +$17.7K +1,104 +7%
KP
222
Keel Point
Alabama
$287K +$7.72K +482 +3%
TPI
223
Trust Point Inc
Wisconsin
$281K +$76.9K +4,799 +40%
HAG
224
HighPoint Advisor Group
Illinois
$281K +$9.71K +606 +4%
SGI
225
Summit Global Investments
Utah
$278K -$255K -15,905 -49%

SMFG Hedge Fund Activity: Q3 2025 in Review

395 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2025, worth a combined $1.89B — up 5.1% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SMFG positions and 31 closed out — a net gain of 30 holders — while 172 added to existing stakes and 103 trimmed.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $21.9M. The largest seller was Morgan Stanley, cutting an estimated $162M.

  • 395 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2025, up from 370 in Q2 2025.
  • Funds reported $1.89B of Sumitomo Mitsui Financial stock for Q3 2025, up 5.1% quarter-over-quarter.
  • 61 funds opened new Sumitomo Mitsui Financial positions in Q3 2025 and 31 closed out, a net change of +30 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2025 was Toronto Dominion Bank, an estimated $21.9M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2025 was Morgan Stanley, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2025.