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Sumitomo Mitsui Financial

422 hedge funds and large institutions have $2.24B invested in Sumitomo Mitsui Financial in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 192 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 91

97% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 38

18% more capital invested

Capital invested by funds: $1.89B → $2.24B (+$347M)

7% more funds holding

Funds holding: 395422 (+27)

0.04% more ownership

Funds ownership: 1.76%1.8% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
422
Holders Change
+27
Holders Change %
+6.84%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
75
Increased
192
Reduced
91
Closed
38
Calls
$60.4M
Puts
Net Calls
+$60.4M
Net Calls Change
+$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
201
Bridgewater Advisors
New York
$513K +$9.19K +530 +2%
BFG
202
Bleakley Financial Group
New Jersey
$506K +$130K +7,483 +40%
TW
203
Traveka Wealth
California
$505K +$6.46K +373 +1%
VFA
204
Valeo Financial Advisors
Indiana
$482K +$56.8K +3,279 +15%
DWM
205
Drive Wealth Management
Utah
$472K +$54.4K +3,137 +15%
FOA
206
Five Oceans Advisors
California
$472K
FFA
207
Farther Finance Advisors
California
$470K +$166K +9,566 +65%
SI
208
Seeds Investor
New York
$460K -$21K -1,210 -5%
SC
209
Savant Capital
Illinois
$459K +$106K +6,102 +35%
NWAG
210
Net Worth Advisory Group
Utah
$447K +$18K +1,038 +5%
Qube Research & Technologies (QRT)
211
Qube Research & Technologies (QRT)
United Kingdom
$444K -$10.9M -628,904 -96%
Lido Advisors
212
Lido Advisors
California
$441K +$2.44K +141 +0.6%
BTI
213
Blue Trust Inc
Georgia
$420K -$35.1K -2,024 -9%
EL
214
EWA LLC
Pennsylvania
$420K +$4.04K +233 +1%
BWA
215
Basecamp Wealth Advisors
Washington
$419K +$376K +21,689 New
UBS AM
216
UBS AM
Illinois
$412K +$369K +21,290 New
JFG
217
Jefferies Financial Group
New York
$406K +$54.4K +3,141 +18%
PCIA
218
Prime Capital Investment Advisors
Kansas
$404K +$4.84K +279 +1%
PAG
219
Private Advisor Group
New Jersey
$404K +$10.1K +582 +3%
CGA
220
Channing Global Advisors
Florida
$403K +$75.1K +4,335 +26%
Millennium Management
221
Millennium Management
New York
$402K -$18.5M -1,064,600 -98%
EPW
222
Evolve Private Wealth
California
$384K +$345K +19,890 New
GIC
223
Generali Investments CEE
Czech Republic
$383K
TPI
224
Trust Point Inc
Wisconsin
$380K +$48.9K +2,819 +17%
Acadian Asset Management
225
Acadian Asset Management
Massachusetts
$372K -$334K -19,290 -50%