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Sumitomo Mitsui Financial

439 hedge funds and large institutions have $2.44B invested in Sumitomo Mitsui Financial in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 202 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $45.8M | Put options by funds: $11.2M

89% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 107

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

9% more capital invested

Capital invested by funds: $2.24B → $2.44B (+$203M)

4% more funds holding

Funds holding: 422439 (+17)

0.14% more ownership

Funds ownership: 1.8%1.94% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
439
Holders Change
+17
Holders Change %
+4.03%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
61
Increased
202
Reduced
107
Closed
34
Calls
$45.8M
Puts
$11.2M
Net Calls
+$34.5M
Net Calls Change
-$25.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
201
Burns Matteson Capital Management
New York
$534K +$257K +12,218 +83%
TW
202
Traveka Wealth
California
$528K +$12.9K +613 +2%
ET
203
Entropy Technologies
New York
$525K +$558K +26,573 New
DTL
204
Dynamic Technology Lab
Singapore
$521K +$554K +26,363 New
SCM
205
Shelton Capital Management
Colorado
$517K -$39.8K -1,896 -7%
KAS
206
Kestra Advisory Services
Texas
$494K +$323K +15,360 +159%
VCM
207
Voleon Capital Management
California
$494K +$229K +10,895 +77%
IWC
208
Integrated Wealth Concepts
Massachusetts
$489K +$287K +13,647 +123%
KCM
209
Kathmere Capital Management
Pennsylvania
$488K +$115K +5,497 +29%
SI
210
Seeds Investor
New York
$485K -$20.8K -992 -4%
FOA
211
Five Oceans Advisors
California
$482K
BFG
212
Bleakley Financial Group
New Jersey
$480K -$39.6K -1,883 -7%
TPI
213
Trust Point Inc
Wisconsin
$476K +$94K +4,476 +23%
NWAG
214
Net Worth Advisory Group
Utah
$451K -$6.26K -298 -1%
PAG
215
Private Advisor Group
New Jersey
$443K +$32.2K +1,532 +7%
SA
216
Sanctuary Advisors
Indiana
$434K +$136K +6,483 +42%
DWM
217
Drive Wealth Management
Utah
$430K -$55.5K -2,642 -11%
EL
218
EWA LLC
Pennsylvania
$429K +$399 +19 +0.1%
BWA
219
Basecamp Wealth Advisors
Washington
$428K
EPW
220
Evolve Private Wealth
California
$428K +$37.2K +1,772 +9%
QT
221
Quantbot Technologies
New York
$423K +$450K +21,420 New
FMI
222
Frec Markets Inc
California
$405K +$138K +6,565 +47%
FAFN
223
First Affirmative Financial Network
Colorado
$401K +$426K +20,279 New
GIC
224
Generali Investments CEE
Czech Republic
$391K
PCS
225
Personal CFO Solutions
New Jersey
$391K +$25.7K +1,223 +7%