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Sumitomo Mitsui Financial

359 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, 156 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

40,091% more call options, than puts

Call options by funds: $52.2M | Put options by funds: $130K

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

22% more capital invested

Capital invested by funds: $1.49B → $1.81B (+$328M)

3% more funds holding

Funds holding: 348359 (+11)

0.41% more ownership

Funds ownership: 2.61%3.02% (+0.41%)

Holders
359
Holders Change
+11
Holders Change %
+3.16%
% of All Funds
4.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
47
Increased
156
Reduced
103
Closed
30
Calls
$52.2M
Puts
$130K
Net Calls
+$52.1M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$542M +$173M +11,387,943 +48%
Goldman Sachs
2
Goldman Sachs
New York
$174M +$815K +53,612 +0.5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$149M +$19.1M +1,257,396 +15%
BlackRock
4
BlackRock
New York
$108M -$53.7K -3,533 -0.1%
CCMG
5
Clark Capital Management Group
Pennsylvania
$100M +$1.7M +111,952 +2%
Northern Trust
6
Northern Trust
Illinois
$80.2M +$2.42M +159,320 +3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$44.6M -$208K -13,663 -0.5%
Wells Fargo
8
Wells Fargo
California
$30.8M -$1.38M -90,797 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$29.7M +$1.82M +119,818 +7%
Bank of America
10
Bank of America
North Carolina
$28.5M +$977K +64,225 +4%
Renaissance Technologies
11
Renaissance Technologies
New York
$25.4M +$484K +31,800 +2%
American Century Companies
12
American Century Companies
Missouri
$24.8M +$1.37M +89,792 +6%
Natixis Advisors
13
Natixis Advisors
Massachusetts
$22.3M +$8.2M +538,823 +60%
JP Morgan Chase
14
JP Morgan Chase
New York
$18.4M +$2.65M +174,334 +17%
Invesco
15
Invesco
Georgia
$14.2M -$1.45M -95,646 -9%
UBS Group
16
UBS Group
Switzerland
$13.9M +$3.51M +230,787 +35%
QCM
17
Quantinno Capital Management
New York
$11.2M +$2.43M +159,965 +28%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$10.4M -$1.14M -75,163 -10%
AHC
19
Anderson Hoagland & Co
Missouri
$10.2M -$125K -8,243 -1%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$10M +$1.36M +89,464 +16%
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$9.77M +$568K +37,337 +6%
Charles Schwab
22
Charles Schwab
California
$8.96M +$1.47M +96,494 +20%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$8.94M -$39.9K -2,622 -0.5%
Fisher Asset Management
24
Fisher Asset Management
Washington
$8.84M +$5.9M +387,921 +211%
Creative Planning
25
Creative Planning
Kansas
$8.84M +$1.43M +94,319 +20%

SMFG Hedge Fund Activity: Q1 2025 in Review

359 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2025, worth a combined $1.81B — up 22% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SMFG positions and 30 closed out — a net gain of 17 holders — while 156 added to existing stakes and 103 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $173M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $5.93M sold.

  • 359 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2025, up from 348 in Q4 2024.
  • Funds reported $1.81B of Sumitomo Mitsui Financial stock for Q1 2025, up 22% quarter-over-quarter.
  • 47 funds opened new Sumitomo Mitsui Financial positions in Q1 2025 and 30 closed out, a net change of +17 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2025 was Morgan Stanley, an estimated $173M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2025 was Arrowstreet Capital, an estimated $5.93M sold.

Based on aggregated 13F filings for Q1 2025.