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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

356 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, 157 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+10
Holders Change %
+2.89%
% of All Funds
4.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
47
Increased
157
Reduced
101
Closed
30
Calls
$52.2M
Puts
$130K
Net Calls
+$52.1M
Net Calls Change
+$1.95M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$176M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.4M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$8.33M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$5.25M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$6.03M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.93M
3
Jane Street
Jane Street
New York
-$5.62M
4
LG
Leuthold Group
Minnesota
-$4.33M
5
WA
Whipplewood Advisors
Colorado
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$542M +$176M +11,387,943 +48%
Goldman Sachs
2
Goldman Sachs
New York
$174M +$829K +53,612 +0.5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$149M +$19.4M +1,257,396 +15%
BlackRock
4
BlackRock
New York
$108M -$54.6K -3,533 -0.1%
CCMG
5
Clark Capital Management Group
Pennsylvania
$100M +$1.73M +111,952 +2%
Northern Trust
6
Northern Trust
Illinois
$80.2M +$2.46M +159,320 +3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$44.6M -$211K -13,663 -0.5%
Wells Fargo
8
Wells Fargo
California
$30.8M -$1.4M -90,797 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$29.7M +$1.85M +119,818 +7%
Bank of America
10
Bank of America
North Carolina
$28.5M +$993K +64,225 +4%
Renaissance Technologies
11
Renaissance Technologies
New York
$25.4M +$492K +31,800 +2%
American Century Companies
12
American Century Companies
Missouri
$24.8M +$1.39M +89,792 +6%
Natixis Advisors
13
Natixis Advisors
Massachusetts
$22.3M +$8.33M +538,823 +60%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$18.4M +$2.7M +174,334 +17%
Invesco
15
Invesco
Georgia
$14.2M -$1.48M -95,646 -9%
UBS Group
16
UBS Group
Switzerland
$13.9M +$3.57M +230,787 +35%
QCM
17
Quantinno Capital Management
New York
$11.2M +$2.47M +159,965 +28%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$10.4M -$1.16M -75,163 -10%
AHC
19
Anderson Hoagland & Co
Missouri
$10.2M -$101K -8,243 -1%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$10M +$1.35M +89,464 +16%
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$9.77M +$577K +37,337 +6%
Charles Schwab
22
Charles Schwab
California
$8.96M +$1.49M +96,494 +20%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$8.94M -$40.5K -2,622 -0.5%
Fisher Asset Management
24
Fisher Asset Management
Washington
$8.84M +$6M +387,921 +211%
Creative Planning
25
Creative Planning
Kansas
$8.84M +$1.46M +94,319 +20%
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