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Sumitomo Mitsui Financial

371 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,571% more call options, than puts

Call options by funds: $49.2M | Put options by funds: $642K

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

27% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 118

3% more funds holding

Funds holding: 359371 (+12)

1% less capital invested

Capital invested by funds: $1.81B → $1.8B (-$11M)

1.18% less ownership

Funds ownership: 3.02%1.84% (-1.2%)

Holders
371
Holders Change
+12
Holders Change %
+3.34%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
150
Reduced
118
Closed
34
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$472M -$55.1M -3,828,867 -11%
Goldman Sachs
2
Goldman Sachs
New York
$161M -$8.61M -598,959 -5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$146M +$624K +43,380 +0.4%
BlackRock
4
BlackRock
New York
$104M -$1.35M -93,752 -1%
CCMG
5
Clark Capital Management Group
Pennsylvania
$98.5M +$308K +21,412 +0.3%
Northern Trust
6
Northern Trust
Illinois
$84.5M +$5.84M +406,348 +8%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$43.5M -$128K -8,900 -0.3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$34.8M +$5.45M +378,909 +20%
Renaissance Technologies
9
Renaissance Technologies
New York
$31.3M +$6.16M +428,303 +26%
Wells Fargo
10
Wells Fargo
California
$30.5M +$398K +27,701 +1%
Bank of America
11
Bank of America
North Carolina
$29M +$1.17M +81,103 +4%
American Century Companies
12
American Century Companies
Missouri
$26.3M +$1.98M +137,470 +9%
Fisher Asset Management
13
Fisher Asset Management
Washington
$20.5M +$11.3M +785,443 +137%
Natixis Advisors
14
Natixis Advisors
Massachusetts
$18.1M -$3.43M -238,695 -17%
JP Morgan Chase
15
JP Morgan Chase
New York
$18M +$14.8K +1,026 +0.1%
Millennium Management
16
Millennium Management
New York
$14.8M +$13.5M +940,790 +2,626%
Invesco
17
Invesco
Georgia
$14.6M +$670K +46,576 +5%
QCM
18
Quantinno Capital Management
New York
$13.9M +$2.8M +194,787 +27%
AHC
19
Anderson Hoagland & Co
Missouri
$11.9M -$618K -43,007 -5%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$9.8M -$240K -16,722 -3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$9.65M -$464K -32,278 -5%
Charles Schwab
22
Charles Schwab
California
$9.54M +$748K +52,033 +9%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$9.42M +$648K +45,077 +8%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$9.07M -$451K -31,340 -5%
CWP
25
Capital Wealth Planning
Florida
$9.03M +$4.68M +325,767 +120%

SMFG Hedge Fund Activity: Q2 2025 in Review

371 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2025, worth a combined $1.8B — down 0.61% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SMFG positions and 34 closed out — a net gain of 21 holders — while 150 added to existing stakes and 118 trimmed.

The largest buyer was Millennium Management, adding an estimated $13.5M. The largest seller was Morgan Stanley, cutting an estimated $55.1M.

  • 371 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2025, up from 359 in Q1 2025.
  • Funds reported $1.8B of Sumitomo Mitsui Financial stock for Q2 2025, down 0.61% quarter-over-quarter.
  • 55 funds opened new Sumitomo Mitsui Financial positions in Q2 2025 and 34 closed out, a net change of +21 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2025 was Millennium Management, an estimated $13.5M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2025 was Morgan Stanley, an estimated $55.1M sold.

Based on aggregated 13F filings for Q2 2025.