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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

368 hedge funds and large institutions have $1.8B invested in Sumitomo Mitsui Financial in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+12
Holders Change %
+3.37%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
54
Increased
152
Reduced
116
Closed
31
Calls
$49.2M
Puts
$642K
Net Calls
+$48.6M
Net Calls Change
-$3.51M

Top Buyers

1
Millennium Management
Millennium Management
New York
$14.8M
2
Fisher Asset Management
Fisher Asset Management
Washington
$20.5M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$8.19M
4
Osaic Holdings
Osaic Holdings
Arizona
$8.56M
5
MCM
Massar Capital Management
Connecticut
$7.56M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$472M
2
Goldman Sachs
Goldman Sachs
New York
$161M
3
UBS Group
UBS Group
Switzerland
$7M
4
SAM
Silvercrest Asset Management
New York
$0
5
BIMC
Benson Investment Management Company
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$472M -$57.9M -3,828,867 -11%
Goldman Sachs
2
Goldman Sachs
New York
$161M -$9.05M -598,959 -5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$146M +$655K +43,380 +0.4%
BlackRock
4
BlackRock
New York
$104M -$1.42M -93,752 -1%
CCMG
5
Clark Capital Management Group
Pennsylvania
$98.5M +$324K +21,412 +0.3%
Northern Trust
6
Northern Trust
Illinois
$84.5M +$6.14M +406,348 +8%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$43.5M -$134K -8,900 -0.3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$34.8M +$5.73M +378,909 +20%
Renaissance Technologies
9
Renaissance Technologies
New York
$31.3M +$6.47M +428,303 +26%
Wells Fargo
10
Wells Fargo
California
$30.5M +$419K +27,701 +1%
Bank of America
11
Bank of America
North Carolina
$29M +$1.23M +81,103 +4%
American Century Companies
12
American Century Companies
Missouri
$26.3M +$2.08M +137,470 +9%
Fisher Asset Management
13
Fisher Asset Management
Washington
$20.5M +$11.9M +785,443 +137%
Natixis Advisors
14
Natixis Advisors
Massachusetts
$18.1M -$3.61M -238,695 -17%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$18M +$15.5K +1,026 +0.1%
Millennium Management
16
Millennium Management
New York
$14.8M +$14.2M +940,790 +2,626%
Invesco
17
Invesco
Georgia
$14.6M +$704K +46,576 +5%
QCM
18
Quantinno Capital Management
New York
$13.9M +$2.94M +194,787 +27%
AHC
19
Anderson Hoagland & Co
Missouri
$11.9M -$650K -43,007 -5%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$9.8M -$253K -16,722 -3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$9.65M -$488K -32,278 -5%
Charles Schwab
22
Charles Schwab
California
$9.54M +$786K +52,033 +9%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$9.42M +$681K +45,077 +8%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$9.07M -$474K -31,340 -5%
CWP
25
Capital Wealth Planning
Florida
$9.03M +$4.92M +325,767 +120%
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