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Sumitomo Mitsui Financial

395 hedge funds and large institutions have $1.89B invested in Sumitomo Mitsui Financial in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 172 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,348% more call options, than puts

Call options by funds: $52.8M | Put options by funds: $321K

97% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 31

67% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 103

7% more funds holding

Funds holding: 370395 (+25)

5% more capital invested

Capital invested by funds: $1.8B → $1.89B (+$92.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.08% less ownership

Funds ownership: 1.84%1.76% (-0.08%)

Holders
395
Holders Change
+25
Holders Change %
+6.76%
% of All Funds
5.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
61
Increased
172
Reduced
103
Closed
31
Calls
$52.8M
Puts
$321K
Net Calls
+$52.5M
Net Calls Change
+$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$354M -$162M -10,120,195 -32%
Goldman Sachs
2
Goldman Sachs
New York
$181M +$2.63M +164,346 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$180M +$17.4M +1,088,311 +11%
BlackRock
4
BlackRock
New York
$119M +$3.94M +245,755 +4%
Northern Trust
5
Northern Trust
Illinois
$96.1M +$2.37M +147,963 +3%
CCMG
6
Clark Capital Management Group
Pennsylvania
$69.4M -$38M -2,374,548 -36%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$48.3M +$145K +9,022 +0.3%
Renaissance Technologies
8
Renaissance Technologies
New York
$38.2M +$3.42M +213,297 +10%
Wells Fargo
9
Wells Fargo
California
$35.7M +$1.84M +114,675 +6%
American Century Companies
10
American Century Companies
Missouri
$34.1M +$4.71M +294,124 +17%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$33.4M -$4.92M -307,346 -13%
Fisher Asset Management
12
Fisher Asset Management
Washington
$25.5M +$2.68M +167,242 +12%
Bank of America
13
Bank of America
North Carolina
$24.1M -$7.68M -479,318 -25%
Toronto Dominion Bank
14
Toronto Dominion Bank
Ontario, Canada
$22.9M +$21.9M +1,370,000 New
QCM
15
Quantinno Capital Management
New York
$18.9M +$3.35M +209,065 +23%
Millennium Management
16
Millennium Management
New York
$18.2M +$1.74M +108,770 +11%
Invesco
17
Invesco
Georgia
$18M +$1.73M +107,701 +11%
Tudor Investment Corp
18
Tudor Investment Corp
Connecticut
$15.5M +$7.86M +490,891 +113%
Voloridge Investment Management
19
Voloridge Investment Management
Florida
$14M +$13.4M +837,396 New
CCM
20
Causeway Capital Management
California
$13.4M +$8M +499,107 +165%
CWP
21
Capital Wealth Planning
Florida
$13.2M +$3.03M +189,290 +32%
Charles Schwab
22
Charles Schwab
California
$12.9M +$2.23M +139,119 +22%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$12.8M +$2.3M +143,317 +23%
AHC
24
Anderson Hoagland & Co
Missouri
$12.3M -$894K -55,793 -7%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$11.9M +$7.11M +443,584 +165%

SMFG Hedge Fund Activity: Q3 2025 in Review

395 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2025, worth a combined $1.89B — up 5.1% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SMFG positions and 31 closed out — a net gain of 30 holders — while 172 added to existing stakes and 103 trimmed.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $21.9M. The largest seller was Morgan Stanley, cutting an estimated $162M.

  • 395 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2025, up from 370 in Q2 2025.
  • Funds reported $1.89B of Sumitomo Mitsui Financial stock for Q3 2025, up 5.1% quarter-over-quarter.
  • 61 funds opened new Sumitomo Mitsui Financial positions in Q3 2025 and 31 closed out, a net change of +30 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2025 was Toronto Dominion Bank, an estimated $21.9M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2025 was Morgan Stanley, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2025.