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Sumitomo Mitsui Financial

422 hedge funds and large institutions have $2.24B invested in Sumitomo Mitsui Financial in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 192 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 91

97% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 38

18% more capital invested

Capital invested by funds: $1.89B → $2.24B (+$347M)

7% more funds holding

Funds holding: 395422 (+27)

0.04% more ownership

Funds ownership: 1.76%1.8% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
422
Holders Change
+27
Holders Change %
+6.84%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
75
Increased
192
Reduced
91
Closed
38
Calls
$60.4M
Puts
Net Calls
+$60.4M
Net Calls Change
+$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$416M +$7.01M +404,435 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$237M +$25.6M +1,475,357 +14%
Goldman Sachs
3
Goldman Sachs
New York
$213M +$2.9M +167,090 +2%
BlackRock
4
BlackRock
New York
$138M +$768K +44,335 +0.6%
Northern Trust
5
Northern Trust
Illinois
$118M +$6.17M +355,877 +6%
CCMG
6
Clark Capital Management Group
Pennsylvania
$79.4M -$646K -37,260 -0.9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$55.5M -$229K -13,221 -0.5%
American Century Companies
8
American Century Companies
Missouri
$45.3M +$5.31M +306,293 +15%
Wells Fargo
9
Wells Fargo
California
$41.6M +$338K +19,520 +0.9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$39.8M +$1.1M +63,250 +3%
Renaissance Technologies
11
Renaissance Technologies
New York
$37.2M -$6.23M -359,553 -16%
Fisher Asset Management
12
Fisher Asset Management
Washington
$31.8M +$2.12M +122,562 +8%
Bank of America
13
Bank of America
North Carolina
$29.5M +$1.47M +84,801 +6%
QCM
14
Quantinno Capital Management
New York
$26.5M +$4.22M +243,307 +22%
Jane Street
15
Jane Street
New York
$25.5M +$21.2M +1,220,821 +1,247%
CCM
16
Causeway Capital Management
California
$22.8M +$6.52M +376,371 +47%
CWP
17
Capital Wealth Planning
Florida
$21.1M +$5.14M +296,280 +38%
Invesco
18
Invesco
Georgia
$19.4M -$1.2M -69,116 -6%
Charles Schwab
19
Charles Schwab
California
$17.1M +$2.01M +115,702 +15%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$14.2M +$1.61M +93,024 +14%
UBS Group
21
UBS Group
Switzerland
$14.1M +$6.23M +359,394 +97%
AHC
22
Anderson Hoagland & Co
Missouri
$14.1M -$95K -5,478 -0.7%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$13.7M +$426K +24,596 +4%
JP Morgan Chase
24
JP Morgan Chase
New York
$13.7M +$3.01M +173,622 +32%
RAM
25
Ramirez Asset Management
New York
$13.7M +$423K +24,383 +4%