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Sumitomo Mitsui Financial

439 hedge funds and large institutions have $2.44B invested in Sumitomo Mitsui Financial in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 202 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $45.8M | Put options by funds: $11.2M

89% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 107

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

9% more capital invested

Capital invested by funds: $2.24B → $2.44B (+$203M)

4% more funds holding

Funds holding: 422439 (+17)

0.14% more ownership

Funds ownership: 1.8%1.94% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
439
Holders Change
+17
Holders Change %
+4.03%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
61
Increased
202
Reduced
107
Closed
34
Calls
$45.8M
Puts
$11.2M
Net Calls
+$34.5M
Net Calls Change
-$25.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$453M +$29.8M +1,417,232 +7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$248M +$6.76M +321,634 +3%
Goldman Sachs
3
Goldman Sachs
New York
$211M -$6.21M -295,836 -3%
BlackRock
4
BlackRock
New York
$152M +$11M +523,826 +7%
Northern Trust
5
Northern Trust
Illinois
$122M +$1.9M +90,650 +1%
CCMG
6
Clark Capital Management Group
Pennsylvania
$74.7M -$6.79M -323,465 -8%
Fisher Asset Management
7
Fisher Asset Management
Washington
$63.1M +$32.6M +1,549,930 +94%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$61M +$4.58M +217,929 +8%
American Century Companies
9
American Century Companies
Missouri
$59.4M +$14M +665,903 +28%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$43.5M +$3M +142,969 +7%
Wells Fargo
11
Wells Fargo
California
$42.7M +$183K +8,715 +0.4%
Bank of America
12
Bank of America
North Carolina
$36.5M +$6.7M +319,140 +21%
Renaissance Technologies
13
Renaissance Technologies
New York
$34.5M -$3.68M -175,245 -9%
FWCM
14
Ferguson Wellman Capital Management
Oregon
$33.8M +$36M +1,711,455 New
QCM
15
Quantinno Capital Management
New York
$31.9M +$5.15M +245,231 +18%
CWP
16
Capital Wealth Planning
Florida
$25.8M +$4.68M +222,610 +21%
CCM
17
Causeway Capital Management
California
$25M +$1.89M +89,974 +8%
Jane Street
18
Jane Street
New York
$24.6M -$1.55M -73,850 -6%
Charles Schwab
19
Charles Schwab
California
$21.5M +$4.28M +203,616 +23%
JP Morgan Chase
20
JP Morgan Chase
New York
$17.5M +$4.35M +207,250 +29%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$16.9M +$2.48M +118,132 +16%
AQR Capital Management
22
AQR Capital Management
Connecticut
$16.7M +$4.21M +200,465 +31%
Creative Planning
23
Creative Planning
Kansas
$15.1M +$2.14M +101,762 +15%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$14.6M +$1.01M +48,191 +7%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$14.6M +$602K +28,651 +4%