Sumitomo Mitsui Financial Group is a publicly traded company on NYSE. As of Q3 2025, 367 institutional investors hold shares in this company, with total holdings valued at $1.8B. MORGAN STANLEY is the largest holder with a position valued at $353.8M.
Overview of institutional ownership in SMFG as of Q3 2025
Institutions with the largest positions in SMFG as of Q3 2025
| Institution | Position Value |
|---|---|
MORGAN STANLEY RIA/Wealth | $353.8M 0.02% of portfolio |
GOLDMAN SACHS GROUP INC Institution | $181.4M 0.03% of portfolio |
FMR LLC Institution | $180.3M 0.01% of portfolio |
B BlackRock, Inc. Institution | $119.1M 0.00% of portfolio |
NORTHERN TRUST CORP Institution | $96.1M 0.01% of portfolio |
Clark Capital Management Group, Inc. RIA/Wealth | $69.4M 0.43% of portfolio |
DIMENSIONAL FUND ADVISORS LP Long Only Manager | $48.3M 0.01% of portfolio |
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | $38.2M 0.05% of portfolio |
WELLS FARGO & COMPANY/MN Institution | $35.7M 0.01% of portfolio |
A AMERICAN CENTURY COMPANIES INC Institution | $34.1M 0.02% of portfolio |
Institutional buying and selling activity for SMFG in Q3 2025
| Institution | Net Bought |
|---|---|
TORONTO DOMINION BANK Institution | +$22.9M +1.4M shares |
FMR LLC Institution | +$18.2M +1.1M shares |
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy | +$14.0M +837.4K shares |
CAUSEWAY CAPITAL MANAGEMENT LLC Long Only Manager | +$8.4M +499.1K shares |
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy | +$8.2M +490.9K shares |
D D. E. Shaw & Co., Inc. Institution | +$7.4M +443.6K shares |
C Cubist Systematic Strategies, LLC Institution | +$5.9M +349.9K shares |
Q Qube Research & Technologies Ltd Institution | +$5.6M +334.4K shares |
A AMERICAN CENTURY COMPANIES INC Institution | +$4.9M +294.1K shares |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager | +$4.4M +264.3K shares |
| Institution | Net Sold |
|---|---|
MORGAN STANLEY RIA/Wealth | −$169.4M −10.1M shares |
Clark Capital Management Group, Inc. RIA/Wealth | −$39.7M −2.4M shares |
JPMORGAN CHASE & CO Institution | −$10.9M −653.1K shares |
BANK OF AMERICA CORP /DE/ Institution | −$8.0M −479.3K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$5.1M −307.3K shares |
A Advisor Group Holdings, Inc. Institution | −$3.1M −185.2K shares |
L LPL Financial LLC Institution | −$2.7M −161.0K shares |
QRG CAPITAL MANAGEMENT, INC. Long Only Manager | −$2.7M −158.7K shares |
Calamos Advisors LLC Long Only Manager | −$2.5M −168.1K shares |
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy | −$2.5M −150.4K shares |
Institutions that initiated new positions or completely exited SMFG in Q3 2025
| Institution | Position Value |
|---|---|
F FACTORY MUTUAL INSURANCE CO Institution | $3.2M 189.0K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $2.2M 131.5K shares |
A ABC ARBITRAGE SA Institution | $1.5M 92.4K shares |
N NEW YORK STATE COMMON RETIREMENT FUND Institution | $1.1M 65.4K shares |
Integrated Quantitative Investments LLC Long Only Manager | $1.1M 65.4K shares |
Cordatus Wealth Management LLC RIA/Wealth | $604.7K 36.1K shares |
LAZARD ASSET MANAGEMENT LLC Long Only Manager | $547.8K 32.7K shares |
Dynasty Wealth Management, LLC Fund of Funds | $236.5K 14.1K shares |
Brucke Financial, Inc. RIA/Wealth | $221.4K 13.6K shares |
a16z Perennial Management, L.P. Fund of Funds | $212.6K 12.7K shares |
| Institution | Previous Position |
|---|---|
Calamos Advisors LLC Long Only Manager | $2.5M 168.1K shares |
SELDON CAPITAL LP Hedge Fund•Multi-Strategy | $1.4M 92.9K shares |
Verition Fund Management LLC Hedge Fund•Multi-Strategy | $1.2M 80.5K shares |
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy | $955.2K 63.2K shares |
B Banco Santander, S.A. Institution | $697.2K 46.1K shares |
ICONIQ Capital, LLC Family Office | $551.7K 36.5K shares |
Massey, Quick & Co., LLC RIA/Wealth | $396.7K 26.3K shares |
Haven Private, LLC RIA/Wealth | $341.2K 22.6K shares |
Gladstone Institutional Advisory LLC RIA/Wealth | $333.1K 22.0K shares |
Pensionmark Financial Group, LLC Pension/Endowment | $211.5K 14.0K shares |
Institutions with the largest Call and Put options positions in SMFG as of Q3 2025
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $51.5M 30.8K contracts |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $887.2K 530.0 contracts |
Walleye Trading LLC RIA/Wealth | $381.7K 228.0 contracts |
J JANE STREET GROUP, LLC Institution | - - contracts |
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $314.7K 188.0 contracts |
Institutions with SMFG as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Ramirez Asset Management, Inc. Long Only Manager | 2.22% $11.5M |
Myriad Asset Management US LP Hedge Fund•Global Macro | 1.16% $2.0M |
ANDERSON HOAGLAND & CO RIA/Wealth | 1.10% $12.3M |
X XY Capital Ltd Institution | 1.03% $1.2M |
AUGUSTINE ASSET MANAGEMENT INC RIA/Wealth | 0.89% $4.4M |
Gilman Hill Asset Management, LLC RIA/Wealth | 0.58% $3.7M |
Clark Capital Management Group, Inc. RIA/Wealth | 0.43% $69.4M |
0.33% $2.5M | |
Integrated Quantitative Investments LLC Long Only Manager | 0.31% $1.1M |
Naviter Wealth, LLC RIA/Wealth | 0.31% $2.6M |
Discover hedge funds investing in SMFG

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $1.3B | 9.09% | |
ETF ETF | $440.9M | 3.08% | |
Unknown Unknown | $337.6M | 2.36% |
We use cookies for analytics. See our Privacy and Cookie Policy.