Skip to main content

SUMITOMO MITSUI FINANCIAL GROUP, INC. hedge fund holdings

SMFGNYSE
$25.63+0.23 (+0.91% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

SMFG · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+56.3%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 202513893$146M$114M340Aug 14, 2025
Q3 202515986$157M$275M366Nov 14, 2025
Q4 202517377$183M$135M394Feb 14, 2026
Q1 202618989$253M$98M419May 15, 2026
Q2 202620183$357M$113M424Aug 14, 2026

Quarterly action breakdown

Q2 2026
424 filers
New position
53
$24.3M+1.03M sh
Increased
148
$333M+14.1M sh
Reduced
44
-$66.4M-2.82M sh
Out / sold
39
-$46.7M-1.98M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Fisher Asset Management, LLCAdded 96.79%+$73M$148M0.04%Aug 4, 2026
Calamos Advisors LLCAdded 333.26%+$14.6M$18.9M0.06%Jul 31, 2026
Quantinno Capital Management LPAdded 32.66%+$12.4M$50.5M0.06%Aug 13, 2026
CCM Investment Advisers LLCAdded 121.61%+$8.77M$16M1.24%Aug 12, 2026
Capital Wealth Planning, LLCAdded 27.13%+$8.35M$39.1M0.20%Aug 14, 2026
Massar Capital Management, LPSell 100%-$6.32M$00.00%Aug 14, 2026
Massachusetts Financial Services CoAdded 19.65%+$3.96M$24.1M0.01%Aug 3, 2026
Park Avenue Securities LLCNew Buy+$3.91M$3.91M0.02%Jul 20, 2026
Lee Johnson Capital Management, LLCNew Buy+$3.87M$3.87M1.21%Aug 7, 2026
XY Capital LtdSell 100%-$3.47M$00.00%Aug 11, 2026
Diversify Advisory Services, LLCNew Buy+$3.07M$3.07M0.05%Aug 10, 2026
Causeway Capital Management LLCAdded 9.89%+$2.96M$32.8M0.36%Aug 13, 2026
Natixis Advisors, LLCAdded 16.14%+$2.66M$19.2M0.02%Aug 14, 2026
Allianz SEAdded 46.40%+$2.43M$7.66M0.08%Aug 10, 2026
DV Equities, LLCSell 100%-$2.26M$00.00%Aug 14, 2026
Chilton Investment Co Inc.Reduce 87.90%-$2.25M$309K0.01%Aug 14, 2026
Voloridge Investment Management, LLCReduce 32.54%-$2.23M$4.62M0.02%Aug 14, 2026
Alphadyne Asset Management LPNew Buy+$1.95M$1.95M0.02%Aug 14, 2026
Myriad Asset Management Advisors LLCNew Buy+$1.94M$1.94M0.46%Jul 20, 2026
Assetmark, IncAdded 28.78%+$1.67M$7.48M0.01%Jul 30, 2026
Ninepoint Partners LPAdded 185.72%+$1.64M$2.52M0.19%Aug 11, 2026
Integrated Quantitative Investments LLCReduce 50.00%-$1.54M$1.54M0.25%Aug 14, 2026
MML Investors Services, LLCAdded 33.35%+$1.53M$6.1M0.01%Aug 7, 2026
QRG Capital Management, Inc.Added 18.25%+$1.49M$9.64M0.08%Jul 14, 2026
Ethic Inc.Added 14.89%+$1.41M$10.9M0.14%Jul 29, 2026
Clark Capital Management Group, Inc.Added 1.29%+$1.15M$90.3M0.49%Aug 11, 2026
Campbell & CO Investment Adviser LLCSell 100%-$1.15M$00.00%Aug 3, 2026
Ramirez Asset Management, Inc.Added 10.92%+$1.04M$10.5M1.10%Aug 13, 2026
Sequoia Financial Advisors, LLCReduce 28.52%-$1.03M$2.58M0.01%Jul 17, 2026
Yousif Capital Management, LLCReduce 79.83%-$1.02M$258K0.00%Jul 16, 2026
Abacus Wealth Partners, LLCReduce 69.37%-$1.01M$445K0.05%Jul 22, 2026
Dynasty Wealth Management, LLCAdded 241.48%+$995K$1.41M0.01%Aug 13, 2026
Evergreen Capital Management LLCAdded 37.86%+$964K$3.51M0.06%Jul 23, 2026
Vise Technologies, Inc.Added 18.90%+$930K$5.85M0.07%Aug 11, 2026
Sivia Capital Partners, LLCAdded 105.67%+$915K$1.78M0.22%Jul 23, 2026
Jain Global LLCReduce 57.36%-$891K$663K0.00%Aug 14, 2026
Naviter Wealth, LLCAdded 27.05%+$877K$4.12M0.37%Aug 7, 2026
Storgate, LLCAdded 172.25%+$698K$1.1M0.23%Aug 12, 2026
Eagle Global Advisors LLCAdded 8.84%+$613K$7.55M0.25%Jul 30, 2026
Flow Traders U.S. LLCNew Buy+$590K$590K0.02%Aug 14, 2026
Keybank National AssociationAdded 35.07%+$587K$2.26M0.01%Jul 28, 2026
Mgo One Seven LLCNew Buy+$578K$578K0.01%Jul 31, 2026
Axq Capital, LPSell 100%-$571K$00.00%Aug 6, 2026
Calamos Wealth Management LLCAdded 11.39%+$497K$4.87M0.15%Jul 31, 2026
Voleon Capital Management LPSell 100%-$494K$00.00%Aug 14, 2026
William Blair Investment Management, LLCReduce 24.20%-$434K$1.36M0.00%Aug 12, 2026
Xponance LLCNew Buy+$432K$432K0.00%Aug 10, 2026
CIBC Asset Management IncReduce 15.40%-$425K$2.33M0.01%Aug 3, 2026
Barometer Capital Management Inc.Added 13.16%+$394K$3.39M0.94%Aug 12, 2026
Graham Capital Management, L.P.New Buy+$378K$378K0.01%Aug 14, 2026
Empowered Funds, LLCNew Buy+$373K$373K0.00%Aug 17, 2026
Cibc World Market Inc.Reduce 3.47%-$370K$10.3M0.02%Aug 13, 2026
Gallacher Capital Management LLCReduce 43.10%-$352K$465K0.26%Jul 17, 2026
Beverly Hills Private Wealth, LLCSell 100%-$339K$00.00%Aug 7, 2026
GC Wealth Management RIA, LLCAdded 80.37%+$292K$655K0.04%Jul 16, 2026
Pure Financial Advisors, LLCNew Buy+$288K$288K0.00%Aug 17, 2026
Keebeck Wealth ManagementNew Buy+$288K$288K0.03%Aug 11, 2026
Jackson Thornton Wealth Management, LLCNew Buy+$280K$280K0.02%Aug 6, 2026
RNC Capital Management LLCReduce 25.04%-$279K$834K0.03%Aug 7, 2026
GeoWealth Management, LLCAdded 59.59%+$271K$725K0.02%Jul 30, 2026
Natural Investments, LLCSell 100%-$266K$00.00%Jul 31, 2026
HUB Investment Partners, LLCNew Buy+$266K$266K0.00%Jul 31, 2026
Perigon Wealth Management, LLCNew Buy+$265K$265K0.00%Aug 7, 2026
EntryPoint Capital, LLCAdded 89.09%+$263K$558K0.14%Aug 13, 2026
Bridgefront Capital, LLCSell 100%-$256K$00.00%Aug 14, 2026
DJE Kapital AGReduce 6.39%-$251K$3.67M0.07%Aug 4, 2026
a16z Perennial Management, L.P.Sell 100%-$251K$00.00%Jul 24, 2026
Vestmark Advisory Solutions, Inc.Added 12.00%+$247K$2.3M0.02%Aug 14, 2026
Aaron Wealth Advisors LLCAdded 10.88%+$235K$2.39M0.12%Jul 16, 2026
NewEdge Wealth, LLCAdded 33.07%+$234K$942K0.01%Aug 10, 2026
Generali Investments CEE, investicni spolecnost, a.s.Reduce 49.45%-$231K$236K0.01%Jul 13, 2026
Kathmere Capital Management, LLCAdded 38.85%+$226K$809K0.04%Jul 29, 2026
May Hill Capital, LLCNew Buy+$225K$225K0.05%Aug 7, 2026
Kingswood Wealth Advisors, LLCSell 100%-$224K$00.00%Jul 27, 2026
55 North Private Wealth, LLCAdded 77.39%+$224K$513K0.10%Jul 7, 2026
1832 Asset Management L.P.Added 16.25%+$221K$1.58M0.00%Aug 13, 2026
LVW Advisors, LLCNew Buy+$215K$215K0.02%Jul 15, 2026
Channing Global Advisors, LLCAdded 53.11%+$209K$602K0.31%Jul 28, 2026
E Fund Management (Hong Kong) Co., Ltd.New Buy+$208K$208K0.07%Jul 22, 2026
E Fund Management Co., Ltd.New Buy+$208K$208K0.00%Aug 11, 2026
D'Orazio & Associates, Inc.Sell 100%-$204K$00.00%Jul 28, 2026
Wrapmanager IncNew Buy+$203K$203K0.06%Aug 5, 2026
Fiduciary Financial Group, LLCNew Buy+$202K$202K0.02%Jul 10, 2026
Klingman & Associates, LLCNew Buy+$202K$202K0.01%Jul 29, 2026
Anderson Hoagland & CoReduce 1.13%-$194K$16.9M1.33%Jul 6, 2026
71 West Capital PartnersAdded 64.35%+$188K$481K0.02%Aug 4, 2026
Themes Management Co LLCReduce 14.75%-$170K$984K0.65%Jul 21, 2026
Pekin Hardy Strauss, Inc.Added 5.38%+$152K$2.98M0.26%Jul 30, 2026
Mission Wealth Management, LPAdded 11.54%+$144K$1.39M0.02%Jul 20, 2026
First Trust Advisors LPReduce 2.84%-$130K$4.44M0.00%Aug 11, 2026
BTC Capital Management, Inc.Added 4.17%+$120K$3.01M0.18%Jul 16, 2026
Pzena Investment Management LLCAdded 14.67%+$113K$880K0.00%Aug 7, 2026
Gilman Hill Asset Management, LLCAdded 2.30%+$112K$4.99M0.68%Jul 9, 2026
Greenleaf TrustReduce 3.36%-$108K$3.11M0.03%Jul 21, 2026
Principal Securities, Inc.Added 5.19%+$108K$2.19M0.03%Aug 4, 2026
Riversedge Advisors, LLCAdded 42.40%+$105K$352K0.05%Jul 16, 2026
Choreo, LLCAdded 5.56%+$101K$1.92M0.02%Aug 4, 2026
United Capital Financial Advisors, LLCAdded 4.79%+$99.6K$2.18M0.01%Aug 17, 2026
Jefferies Financial Group Inc.Added 14.09%+$97.6K$791K0.01%Aug 17, 2026
Elevation Point Wealth Partners, LLCAdded 5.38%+$97.4K$1.91M0.04%Aug 12, 2026

Not investment advice. We make every effort to keep the information on SpoorBase accurate, but errors may occur. SpoorBase does not guarantee the accuracy or completeness of any data, and any use of the information is at the user’s sole responsibility. Valuation multiples are calculated by SpoorBase and may contain errors. See Disclosures. © 2026 SpoorBase. All rights reserved.