Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SUMITOMO MITSUI FIN GRP INC (SMFG)

408 + Investors. Track Smart Money conviction in SMFG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +28
Streak
10Q ▲
Buyers last Q
66%

Smart Money Signals — SMFG

Based on 404 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added SMFG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
404 hedge funds hold SMFG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+71 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 66% buying

256 buying133 selling
Last quarter: 256 funds were net buyers (73 opened a brand new position + 183 added to an existing one). Only 133 were sellers (88 trimmed + 45 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new SMFG position: 43 → 53 → 55 → 73. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 24% medium ■ 20% new
226 out of 404 hedge funds have held SMFG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +18% but shares only +2% — price-driven

Value
+18%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +18%, but actual share count only changed +2%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

45 → 43 → 53 → 55 → 73 new funds/Q
New funds entering each quarter: 43 → 53 → 55 → 73. A growing number of institutions are discovering SMFG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 17% 1-2yr ■ 26% new
Of 408 current holders: 233 (57%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
28 of 404 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in SMFG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SMFG

In 2025 Q4, 256 hedge funds were net buyers of SMFG (73 opened a new position, 183 added to an existing one), while 133 reduced or exited (88 trimmed, 45 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 60% of total institutional value in SMFG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +28 funds (more new holders than closures). Total institutional holders: 404.

Hedge Fund Ownership: SMFG

How many hedge funds hold SMFG — quarterly history vs. share price
Quarterly hedge fund ownership of SMFG vs. share price

Market Analysis: SMFG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SMFG

Financial Services Banks - Diversified

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 0 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: SMFG
2026 Q1 Stats Unlock in 8 days 408 + Investors

Track Smart Money conviction in SMFG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 408 380 7.37%
13F Shares 118M 116M 2.21%
Total Value $2.29B $1.94B 18.49%
New Positions 73 55 +18
Increased Positions 190 169 +21
Closed Positions 45 35 +10
Reduced Positions 91 104 -13
Total Calls 4 3 33.33%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.33 Bullish

Statistics: SMFG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

408 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SMFG. Verified SEC 13F-HR filings.

Top 25 institutional holders of SMFG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 XY Capital Ltd 3.44% 175,608 $3.5M
2 ANDERSON HOAGLAND & CO 1.23% 725,248 $14.3M
3 AUGUSTINE ASSET MANAGEMENT INC 1.18% 264,238 $5.2M
4 Ramirez Asset Management, Inc. 0.96% 402,811 $8.0M
5 BAROMETER CAPITAL MANAGEMENT INC. 0.86% 126,900 $2.5M
6 Gilman Hill Asset Management, LLC 0.62% 206,809 $4.1M
7 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.46% 1,711,455 $33.8M
8 PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 0.36% 138,081 $2.7M
9 Flatrock Wealth Partners LLC 0.36% 40,192 $794K
10 Naviter Wealth, LLC 0.34% 135,945 $2.7M
11 Dorsey Wright & Associates 0.31% 128,228 $2.5M
12 Storgate, LLC 0.27% 17,177 $339K
13 Gallacher Capital Management LLC 0.26% 34,644 $684K
14 Pekin Hardy Strauss, Inc. 0.25% 119,925 $2.4M
15 Moran Wealth Management, LLC 0.24% 404,869 $8.0M
16 SmartHarvest Portfolios, LLC 0.22% 27,095 $535K
17 CAPITAL INSIGHT PARTNERS, LLC 0.22% 53,007 $1.0M
18 AdvisorShares Investments LLC 0.21% 58,740 $1.2M
19 Covenant Partners, LLC 0.21% 37,262 $720K
20 TRED AVON FAMILY WEALTH, LLC 0.21% 31,695 $626K
21 Traveka Wealth, LLC 0.20% 26,726 $528K
22 Legacy Wealth Asset Management, LLC 0.20% 41,187 $813K
23 CHANNING GLOBAL ADVISORS, LLC 0.19% 16,663 $329K
24 Five Oceans Advisors 0.17% 24,405 $482K
25 LOUISBOURG INVESTMENTS INC. 0.17% 44,652 $882K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SUMITOMO MITSUI FIN GRP INC (SMFG)

What does the Smart Money Trend signal show for SMFG?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added SMFG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SMFG?

More buyers than sellers — 66% buying: Last quarter: 256 funds were net buyers (73 opened a brand new position + 183 added to an existing one). Only 133 were sellers (88 trimmed + 45 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SMFG holders?

Elite ownership — 60% AUM from top-100 funds: 28 of 404 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in SMFG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SMFG?

56% of holders stayed for 2+ years: 226 out of 404 hedge funds have held SMFG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.