Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sumitomo Mitsui Fin Grp Inc (SMFG)

438 + 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
↑ +24
Streak
11Q ▲
Buyers last Q
64%

Smart Money Signals — SMFG

Based on 443 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 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
443 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 — +26% more funds vs a year ago

fund count last 6Q
+91 new funds entered over the past year (+26% 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 — 64% buying

267 buying151 selling
Last quarter: 267 funds were net buyers (68 opened a brand new position + 199 added to an existing one). Only 151 were sellers (107 trimmed + 44 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 55 → 58 → 76 → 68. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 22% medium ■ 23% new
240 out of 443 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.
📈

Growing discovery — still being found

46 → 55 → 58 → 76 → 68 new funds/Q
New funds entering each quarter: 55 → 58 → 76 → 68. A growing number of institutions are discovering SMFG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 11% 1-2yr ■ 30% new
Of 445 current holders: 262 (59%) 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 — 64% AUM from top-100 funds

64% from top-100 AUM funds
39 of 443 holders are among the 100 largest funds by AUM, controlling 64% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 2026 Q1, 267 hedge funds were net buyers of SMFG (68 opened a new position, 199 added to an existing one), while 151 reduced or exited (107 trimmed, 44 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 64% of total institutional value in SMFG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +24 funds (more new holders than closures). Total institutional holders: 443.

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

-- --

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

Is It Too Late to Buy Sumitomo Mitsui Fin Grp Inc (SMFG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SMFG has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
SMFG
+27.7%
XLF
+9.5%

SMFG outperformed XLF by +18.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
SMFG
+15.5%
XLF
+5.8%

Since the filing became public, SMFG outperformed XLF by +9.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: SMFG
438 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 438 419 4.53%
13F Shares 125M 119M 5.52%
Total Value $2.46B $2.31B 6.81%
New Positions 65 76 -11
Increased Positions 196 187 +9
Closed Positions 46 45 +1
Reduced Positions 106 92 +14
Total Calls 2 4 -50.0%
Total Puts 1 0 100%
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: SMFG

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

438 + investors

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

QUARTER:
Top 25 SMFG holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Massar Capital Management, LP 0.68% 320,000 $6.3M
7 Gilman Hill Asset Management, LLC 0.62% 206,809 $4.1M
8 Themes Management Co LLC 0.60% 48,975 $967K
9 Ccm Investment Advisers LLC 0.58% 305,762 $6.0M
10 Integrated Quantitative Investments LLC 0.47% 130,762 $2.6M
11 Ferguson Wellman Capital Management, Inc 0.46% 1,711,455 $33.8M
12 Clark Capital Management Group, Inc. 0.46% 3,782,399 $74.7M
13 Parr Mcknight Wealth Management Group, LLC 0.36% 138,081 $2.7M
14 Flatrock Wealth Partners LLC 0.36% 40,192 $794K
15 Naviter Wealth, LLC 0.34% 135,945 $2.7M
16 Dorsey Wright & Associates 0.31% 128,228 $2.5M
17 Causeway Capital Management LLC 0.31% 1,267,248 $25.0M
18 Storgate, LLC 0.27% 17,177 $339K
19 Gallacher Capital Management LLC 0.26% 34,644 $684K
20 Fund Advisors of America Inc/FL 0.26% 12,894 $255K
21 Pekin Hardy Strauss, Inc. 0.25% 119,925 $2.4M
22 Moran Wealth Management, LLC 0.24% 404,869 $8.0M
23 SmartHarvest Portfolios, LLC 0.22% 27,095 $535K
24 Capital Insight Partners, LLC 0.22% 53,007 $1.0M
25 AdvisorShares Investments LLC 0.21% 58,740 $1.2M
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 — 11 quarters in a row: For 11 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 — 64% buying: Last quarter: 267 funds were net buyers (68 opened a brand new position + 199 added to an existing one). Only 151 were sellers (107 trimmed + 44 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SMFG holders?

Elite ownership — 64% AUM from top-100 funds: 39 of 443 holders are among the 100 largest funds by AUM, controlling 64% 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?

54% of holders stayed for 2+ years: 240 out of 443 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.

Is it too late to buy Sumitomo Mitsui Fin Grp Inc (SMFG) following the 2026 Q1 hedge fund 13F filings?

As of today, SMFG has moved +15.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of +9.7%. Since the quarter end (March 31, 2026), SMFG has gained +27.7% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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