Callan JMB Inc
CJMB
9 hedge funds and large institutions have $3.59M invested in Callan JMB Inc in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
29% more funds holding
Funds holding: 7 → 9 (+2)
16% more capital invested
Capital invested by funds: $3.11M → $3.59M (+$485K)
0.19% more ownership
Funds ownership: 15.58% → 15.77% (+0.19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$130K |
| 2 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
+$10.6K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$4.73K |
| 4 |
CCC
Cable Car Capital
San Francisco,
California
|
+$473 |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$5 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Bard Associates
Chicago,
Illinois
|
-$99.7K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3.41K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BA
1
Bard Associates
Chicago,
Illinois
| $2.02M | -$99.7K | -21,100 | -5% |
|
|
CCC
2
Cable Car Capital
San Francisco,
California
| $671K | +$473 | +100 | +0.1% |
|
3
Creative Planning
Overland Park,
Kansas
| $615K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $141K | +$130K | +27,568 | New |
|
5
HighTower Advisors
Chicago,
Illinois
| $64.1K | – | – | – |
|
|
6
Geode Capital Management
Boston,
Massachusetts
| $60K | +$4.73K | +1,001 | +9% |
|
|
VNA
7
Valley National Advisers
Bethlehem,
Pennsylvania
| $11K | +$10.6K | +2,250 | New |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $5.02K | -$3.41K | -721 | -42% |
|
|
9
Bank of America
Charlotte,
North Carolina
| $61 | +$5 | +1 | +9% |
|
CJMB Hedge Fund Activity: Q2 2025 in Review
9 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Callan JMB Inc (CJMB) for Q2 2025, worth a combined $3.59M — up 16% from $3.11M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CJMB positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $130K. The largest seller was Bard Associates, cutting an estimated $99.7K.
- 9 institutional investors held Callan JMB Inc (CJMB) as of Q2 2025, up from 7 in Q1 2025.
- Funds reported $3.59M of Callan JMB Inc stock for Q2 2025, up 16% quarter-over-quarter.
- 2 funds opened new Callan JMB Inc positions in Q2 2025 and 0 closed out, a net change of +2 holders.
- The largest Callan JMB Inc buyer in Q2 2025 was UBS Group, an estimated $130K added.
- The largest Callan JMB Inc seller in Q2 2025 was Bard Associates, an estimated $99.7K sold.
Based on aggregated 13F filings for Q2 2025.