Callan JMB Inc
CJMB
9 hedge funds and large institutions have $3.66M invested in Callan JMB Inc in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and closing their positions.
2% more capital invested
Capital invested by funds: $3.59M → $3.66M (+$66.7K)
0.96% more ownership
Funds ownership: 15.77% → 16.73% (+0.96%)
0% more funds holding
Funds holding: 9 → 9 (0)
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$248K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Bard Associates
Chicago,
Illinois
|
-$1.98K |
| 2 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$1.24K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$932 |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$883 |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$590 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BA
1
Bard Associates
Chicago,
Illinois
| $1.93M | -$1.98K | -400 | -0.1% |
|
|
2
Creative Planning
Overland Park,
Kansas
| $830K | +$248K | +50,000 | +42% |
|
|
CCC
3
Cable Car Capital
San Francisco,
California
| $639K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $134K | -$883 | -178 | -0.6% |
|
5
HighTower Advisors
Chicago,
Illinois
| $61K | – | – | – |
|
|
6
Geode Capital Management
Boston,
Massachusetts
| $56.7K | -$590 | -119 | -1% |
|
|
VNA
7
Valley National Advisers
Bethlehem,
Pennsylvania
| $9K | -$1.24K | -250 | -11% |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $3.86K | -$932 | -188 | -19% |
|
9
Bank of America
Charlotte,
North Carolina
| $59 | – | – | – |
|
CJMB Hedge Fund Activity: Q3 2025 in Review
9 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Callan JMB Inc (CJMB) for Q3 2025, worth a combined $3.66M — up 1.9% from $3.59M a quarter earlier.
Fund positioning in CJMB was balanced in Q3 2025: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 5 trimmed.
The largest buyer was Creative Planning, adding an estimated $248K. The largest seller was Bard Associates, cutting an estimated $1.98K.
- 9 institutional investors held Callan JMB Inc (CJMB) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $3.66M of Callan JMB Inc stock for Q3 2025, up 1.9% quarter-over-quarter.
- 0 funds opened new Callan JMB Inc positions in Q3 2025 and 0 closed out.
- The largest Callan JMB Inc buyer in Q3 2025 was Creative Planning, an estimated $248K added.
- The largest Callan JMB Inc seller in Q3 2025 was Bard Associates, an estimated $1.98K sold.
Based on aggregated 13F filings for Q3 2025.