Callan JMB Inc
CJMB
12 hedge funds and large institutions have $813K invested in Callan JMB Inc in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
33% more funds holding
Funds holding: 9 → 12 (+3)
0.89% less ownership
Funds ownership: 16.73% → 15.84% (-0.89%)
78% less capital invested
Capital invested by funds: $3.66M → $813K (-$2.85M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$137K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$111K |
| 3 |
Renaissance Technologies
New York
|
+$35.4K |
| 4 |
DS
DRW Securities
Chicago,
Illinois
|
+$32K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$8.94K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Bard Associates
Chicago,
Illinois
|
-$357K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$134K |
| 3 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BA
1
Bard Associates
Chicago,
Illinois
| $310K | -$357K | -114,989 | -29% |
|
|
2
Creative Planning
Overland Park,
Kansas
| $228K | +$111K | +35,685 | +21% |
|
|
CCC
3
Cable Car Capital
San Francisco,
California
| $145K | – | – | – |
|
|
4
Citadel Advisors
Miami,
Florida
| $48.8K | +$137K | +44,002 | New |
|
|
FPI
5
Financial Plan Inc
Bellingham,
Washington
| $23.4K | +$65.6K | +21,114 | New |
|
6
Geode Capital Management
Boston,
Massachusetts
| $14.5K | +$4.59K | +1,478 | +13% |
|
7
HighTower Advisors
Chicago,
Illinois
| $13.9K | – | – | – |
|
|
8
Renaissance Technologies
New York
| $12.7K | +$35.4K | +11,400 | New |
|
|
DS
9
DRW Securities
Chicago,
Illinois
| $11.4K | +$32K | +10,296 | New |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $4.07K | +$8.94K | +2,876 | +364% |
|
11
Bank of America
Charlotte,
North Carolina
| $13 | – | – | – |
|
12
Morgan Stanley
New York
| $13 | +$37 | +12 | New |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$134K | -27,390 | Closed |
|
|
VNA
14
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$9K | -2,000 | Closed |
|
CJMB Hedge Fund Activity: Q4 2025 in Review
12 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in Callan JMB Inc (CJMB) for Q4 2025, worth a combined $813K — down 78% from $3.66M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CJMB positions and 2 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $137K. The largest seller was Bard Associates, cutting an estimated $357K.
- 12 institutional investors held Callan JMB Inc (CJMB) as of Q4 2025, up from 9 in Q3 2025.
- Funds reported $813K of Callan JMB Inc stock for Q4 2025, down 78% quarter-over-quarter.
- 5 funds opened new Callan JMB Inc positions in Q4 2025 and 2 closed out, a net change of +3 holders.
- The largest Callan JMB Inc buyer in Q4 2025 was Citadel Advisors, an estimated $137K added.
- The largest Callan JMB Inc seller in Q4 2025 was Bard Associates, an estimated $357K sold.
Based on aggregated 13F filings for Q4 2025.