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Jacobs Solutions

863 hedge funds and large institutions have $14.1B invested in Jacobs Solutions in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 338 increasing their positions, 280 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $69.3M | Put options by funds: $27.8M

84% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 62

21% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 280

5% more funds holding

Funds holding: 820863 (+43)

2% more capital invested

Capital invested by funds: $13.8B → $14.1B (+$339M)

0.76% more ownership

Funds ownership: 85.42%86.18% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
863
Holders Change
+43
Holders Change %
+5.24%
% of All Funds
11.37%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
114
Increased
338
Reduced
280
Closed
62
Calls
$69.3M
Puts
$27.8M
Net Calls
+$41.5M
Net Calls Change
-$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
601
Apollon Wealth Management
South Carolina
$284K +$138 +1 +0%
LWCFA
602
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$282K -$5.78K -42 -2%
MLL
603
Moody Lynn & Lieberson
Massachusetts
$281K
CFO
604
Callan Family Office
Pennsylvania
$281K +$292K +2,124 New
WIA
605
World Investment Advisors
California
$281K +$47.5K +345 +19%
BRWA
606
B. Riley Wealth Advisors
Florida
$278K -$5.5K -40 -2%
AWA
607
Aaron Wealth Advisors
Illinois
$278K +$289K +2,098 New
KCP
608
Kera Capital Partners
California
$277K +$288K +2,093 New
FCBT
609
First Citizens Bank & Trust
North Carolina
$276K -$70.3K -511 -20%
GC
610
Guggenheim Capital
Illinois
$276K -$681K -4,949 -70%
VSQM
611
V-Square Quantitative Management
Illinois
$274K +$17.9K +130 +7%
EWM
612
Evermay Wealth Management
Virginia
$274K +$9.22K +67 +3%
SHGA
613
Sand Hill Global Advisors
California
$273K
WA
614
Waverly Advisors
Alabama
$271K +$34.4K +250 +14%
AWE
615
Avidian Wealth Enterprises
Texas
$270K +$14.7K +107 +6%
NME
616
Notis-McConarty Edward
$267K
HF
617
Holcombe Financial
Georgia
$267K +$278K +2,020 New
CGL
618
Clarius Group LLC
Washington
$267K +$4.54K +33 +2%
CWG
619
Crown Wealth Group
North Carolina
$265K -$101K -736 -27%
FRA
620
Frank Rimerman Advisors
California
$263K +$37.7K +274 +16%
HNB
621
Huntington National Bank
Ohio
$262K +$5.64K +41 +2%
JCM
622
Jacobi Capital Management
Pennsylvania
$259K
MBT
623
Montecito Bank & Trust
California
$257K +$38.9K +283 +17%
WC
624
Whitney & Co
New York
$254K
MYAM
625
Meiji Yasuda Asset Management
Japan
$252K +$8.39K +61 +3%

J Hedge Fund Activity: Q4 2024 in Review

863 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q4 2024, worth a combined $14.1B — up 2.5% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new J positions and 62 closed out — a net gain of 52 holders — while 338 added to existing stakes and 280 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $265M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $183M.

  • 863 institutional investors held Jacobs Solutions (J) as of Q4 2024, up from 820 in Q3 2024.
  • Funds reported $14.1B of Jacobs Solutions stock for Q4 2024, up 2.5% quarter-over-quarter.
  • 114 funds opened new Jacobs Solutions positions in Q4 2024 and 62 closed out, a net change of +52 holders.
  • The largest Jacobs Solutions buyer in Q4 2024 was Lazard Asset Management, an estimated $265M added.
  • The largest Jacobs Solutions seller in Q4 2024 was Ruane, Cunniff & Goldfarb, an estimated $183M sold.

Based on aggregated 13F filings for Q4 2024.