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Jacobs Solutions

839 hedge funds and large institutions have $13.9B invested in Jacobs Solutions in 2025 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 256 increasing their positions, 454 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

23% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 83

9% more capital invested

Capital invested by funds: $12.7B → $13.9B (+$1.13B)

0.98% more ownership

Funds ownership: 86.78%87.76% (+0.98%)

1% more funds holding

Funds holding: 831839 (+8)

6% less call options, than puts

Call options by funds: $26.9M | Put options by funds: $28.8M

44% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 454

Holders
839
Holders Change
+8
Holders Change %
+0.96%
% of All Funds
11.05%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
102
Increased
256
Reduced
454
Closed
83
Calls
$26.9M
Puts
$28.8M
Net Calls
-$1.84M
Net Calls Change
-$29.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
601
Evermay Wealth Management
Virginia
$256K -$14.8K -120 -6%
VWA
602
Visionary Wealth Advisors
Illinois
$255K +$21.1K +171 +10%
SCTC
603
Sanibel Captiva Trust Company
Florida
$254K -$21.9K -178 -8%
JCM
604
Jacobi Capital Management
Pennsylvania
$254K -$2.34K -19 -1%
C
605
Covestor
United Kingdom
$254K +$204K +1,651 +588%
AWE
606
Avidian Wealth Enterprises
Texas
$253K -$25.2K -204 -10%
HI
607
Horizon Investments
North Carolina
$251K +$16.5K +134 +8%
WWM
608
Whalen Wealth Management
Nevada
$250K +$234K +1,901 New
RPC
609
Rossmore Private Capital
Connecticut
$250K -$189K -1,534 -45%
GF
610
Gabelli Funds
New York
$250K -$14.8K -120 -6%
WC
611
Whitney & Co
New York
$250K -$2.34K -19 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
612
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$250K +$234K +1,900 New
CGL
613
Clarius Group LLC
Washington
$249K -$12.7K -103 -5%
MAM
614
Madison Asset Management
Wisconsin
$248K -$14.9K -121 -6%
PMFA
615
Plante Moran Financial Advisors
Michigan
$247K -$2.34K -19 -1%
RAM
616
Riggs Asset Management
Pennsylvania
$239K +$225K +1,821 New
PFM
617
Patton Fund Management
Texas
$238K +$223K +1,811 New
HI
618
Humankind Investments
New York
$237K -$235K -1,907 -51%
CAM
619
Claret Asset Management
Quebec, Canada
$236K +$222K +1,798 New
CCM
620
Coldstream Capital Management
Washington
$236K -$46K -373 -17%
TBNY
621
Trustco Bank (New York)
New York
$236K +$4.07K +33 +2%
HWA
622
Heartwood Wealth Advisors
Virginia
$235K -$12.7K -103 -5%
IAS
623
Insigneo Advisory Services
Florida
$233K -$33.9K -275 -13%
CB
624
Chris Bulman
California
$233K -$2.22K -18 -1%
PI
625
PFG Investments
New York
$232K -$13.6K -110 -6%

J Hedge Fund Activity: Q2 2025 in Review

839 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q2 2025, worth a combined $13.9B — up 8.9% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new J positions and 83 closed out — a net gain of 19 holders — while 256 added to existing stakes and 454 trimmed.

The largest buyer was Ameriprise, adding an estimated $146M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $157M.

  • 839 institutional investors held Jacobs Solutions (J) as of Q2 2025, up from 831 in Q1 2025.
  • Funds reported $13.9B of Jacobs Solutions stock for Q2 2025, up 8.9% quarter-over-quarter.
  • 102 funds opened new Jacobs Solutions positions in Q2 2025 and 83 closed out, a net change of +19 holders.
  • The largest Jacobs Solutions buyer in Q2 2025 was Ameriprise, an estimated $146M added.
  • The largest Jacobs Solutions seller in Q2 2025 was Barrow, Hanley, Mewhinney & Strauss, an estimated $157M sold.

Based on aggregated 13F filings for Q2 2025.