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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
LTI
651
Laffer Tengler Investments
Tennessee
$228K +$237K +1,721 New
MA
652
Montag & Associates
Georgia
$227K +$236K +1,712 +24,457%
API
653
Asset Planning Inc
California
$226K +$235K +1,711 New
BWM
654
Baron Wealth Management
Michigan
$225K +$234K +1,703 New
BCA
655
Bay Colony Advisors
Massachusetts
$224K +$138 +1 +0.1%
JF
656
Jump Financial
Illinois
$221K +$230K +1,668 New
TA
657
TruWealth Advisors
Louisiana
$217K
SQA
658
Simon Quick Advisors
New Jersey
$216K +$225K +1,633 New
CNB
659
Camden National Bank
Maine
$214K -$12.7K -92 -5%
GM
660
GeoWealth Management
Illinois
$214K +$50.4K +366 +29%
D.E. Shaw & Co
661
D.E. Shaw & Co
New York
$214K -$9.05M -65,777 -98%
FWIA
662
Fort Washington Investment Advisors
Ohio
$214K -$10K -73 -4%
KCIC
663
Kuhn & Co Investment Counsel
Illinois
$214K
SAM
664
Smartleaf Asset Management
Massachusetts
$213K +$176K +1,279 +388%
CPWA
665
Cerro Pacific Wealth Advisors
California
$211K +$224K +1,631 New
SFA
666
Sequoia Financial Advisors
Ohio
$211K +$219K +1,592 New
WANY
667
Wealthspire Advisors (New York)
New York
$210K +$218K +1,586 New
MCM
668
Manchester Capital Management
Vermont
$209K +$36.9K +268 +20%
JWCA
669
J.W. Cole Advisors
Florida
$209K +$413 +3 +0.2%
NERM
670
New England Research & Management
Illinois
$207K -$2M -14,500 -90%
SF
671
Synovus Financial
Georgia
$205K -$498K -3,616 -70%
FW
672
FullCircle Wealth
Texas
$204K +$218K +1,583 New
CG
673
Caprock Group
Idaho
$204K +$212K +1,539 New
ESB
674
Essex Savings Bank
Connecticut
$204K +$212K +1,539 New
PGFC
675
Peapack-Gladstone Financial Corp
New Jersey
$200K -$4.82K -35 -2%

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.