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Jacobs Solutions

831 hedge funds and large institutions have $12.7B invested in Jacobs Solutions in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 288 increasing their positions, 312 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $46M | Put options by funds: $17.9M

0.6% more ownership

Funds ownership: 86.18%86.78% (+0.6%)

8% less repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 312

4% less funds holding

Funds holding: 863831 (-32)

10% less capital invested

Capital invested by funds: $14.1B → $12.7B (-$1.41B)

16% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 99

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
831
Holders Change
-32
Holders Change %
-3.71%
% of All Funds
11.14%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
83
Increased
288
Reduced
312
Closed
99
Calls
$46M
Puts
$17.9M
Net Calls
+$28.1M
Net Calls Change
-$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WAG
701
Wiser Advisor Group
Arizona
$41.8K -$64.5K -501 -59%
TWD
702
True Wealth Design
Ohio
$41.3K -$4.38K -34 -9%
FHA
703
First Horizon Advisors
Tennessee
$40.7K +$9.27K +72 +27%
CH
704
Cromwell Holdings
Wyoming
$40K +$1.03K +8 +2%
SIM
705
Sentry Investment Management
Wisconsin
$40K -$14K -109 -23%
BCWM
706
Bartlett & Co Wealth Management
Ohio
$38.2K -$47.6K -370 -54%
LI
707
LRI Investments
Florida
$37.8K
HDIM
708
Hanson & Doremus Investment Management
Vermont
$37K
LC
709
Lindbrook Capital
California
$36.4K +$14K +109 +56%
TCOV
710
Trust Company of Vermont
Vermont
$36.3K
JFGIW
711
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36.1K +$34.9K +271 +874%
VCM
712
Versant Capital Management
Arizona
$34.3K -$34.1K -265 -48%
C
713
Covestor
United Kingdom
$34K -$10.4K -81 -22%
RF
714
Rossby Financial
Florida
$33.1K +$35.4K +275 New
OC
715
Oakworth Capital
Alabama
$31.1K
GWP
716
Gen-Wealth Partners
Michigan
$30.9K
AT
717
Avalon Trust
New Mexico
$30.2K
DMBA
718
Deseret Mutual Benefit Administrators
Utah
$30.2K
ADL
719
Asset Dedication LLC
California
$29K
FMII
720
Farmers & Merchants Investments Inc
Nebraska
$28.7K
BGAI
721
Bruce G. Allen Investments
Colorado
$27.3K
AWM
722
Ameliora Wealth Management
Switzerland
$27K -$260K -2,021 -90%
DIP
723
DT Investment Partners
Pennsylvania
$26.4K
PCTC
724
Perkins Coie Trust Company
Washington
$25.5K +$515 +4 +2%
HWM
725
Hemington Wealth Management
Virginia
$25K +$3.09K +24 +13%

J Hedge Fund Activity: Q1 2025 in Review

831 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q1 2025, worth a combined $12.7B — down 10% from $14.1B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of J and 83 opened new positions — a net loss of 16 holders — while 312 trimmed existing stakes and 288 added.

The largest buyer was Lazard Asset Management, adding an estimated $156M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $158M.

  • 831 institutional investors held Jacobs Solutions (J) as of Q1 2025, down from 863 in Q4 2024.
  • Funds reported $12.7B of Jacobs Solutions stock for Q1 2025, down 10% quarter-over-quarter.
  • 83 funds opened new Jacobs Solutions positions in Q1 2025 and 99 closed out, a net change of -16 holders.
  • The largest Jacobs Solutions buyer in Q1 2025 was Lazard Asset Management, an estimated $156M added.
  • The largest Jacobs Solutions seller in Q1 2025 was Barrow, Hanley, Mewhinney & Strauss, an estimated $158M sold.

Based on aggregated 13F filings for Q1 2025.