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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
PWMG
801
Prestige Wealth Management Group
New Jersey
$1.69K
RPA
802
Redwood Park Advisors
California
$1.69K
CFO
803
CVA Family Office
Colorado
$1.45K -$1.29K -10 -45%
NC
804
NewSquare Capital
Pennsylvania
$1.45K +$1.16K +9 +300%
DPW
805
DiNuzzo Private Wealth
Pennsylvania
$1.33K +$129 +1 +10%
SS
806
SBI Securities
Japan
$1.21K -$129 -1 -9%
BDPWM
807
Barnes Dennig Private Wealth Management
Ohio
$1.21K +$1.29K +10 New
PCM
808
Penserra Capital Management
California
$1K -$40.8K -317 -96%
AW
809
Avion Wealth
Texas
$1K
PMAM
810
Picton Mahoney Asset Management
Ontario, Canada
$1K
OAJ
811
Ogorek Anthony Joseph
New York
$1K +$1.29K +10 New
HWP
812
Highline Wealth Partners
California
$967 +$1.03K +8 New
RA
813
Rise Advisors
New York
$967 +$1.03K +8 New
PWA
814
Physician Wealth Advisors
Utah
$847
GP
815
Greenline Partners
New York
$846 +$901 +7 New
ZBNA
816
Zions Bancorporation, National Association
Utah
$846 +$901 +7 New
CWP
817
Clark Wealth Partners
Illinois
$725 +$772 +6 New
Kayne Anderson Rudnick Investment Management
818
Kayne Anderson Rudnick Investment Management
California
$484
BHWM
819
Bay Harbor Wealth Management
Maryland
$483 +$515 +4 New
WW
820
Winnow Wealth
Texas
$405 +$129 +1 +33%
SWA
821
SOA Wealth Advisors
New York
$372
SO
822
Sierra Ocean
California
$363
VWA
823
Valued Wealth Advisors
Utah
$363
HIA
824
HFM Investment Advisors
New Jersey
$363 +$386 +3 New
CT
825
Colonial Trust
South Carolina
$242 -$26.7K -207 -99%

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.