Jacobs Solutions
879 hedge funds and large institutions have $15.8B invested in Jacobs Solutions in 2025 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 296 increasing their positions, 308 reducing their positions, and 52 closing their positions.
102% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 52
57% more call options, than puts
Call options by funds: $32.4M | Put options by funds: $20.7M
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
5% more funds holding
Funds holding: 841 → 879 (+38)
0.2% more ownership
Funds ownership: 87.76% → 87.96% (+0.2%)
1% less capital inflows, than outflows
Capital inflows: $966M | Capital outflows: $972M
4% less repeat investments, than reductions
Existing positions increased: 296 | Existing positions reduced: 308
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$205M |
| 2 |
Ninety One (UK)
London,
United Kingdom
|
+$74.8M |
| 3 |
Goldman Sachs
New York
|
+$55.7M |
| 4 |
BlackRock
New York
|
+$52.2M |
| 5 |
Hennessy Advisors Inc
Novato,
California
|
+$42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ruane, Cunniff & Goldfarb
New York
|
-$153M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$67.3M |
| 3 |
Third Point
New York
|
-$50.2M |
| 4 |
Freestone Grove Partners
San Francisco,
California
|
-$45.3M |
| 5 |
Ceredex Value Advisors
Orlando,
Florida
|
-$40.5M |
J Hedge Fund Activity: Q3 2025 in Review
879 of the 7,658 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q3 2025, worth a combined $15.8B — up 14% from $13.9B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new J positions and 52 closed out — a net gain of 53 holders — while 296 added to existing stakes and 308 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $205M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $153M.
- 879 institutional investors held Jacobs Solutions (J) as of Q3 2025, up from 841 in Q2 2025.
- Funds reported $15.8B of Jacobs Solutions stock for Q3 2025, up 14% quarter-over-quarter.
- 105 funds opened new Jacobs Solutions positions in Q3 2025 and 52 closed out, a net change of +53 holders.
- The largest Jacobs Solutions buyer in Q3 2025 was Morgan Stanley, an estimated $205M added.
- The largest Jacobs Solutions seller in Q3 2025 was Ruane, Cunniff & Goldfarb, an estimated $153M sold.
Based on aggregated 13F filings for Q3 2025.