Jacobs Solutions
927 hedge funds and large institutions have $13.9B invested in Jacobs Solutions in 2025 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 310 increasing their positions, 306 reducing their positions, and 73 closing their positions.
146% more call options, than puts
Call options by funds: $27.6M | Put options by funds: $11.3M
96% more first-time investments, than exits
New positions opened: 143 | Existing positions closed: 73
6% more funds holding
Funds holding: 875 → 927 (+52)
1% more repeat investments, than reductions
Existing positions increased: 310 | Existing positions reduced: 306
0.91% more ownership
Funds ownership: 87.96% → 88.88% (+0.91%)
12% less capital invested
Capital invested by funds: $15.8B → $13.9B (-$1.85B)
50% less funds holding in top 10
Funds holding in top 10: 12 → 6 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$140M |
| 2 |
LCI
L1 Capital International
Sydney NSW 2000,
Australia
|
+$83.2M |
| 3 |
Morgan Stanley
New York
|
+$81M |
| 4 |
BlackRock
New York
|
+$72M |
| 5 |
Janus Henderson Group
London,
|
+$65.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$237M |
| 2 |
TP
Third Point
New York
|
-$137M |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$135M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$86.9M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$85.9M |
J Hedge Fund Activity: Q4 2025 in Review
927 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q4 2025, worth a combined $13.9B — down 12% from $15.8B a quarter earlier.
Buyers outnumbered sellers: 143 funds opened new J positions and 73 closed out — a net gain of 70 holders — while 310 added to existing stakes and 306 trimmed.
The largest buyer was Focus Partners Wealth, adding an estimated $140M. The largest seller was Lazard Asset Management, cutting an estimated $237M.
- 927 institutional investors held Jacobs Solutions (J) as of Q4 2025, up from 875 in Q3 2025.
- Funds reported $13.9B of Jacobs Solutions stock for Q4 2025, down 12% quarter-over-quarter.
- 143 funds opened new Jacobs Solutions positions in Q4 2025 and 73 closed out, a net change of +70 holders.
- The largest Jacobs Solutions buyer in Q4 2025 was Focus Partners Wealth, an estimated $140M added.
- The largest Jacobs Solutions seller in Q4 2025 was Lazard Asset Management, an estimated $237M sold.
Based on aggregated 13F filings for Q4 2025.