JBGS

JBG SMITH

214 hedge funds and large institutions have $983M invested in JBG SMITH in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 90 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

25% less capital invested

Capital invested by funds: $1.31B → $983M (-$325M)

41% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 90

79% less call options, than puts

Call options by funds: $818K | Put options by funds: $3.82M

Holders
214
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$818K
Puts
$3.82M
Net Calls
Net Calls Change

Top Buyers

1 +$23M
2 +$17.4M
3 +$7.43M
4
Citadel Advisors
Citadel Advisors
Florida
+$7.25M
5
SG Americas Securities
SG Americas Securities
New York
+$7.14M

Top Sellers

1 -$20.5M
2 -$17.5M
3 -$15.1M
4
UBS AM
UBS AM
Illinois
-$10.4M
5
SSA
Schonfeld Strategic Advisors
New York
-$8.58M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
176
Lodestone Wealth Management
Washington
$4.71K
RIL
177
Rothschild Investment LLC
Illinois
$4.68K
BFS
178
Bare Financial Services
Pennsylvania
$4.66K
AF
179
Allworth Financial
California
$4.36K
CIAM
180
Caitong International Asset Management
Hong Kong
$4.08K
Osaic Holdings
181
Osaic Holdings
Arizona
$3.88K
DB
182
Danske Bank
Denmark
$3.4K
PFBT
183
Parkside Financial Bank & Trust
Missouri
$3.05K
MPWT
184
MassMutual Private Wealth & Trust
Connecticut
$3.03K
ME
185
McIlrath & Eck
Washington
$2.91K
PTC
186
Private Trust Company
Ohio
$2.81K
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$2.36K
SIS
188
Sound Income Strategies
Florida
$2.19K
BCWM
189
Bartlett & Co Wealth Management
Ohio
$1.96K
SAG
190
SageView Advisory Group
California
$1.53K
BBHC
191
Brown Brothers Harriman & Co
New York
$1.5K
QC
192
Quent Capital
New York
$1.4K
WBC
193
West Branch Capital
Massachusetts
$800
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$680
OC
195
Optima Capital
Oregon
$619
Jones Financial Companies
196
Jones Financial Companies
Missouri
$612
BIA
197
Bell Investment Advisors
California
$596
IAIM
198
International Assets Investment Management
Florida
$442
FC
199
Financial Consulate
Maryland
$426
KG
200
Kilter Group
New York
$426