JBGS

JBG SMITH

219 hedge funds and large institutions have $1.31B invested in JBG SMITH in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 51 increasing their positions, 95 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

46% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 95

97% less call options, than puts

Call options by funds: $262K | Put options by funds: $9.68M

Holders
219
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$262K
Puts
$9.68M
Net Calls
Net Calls Change

Top Buyers

1 +$15.1M
2 +$9.84M
3 +$8.64M
4
SSA
Schonfeld Strategic Advisors
New York
+$8.58M
5
Goldman Sachs
Goldman Sachs
New York
+$7.71M

Top Sellers

1 -$48.4M
2 -$42M
3 -$38.1M
4
UBS Group
UBS Group
Switzerland
-$37.3M
5
State Street
State Street
Massachusetts
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$29K
GFM
177
GF Fund Management
China
$26.9K
WANY
178
Wealthspire Advisors (New York)
New York
$24.7K
Bessemer Group
179
Bessemer Group
New Jersey
$18K
HNB
180
Hilltop National Bank
Wyoming
$15.2K
HFS
181
Hantz Financial Services
Michigan
$14K
SL
182
Salomon & Ludwin
Virginia
$10.4K
CAL
183
Capital Analysts LLC
Pennsylvania
$9K
TIM
184
Tortoise Investment Management
New York
$7.59K
NSIM
185
North Star Investment Management
Illinois
$7.57K
PA
186
Parallel Advisors
California
$6.59K
RIL
187
Rothschild Investment LLC
Illinois
$6.12K
BFS
188
Bare Financial Services
Pennsylvania
$6.1K
DB
189
Danske Bank
Denmark
$4.45K
PFBT
190
Parkside Financial Bank & Trust
Missouri
$3.98K
MPWT
191
MassMutual Private Wealth & Trust
Connecticut
$3.96K
ME
192
McIlrath & Eck
Washington
$3.81K
PTC
193
Private Trust Company
Ohio
$3.67K
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$3.09K
AAS
195
Ameritas Advisory Services
Nebraska
$2.65K
BCWM
196
Bartlett & Co Wealth Management
Ohio
$2.56K
BIA
197
Bell Investment Advisors
California
$2.31K
ASN
198
Advisory Services Network
Georgia
$2.18K
BBHC
199
Brown Brothers Harriman & Co
New York
$1.96K
CT
200
Clearstead Trust
Maine
$1.89K