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JBGS

JBG SMITH
JBGS

224 hedge funds and large institutions have $1.31B invested in JBG SMITH in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 96 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $1.15B → $1.31B (+$157M)

4.16% more ownership

Funds ownership: 91.11% → 95.26% (+4.2%)

3% more funds holding

Funds holding: 217 → 224 (+7)

47% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 96

97% less call options, than puts

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

Holders
224
Holders Change
+7
Holders Change %
+3.23%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
51
Reduced
96
Closed
23
Calls
$262K
Puts
$9.68M
Net Calls
-$9.42M
Net Calls Change
-$1.89M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$14M
2
UBS AM
UBS AM
Illinois
+$9.1M
3
Millennium Management
Millennium Management
New York
+$7.99M
4
SSA
Schonfeld Strategic Advisors
New York
+$7.93M
5
Goldman Sachs
Goldman Sachs
New York
+$7.13M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$44.7M
2
Morgan Stanley
Morgan Stanley
New York
-$38.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$35.3M
4
UBS Group
UBS Group
Switzerland
-$34.5M
5
State Street
State Street
Massachusetts
-$14.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
176
GAMMA Investing
California
$33.2K +$2.37K +115 +8%
SAM
177
Smartleaf Asset Management
Massachusetts
$32K +$13.4K +650 +78%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$29K +$10.5K +510 +65%
GFM
179
GF Fund Management
China
$26.9K -$5K -243 -17%
WANY
180
Wealthspire Advisors (New York)
New York
$24.7K +$22.8K +1,109 New
Bessemer Group
181
Bessemer Group
New Jersey
$18K +$823 +40 +5%
HNB
182
Hilltop National Bank
Wyoming
$15.2K – – –
HFS
183
Hantz Financial Services
Michigan
$14K +$3.87K +188 +42%
AWM
184
AllSquare Wealth Management
New York
$11.7K – – –
SL
185
Salomon & Ludwin
Virginia
$10.4K +$9.94K +483 New
CAL
186
Capital Analysts LLC
Pennsylvania
$9K – – –
TIM
187
Tortoise Investment Management
New York
$7.59K – – –
NSIM
188
North Star Investment Management
Illinois
$7.57K – – –
PA
189
Parallel Advisors
California
$6.59K -$494 -24 -8%
RIL
190
Rothschild Investment LLC
Illinois
$6.12K -$3.71K -180 -40%
BFS
191
Bare Financial Services
Pennsylvania
$6.1K – – –
AF
192
Allworth Financial
California
$5.5K -$82 -4 -2%
DB
193
Danske Bank
Denmark
$4.45K – – –
PFBT
194
Parkside Financial Bank & Trust
Missouri
$3.98K – – –
MPWT
195
MassMutual Private Wealth & Trust
Connecticut
$3.96K – – –
ME
196
McIlrath & Eck
Washington
$3.81K – – –
PTC
197
Private Trust Company
Ohio
$3.67K – – –
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$3.09K – – –
AAS
199
Ameritas Advisory Services
Nebraska
$2.65K – – –
BCWM
200
Bartlett & Co Wealth Management
Ohio
$2.56K – – –
6 7
8
9 10

JBGS Hedge Fund Activity: Q3 2025 in Review

224 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q3 2025, worth a combined $1.31B — up 14% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new JBGS positions and 23 closed out — a net gain of 8 holders — while 51 added to existing stakes and 96 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $14M. The largest seller was BlackRock, cutting an estimated $44.7M.

  • 224 institutional investors held JBG SMITH (JBGS) as of Q3 2025, up from 217 in Q2 2025.
  • Funds reported $1.31B of JBG SMITH stock for Q3 2025, up 14% quarter-over-quarter.
  • 31 funds opened new JBG SMITH positions in Q3 2025 and 23 closed out, a net change of +8 holders.
  • The largest JBG SMITH buyer in Q3 2025 was Wellington Management Group, an estimated $14M added.
  • The largest JBG SMITH seller in Q3 2025 was BlackRock, an estimated $44.7M sold.

Based on aggregated 13F filings for Q3 2025.