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JBGS

JBG SMITH

216 hedge funds and large institutions have $985M invested in JBG SMITH in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 91 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.52% more ownership

Funds ownership: 95.26%97.78% (+2.5%)

4% less funds holding

Funds holding: 224216 (-8)

21% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 34

25% less capital invested

Capital invested by funds: $1.31B → $985M (-$323M)

42% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 91

79% less call options, than puts

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

Holders
216
Holders Change
-8
Holders Change %
-3.57%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
27
Increased
53
Reduced
91
Closed
34
Calls
$818K
Puts
$3.82M
Net Calls
-$3M
Net Calls Change
+$6.42M
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
176
North Star Investment Management
Illinois
$5.78K
PA
177
Parallel Advisors
California
$5.04K
LWM
178
Lodestone Wealth Management
Washington
$4.71K +$5.24K +277 New
RIL
179
Rothschild Investment LLC
Illinois
$4.68K
BFS
180
Bare Financial Services
Pennsylvania
$4.66K
AF
181
Allworth Financial
California
$4.36K +$170 +9 +4%
Osaic Holdings
182
Osaic Holdings
Arizona
$3.88K -$94.3K -4,992 -96%
DB
183
Danske Bank
Denmark
$3.4K
PFBT
184
Parkside Financial Bank & Trust
Missouri
$3.05K
MPWT
185
MassMutual Private Wealth & Trust
Connecticut
$3.03K
ME
186
McIlrath & Eck
Washington
$2.91K
PTC
187
Private Trust Company
Ohio
$2.81K
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$2.36K
SIS
189
Sound Income Strategies
Florida
$2.19K +$2.34K +124 New
BCWM
190
Bartlett & Co Wealth Management
Ohio
$1.96K
SAG
191
SageView Advisory Group
California
$1.53K +$1.7K +90 New
BBHC
192
Brown Brothers Harriman & Co
New York
$1.5K
QC
193
Quent Capital
New York
$1.4K
WBC
194
West Branch Capital
Massachusetts
$800
FMII
195
Farmers & Merchants Investments Inc
Nebraska
$680 -$189 -10 -20%
OC
196
Optima Capital
Oregon
$619 +$680 +36 New
Jones Financial Companies
197
Jones Financial Companies
Missouri
$612 -$699 -37 -51%
BIA
198
Bell Investment Advisors
California
$596 -$1.3K -69 -66%
IAIM
199
International Assets Investment Management
Florida
$442 +$491 +26 New
FC
200
Financial Consulate
Maryland
$426