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JBGS

JBG SMITH

217 hedge funds and large institutions have $1.15B invested in JBG SMITH in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 48 increasing their positions, 97 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

3% more funds holding

Funds holding: 210217 (+7)

2.08% less ownership

Funds ownership: 93.19%91.11% (-2.1%)

7% less capital invested

Capital invested by funds: $1.23B → $1.15B (-$80.4M)

51% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 97

97% less call options, than puts

Call options by funds: $211K | Put options by funds: $7.75M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
217
Holders Change
+7
Holders Change %
+3.33%
% of All Funds
2.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
48
Reduced
97
Closed
25
Calls
$211K
Puts
$7.75M
Net Calls
-$7.54M
Net Calls Change
-$7.62M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
201
SouthState Corp
Florida
$1.71K
BBHC
202
Brown Brothers Harriman & Co
New York
$1.52K +$1.43K +88 New
CT
203
Clearstead Trust
Maine
$1.47K +$1.38K +85 New
Jones Financial Companies
204
Jones Financial Companies
Missouri
$1.28K +$1.19K +73 New
FMII
205
Farmers & Merchants Investments Inc
Nebraska
$1.13K
SC
206
Stephens Consulting
Michigan
$865
WBC
207
West Branch Capital
Massachusetts
$814
KG
208
Kilter Group
New York
$433 +$407 +25 New
BWAM
209
Boyd Watterson Asset Management
Ohio
$346
GRP
210
Global Retirement Partners
California
$208 +$195 +12 New
CTB
211
Country Trust Bank
Illinois
$173 +$163 +10 New
LFG
212
Larson Financial Group
Missouri
$156 +$65 +4 +80%
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$87 -$2.31K -142 -97%
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$68
RA
215
Rise Advisors
New York
$44
HNB
216
Huntington National Bank
Ohio
$17
ZBNA
217
Zions Bancorporation, National Association
Utah
$17
ACB
218
Aristotle Capital Boston
Massachusetts
-$8.02M -498,038 Closed
GCA
219
GSI Capital Advisors
California
-$3.25M -201,884 Closed
DFCM
220
Dark Forest Capital Management
Puerto Rico
-$2.02M -125,487 Closed
NAAA
221
New Age Alpha Advisors
New York
-$960K -59,605 Closed
CF
222
Corebridge Financial
Texas
-$688K -42,685 Closed
CIM
223
Cambria Investment Management
California
-$473K -29,387 Closed
AC
224
Allstate Corporation
Illinois
-$470K -29,201 Closed
VRS
225
Virginia Retirement Systems
Virginia
-$317K -19,700 Closed

JBGS Hedge Fund Activity: Q2 2025 in Review

217 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q2 2025, worth a combined $1.15B — down 6.5% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new JBGS positions and 25 closed out — a net gain of 8 holders — while 48 added to existing stakes and 97 trimmed.

The largest buyer was Loews Corp, opening a new position worth an estimated $11.5M. The largest seller was BlackRock, cutting an estimated $39.1M.

  • 217 institutional investors held JBG SMITH (JBGS) as of Q2 2025, up from 210 in Q1 2025.
  • Funds reported $1.15B of JBG SMITH stock for Q2 2025, down 6.5% quarter-over-quarter.
  • 33 funds opened new JBG SMITH positions in Q2 2025 and 25 closed out, a net change of +8 holders.
  • The largest JBG SMITH buyer in Q2 2025 was Loews Corp, an estimated $11.5M added.
  • The largest JBG SMITH seller in Q2 2025 was BlackRock, an estimated $39.1M sold.

Based on aggregated 13F filings for Q2 2025.