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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
BIA
201
Bell Investment Advisors
California
$2.31K – – –
ASN
202
Advisory Services Network
Georgia
$2.18K +$2.02K +98 New
BBHC
203
Brown Brothers Harriman & Co
New York
$1.96K – – –
CT
204
Clearstead Trust
Maine
$1.89K – – –
QC
205
Quent Capital
New York
$1.82K +$1.69K +82 New
Jones Financial Companies
206
Jones Financial Companies
Missouri
$1.6K – – –
SC
207
SouthState Corp
Florida
$1.56K -$597 -29 -29%
QL
208
Quarry LP
New York
$1.22K +$1.13K +55 New
FMII
209
Farmers & Merchants Investments Inc
Nebraska
$1.11K -$309 -15 -23%
WBC
210
West Branch Capital
Massachusetts
$1.05K – – –
KG
211
Kilter Group
New York
$557 – – –
FC
212
Financial Consulate
Maryland
$557 +$515 +25 New
Optiver Holding
213
Optiver Holding
Netherlands
$512 -$4.16K -202 -90%
BWAM
214
Boyd Watterson Asset Management
Ohio
$445 – – –
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$355 +$247 +12 +300%
TPBG
216
Turning Point Benefit Group
Maryland
$330 +$309 +15 New
AssetMark Inc
217
AssetMark Inc
California
$312 +$288 +14 New
GRP
218
Global Retirement Partners
California
$267 – – –
CTB
219
Country Trust Bank
Illinois
$223 – – –
CPG
220
Cornerstone Planning Group
New Jersey
$194 +$206 +10 New
RA
221
Rise Advisors
New York
$58 – – –
HNB
222
Huntington National Bank
Ohio
$22 – – –
ZBNA
223
Zions Bancorporation, National Association
Utah
$22 – – –
WG
224
Winton Group
United Kingdom
– -$3.18M -184,016 Closed
Renaissance Technologies
225
Renaissance Technologies
New York
– -$2.04M -117,800 Closed
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.