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JBGS

JBG SMITH

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: 217224 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$245M -$44.7M -2,173,467 -16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$228M -$35.3M -1,713,260 -14%
State Street
3
State Street
Massachusetts
$88.4M -$14.2M -689,685 -15%
LPC
4
Long Pond Capital
New York
$71.8M -$12.5M -605,139 -16%
Citigroup
5
Citigroup
New York
$64M -$958K -46,569 -2%
Morgan Stanley
6
Morgan Stanley
New York
$48M -$38.8M -1,885,633 -47%
Charles Schwab
7
Charles Schwab
California
$41.3M -$4.4M -213,683 -10%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$37.6M -$5.64M -274,119 -14%
PMG
9
Private Management Group
California
$35.5M -$2.08M -101,182 -6%
Northern Trust
10
Northern Trust
Illinois
$32.5M -$709K -34,449 -2%
Goldman Sachs
11
Goldman Sachs
New York
$28.1M +$7.13M +346,573 +38%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$20.9M -$2.39M -116,176 -11%
N
13
Natixis
France
$20.5M -$1.76M -85,600 -8%
Allianz Asset Management
14
Allianz Asset Management
Germany
$17.9M +$5.62M +273,118 +51%
UBS Group
15
UBS Group
Switzerland
$16.2M -$34.5M -1,675,064 -70%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$15.1M +$14M +679,781 New
Bank of America
17
Bank of America
North Carolina
$14.8M +$1.98M +96,331 +17%
Jane Street
18
Jane Street
New York
$14.1M +$3.22M +156,310 +33%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$13.4M -$2.46M -119,540 -17%
Invesco
20
Invesco
Georgia
$13.1M +$3.13M +151,959 +35%
JP Morgan Chase
21
JP Morgan Chase
New York
$12.5M -$1.04M -50,663 -8%
UBS AM
22
UBS AM
Illinois
$12.2M +$9.1M +442,253 +412%
Millennium Management
23
Millennium Management
New York
$11.9M +$7.99M +388,113 +263%
Wells Fargo
24
Wells Fargo
California
$11.2M +$271K +13,169 +3%
LC
25
Loews Corp
New York
$11M -$4.35M -211,323 -30%

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.