JBG SMITH
JBGS
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.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
2.49% more ownership
Funds ownership: 95.26% → 97.75% (+2.5%)
4% less funds holding
Funds holding: 224 → 216 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$23M |
| 2 |
LPC
Long Pond Capital
New York
|
+$17.4M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$7.43M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$7.25M |
| 5 |
SG Americas Securities
New York
|
+$7.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Natixis
Paris,
France
|
-$20.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$17.5M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$15.1M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$10.4M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$8.58M |
JBGS Hedge Fund Activity: Q4 2025 in Review
216 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q4 2025, worth a combined $985M — down 25% from $1.31B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of JBGS and 27 opened new positions — a net loss of 7 holders — while 91 trimmed existing stakes and 53 added.
The largest buyer was Morgan Stanley, adding an estimated $23M. The largest seller was Natixis, exiting entirely with an estimated $20.5M sold.
- 216 institutional investors held JBG SMITH (JBGS) as of Q4 2025, down from 224 in Q3 2025.
- Funds reported $985M of JBG SMITH stock for Q4 2025, down 25% quarter-over-quarter.
- 27 funds opened new JBG SMITH positions in Q4 2025 and 34 closed out, a net change of -7 holders.
- The largest JBG SMITH buyer in Q4 2025 was Morgan Stanley, an estimated $23M added.
- The largest JBG SMITH seller in Q4 2025 was Natixis, an estimated $20.5M sold.
Based on aggregated 13F filings for Q4 2025.