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777 hedge funds and large institutions have $14.9B invested in Jabil in 2024 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 260 increasing their positions, 277 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 54

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

18% more capital invested

Capital invested by funds: $12.6B → $14.9B (+$2.33B)

11% more funds holding

Funds holding: 700777 (+77)

0.19% more ownership

Funds ownership: 92.74%92.92% (+0.19%)

6% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 277

11% less call options, than puts

Call options by funds: $434M | Put options by funds: $488M

Holders
777
Holders Change
+77
Holders Change %
+11%
% of All Funds
10.23%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.18%
New
140
Increased
260
Reduced
277
Closed
54
Calls
$434M
Puts
$488M
Net Calls
-$54.8M
Net Calls Change
-$83.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
601
Trust Asset Management
Texas
$212K +$193K +1,475 New
LNWWM
602
Laird Norton Wetherby Wealth Management
California
$211K +$193K +1,468 New
SRL
603
Scientech Research LLC
New Jersey
$209K -$1.57M -11,967 -89%
MTC
604
Matrix Trust Company
Colorado
$209K +$142K +1,081 +291%
P
605
&Partners
Tennessee
$207K +$181K +1,383 New
SB
606
Simmons Bank
Arkansas
$207K +$189K +1,440 New
BSHC
607
Breed's Hill Capital
Massachusetts
$201K +$184K +1,400 New
BAAM
608
Baker Avenue Asset Management
California
$201K +$183K +1,397 New
PWM
609
Perigon Wealth Management
California
$201K +$163K +1,242 New
CTA
610
Chesley Taft & Associates
Illinois
$201K +$183K +1,395 New
MG
611
Mather Group
Illinois
$189K -$44.5K -339 -20%
EDRH
612
Edmond de Rothschild Holding
Switzerland
$178K
Jones Financial Companies
613
Jones Financial Companies
Missouri
$175K +$69.5K +530 +77%
PWA
614
Provenance Wealth Advisors
Florida
$158K
QL
615
Quarry LP
New York
$150K -$59.5K -454 -30%
GRP
616
Global Retirement Partners
California
$147K +$68.9K +525 +105%
CAM
617
Creekmur Asset Management
Illinois
$135K -$7.74K -59 -6%
SAM
618
Shell Asset Management
Netherlands
$134K +$122K +929 New
CPBTD
619
Central Pacific Bank - Trust Division
Hawaii
$130K -$2.49K -19 -2%
SIC
620
Salem Investment Counselors
North Carolina
$130K
CFFP
621
Center for Financial Planning
Michigan
$120K
FMB
622
Field & Main Bank
Kentucky
$120K
CAL
623
Capital Analysts LLC
Pennsylvania
$118K
VWM
624
Venturi Wealth Management
Texas
$117K -$12.1K -92 -10%
VCM
625
Versant Capital Management
Arizona
$115K -$9.71K -74 -8%

JBL Hedge Fund Activity: Q4 2024 in Review

777 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q4 2024, worth a combined $14.9B — up 18% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new JBL positions and 54 closed out — a net gain of 86 holders — while 260 added to existing stakes and 277 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $761M. The largest seller was Pacer Advisors, cutting an estimated $287M.

  • 777 institutional investors held Jabil (JBL) as of Q4 2024, up from 700 in Q3 2024.
  • Funds reported $14.9B of Jabil stock for Q4 2024, up 18% quarter-over-quarter.
  • 140 funds opened new Jabil positions in Q4 2024 and 54 closed out, a net change of +86 holders.
  • The largest Jabil buyer in Q4 2024 was Wellington Management Group, an estimated $761M added.
  • The largest Jabil seller in Q4 2024 was Pacer Advisors, an estimated $287M sold.

Based on aggregated 13F filings for Q4 2024.