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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
PFBT
701
Parkside Financial Bank & Trust
Missouri
$14.7K +$1.31K +10 +11%
PC
702
Promethos Capital
Massachusetts
$14.4K
AIM
703
Anchor Investment Management
South Carolina
$14.1K
PWA
704
Physician Wealth Advisors
Utah
$14K +$12.7K +97 New
RS
705
Rakuten Securities
Japan
$14K +$9.31K +71 +273%
CAL
706
Capital Advisors Ltd
Ohio
$13K +$7.74K +59 +203%
WA
707
Whipplewood Advisors
Colorado
$12.8K +$11.7K +89 New
KFI
708
Key Financial Inc
Pennsylvania
$12.5K
SIM
709
Synergy Investment Management
Florida
$12.4K +$11.4K +87 New
BIA
710
Bell Investment Advisors
California
$11.5K -$787 -6 -7%
FMII
711
Farmers & Merchants Investments Inc
Nebraska
$11.5K
AA
712
Ancora Advisors
Ohio
$10.5K
WA
713
WPG Advisers
Maryland
$9.64K +$8.79K +67 New
AF
714
Atala Financial
California
$9.21K +$8.39K +64 New
CTWM
715
Cherry Tree Wealth Management
Minnesota
$9.07K
EWP
716
Elevation Wealth Partners
California
$8.63K
BTD
717
BankPlus Trust Department
Mississippi
$8.49K +$7.74K +59 New
CAS
718
Coppell Advisory Solutions
Texas
$8.39K +$7.61K +58 New
AWM
719
Abound Wealth Management
Tennessee
$8.07K +$131 +1 +2%
FWM
720
FLP Wealth Management
Arkansas
$7.93K +$7.21K +55 New
SO
721
Sierra Ocean
California
$7.77K +$7.08K +54 New
BF
722
BOK Financial
Oklahoma
$6K
Lazard Asset Management
723
Lazard Asset Management
New York
$6K +$5.77K +44 New
W
724
WealthCollab
Washington
$5.9K
RCM
725
Raleigh Capital Management
North Carolina
$5.77K +$656 +5 +14%

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.