JBS N.V.
238 hedge funds and large institutions have $5.09B invested in JBS N.V. in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 93 increasing their positions, 73 reducing their positions, and 38 closing their positions.
123% more capital invested
Capital invested by funds: $2.29B → $5.09B (+$2.81B)
118% more call options, than puts
Call options by funds: $183M | Put options by funds: $83.9M
29% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 38
27% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 73
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
2% more funds holding
Funds holding: 233 → 238 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$163M |
| 2 |
CC
Carrhae Capital
London,
United Kingdom
|
+$44.6M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$42.5M |
| 4 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$33.8M |
| 5 |
WP
Woodline Partners
San Francisco,
California
|
+$31.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBP
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
-$143M |
| 2 |
Millennium Management
New York
|
-$51.8M |
| 3 |
D.E. Shaw & Co
New York
|
-$34.7M |
| 4 |
Jane Street
New York
|
-$33.4M |
| 5 |
Two Sigma Advisers
New York
|
-$26.3M |
JBS Hedge Fund Activity: Q4 2025 in Review
238 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in JBS N.V. (JBS) for Q4 2025, worth a combined $5.09B — up 123% from $2.29B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new JBS positions and 38 closed out — a net gain of 11 holders — while 93 added to existing stakes and 73 trimmed.
The largest buyer was Davis Selected Advisers, opening a new position worth an estimated $163M. The largest seller was Banco BTG Pactual, exiting entirely with an estimated $143M sold.
- 238 institutional investors held JBS N.V. (JBS) as of Q4 2025, up from 233 in Q3 2025.
- Funds reported $5.09B of JBS N.V. stock for Q4 2025, up 123% quarter-over-quarter.
- 49 funds opened new JBS N.V. positions in Q4 2025 and 38 closed out, a net change of +11 holders.
- The largest JBS N.V. buyer in Q4 2025 was Davis Selected Advisers, an estimated $163M added.
- The largest JBS N.V. seller in Q4 2025 was Banco BTG Pactual, an estimated $143M sold.
Based on aggregated 13F filings for Q4 2025.