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John B. Sanfilippo & Son

191 hedge funds and large institutions have $586M invested in John B. Sanfilippo & Son in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.7% less ownership

Funds ownership: 92.3%91.6% (-0.7%)

7% less call options, than puts

Call options by funds: $531K | Put options by funds: $574K

5% less funds holding

Funds holding: 200191 (-9)

19% less capital invested

Capital invested by funds: $724M → $586M (-$138M)

29% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 31

36% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 86

Holders
191
Holders Change
-9
Holders Change %
-4.5%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
55
Reduced
86
Closed
31
Calls
$531K
Puts
$574K
Net Calls
-$43K
Net Calls Change
-$758K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$110M -$2.28M -29,826 -2%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$68.4M +$196K +2,567 +0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$55.7M +$6.1M +79,763 +11%
State Street
4
State Street
Massachusetts
$25.9M -$372K -4,864 -1%
RA
5
Royce & Associates
New York
$21.5M -$3M -39,251 -11%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$20.8M -$124K -1,627 -0.6%
Renaissance Technologies
7
Renaissance Technologies
New York
$16.7M +$1.14M +14,914 +7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$15.2M -$263K -3,439 -2%
UBS Group
9
UBS Group
Switzerland
$14.7M -$2.61M -34,141 -14%
Charles Schwab
10
Charles Schwab
California
$11M +$914K +11,955 +8%
Public Employees Retirement Association of Colorado
11
Public Employees Retirement Association of Colorado
Colorado
$10.1M
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$9.37M +$9.83M +128,476 +3,278%
GI
13
GAMCO Investors
Connecticut
$9.27M +$3.3M +43,160 +49%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$9.11M +$765 +10 +0%
Deutsche Bank
15
Deutsche Bank
Germany
$9.01M +$1.29M +16,875 +15%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$8.99M +$9.7M +126,800 New
HPCM
17
Hunter Perkins Capital Management
Illinois
$8.49M +$1.09M +14,301 +14%
Morgan Stanley
18
Morgan Stanley
New York
$8.44M -$402K -5,256 -4%
Amundi
19
Amundi
France
$7.88M -$177K -2,311 -2%
American Century Companies
20
American Century Companies
Missouri
$7.09M -$592K -7,735 -7%
Northern Trust
21
Northern Trust
Illinois
$6.81M -$315K -4,124 -4%
Teacher Retirement System of Texas
22
Teacher Retirement System of Texas
Texas
$6.17M -$135K -1,765 -2%
Invesco
23
Invesco
Georgia
$5.72M +$130K +1,694 +2%
Two Sigma Investments
24
Two Sigma Investments
New York
$5.33M -$1.12M -14,603 -16%
Goldman Sachs
25
Goldman Sachs
New York
$4.86M -$559K -7,308 -10%

JBSS Hedge Fund Activity: Q1 2025 in Review

191 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in John B. Sanfilippo & Son (JBSS) for Q1 2025, worth a combined $586M — down 19% from $724M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of JBSS and 22 opened new positions — a net loss of 9 holders — while 86 trimmed existing stakes and 55 added.

The largest buyer was Janus Henderson Group, adding an estimated $9.83M. The largest seller was Millennium Management, cutting an estimated $6.43M.

  • 191 institutional investors held John B. Sanfilippo & Son (JBSS) as of Q1 2025, down from 200 in Q4 2024.
  • Funds reported $586M of John B. Sanfilippo & Son stock for Q1 2025, down 19% quarter-over-quarter.
  • 22 funds opened new John B. Sanfilippo & Son positions in Q1 2025 and 31 closed out, a net change of -9 holders.
  • The largest John B. Sanfilippo & Son buyer in Q1 2025 was Janus Henderson Group, an estimated $9.83M added.
  • The largest John B. Sanfilippo & Son seller in Q1 2025 was Millennium Management, an estimated $6.43M sold.

Based on aggregated 13F filings for Q1 2025.