John B. Sanfilippo & Son
JBSS
208 hedge funds and large institutions have $588M invested in John B. Sanfilippo & Son in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 84 reducing their positions, and 21 closing their positions.
633% more call options, than puts
Call options by funds: $784K | Put options by funds: $107K
48% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 21
9% more capital invested
Capital invested by funds: $537M → $588M (+$50.6M)
2% more funds holding
Funds holding: 204 → 208 (+4)
0.37% less ownership
Funds ownership: 92.43% → 92.06% (-0.37%)
23% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 84
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
+$3.25M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$3.23M |
| 3 |
Goldman Sachs
New York
|
+$2.98M |
| 4 |
AG
Algert Global
San Francisco,
California
|
+$2.36M |
| 5 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$2.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$10.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4.37M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.22M |
| 4 |
Renaissance Technologies
New York
|
-$2.3M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$2.24M |
JBSS Hedge Fund Activity: Q4 2025 in Review
208 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in John B. Sanfilippo & Son (JBSS) for Q4 2025, worth a combined $588M — up 9.4% from $537M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new JBSS positions and 21 closed out — a net gain of 10 holders — while 65 added to existing stakes and 84 trimmed.
The largest buyer was Invenomic Capital Management, adding an estimated $3.25M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $10.1M.
- 208 institutional investors held John B. Sanfilippo & Son (JBSS) as of Q4 2025, up from 204 in Q3 2025.
- Funds reported $588M of John B. Sanfilippo & Son stock for Q4 2025, up 9.4% quarter-over-quarter.
- 31 funds opened new John B. Sanfilippo & Son positions in Q4 2025 and 21 closed out, a net change of +10 holders.
- The largest John B. Sanfilippo & Son buyer in Q4 2025 was Invenomic Capital Management, an estimated $3.25M added.
- The largest John B. Sanfilippo & Son seller in Q4 2025 was Thrivent Financial for Lutherans, an estimated $10.1M sold.
Based on aggregated 13F filings for Q4 2025.