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John B. Sanfilippo & Son

215 hedge funds and large institutions have $664M invested in John B. Sanfilippo & Son in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 84 increasing their positions, 53 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 53

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

13% more capital invested

Capital invested by funds: $588M → $664M (+$75.7M)

3% more funds holding

Funds holding: 208215 (+7)

0% more ownership

Funds ownership: 92.06%92.06% (+0%)

Holders
215
Holders Change
+7
Holders Change %
+3.37%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
84
Reduced
53
Closed
26
Calls
$1.75M
Puts
Net Calls
+$1.75M
Net Calls Change
+$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$112M +$1.22M +15,879 +1%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$65.1M -$27.5K -357 -0%
Vanguard Capital Management
3
Vanguard Capital Management
Pennsylvania
$30.2M +$29.3M +380,540 New
State Street
4
State Street
Massachusetts
$27.6M -$443K -5,757 -2%
Vanguard Portfolio Management
5
Vanguard Portfolio Management
Pennsylvania
$25.2M +$24.4M +317,634 New
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$24.8M +$928K +12,056 +4%
Deutsche Bank
7
Deutsche Bank
Germany
$20.4M +$91.5K +1,189 +0.5%
Two Sigma Investments
8
Two Sigma Investments
New York
$19.1M +$10.5M +135,867 +129%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$16.6M +$478K +6,211 +3%
GI
10
GAMCO Investors
Connecticut
$15.2M -$947K -12,300 -6%
Renaissance Technologies
11
Renaissance Technologies
New York
$14.7M -$1.35M -17,500 -9%
RA
12
Royce & Associates
New York
$14.5M -$5.07M -65,907 -26%
Charles Schwab
13
Charles Schwab
California
$13.8M -$541K -7,031 -4%
Ameriprise
14
Ameriprise
Minnesota
$11.7M -$381K -4,945 -3%
American Century Companies
15
American Century Companies
Missouri
$11.5M +$6.42M +83,381 +135%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$10.9M -$1.01M -13,110 -9%
Morgan Stanley
17
Morgan Stanley
New York
$10M -$41K -533 -0.4%
HPCM
18
Hunter Perkins Capital Management
Illinois
$9.75M -$1.03M -13,324 -10%
Janus Henderson Group
19
Janus Henderson Group
$8.14M -$674K -8,762 -8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$8.03M +$21.7K +282 +0.3%
Goldman Sachs
21
Goldman Sachs
New York
$7.94M -$21.9K -284 -0.3%
Victory Capital Management
22
Victory Capital Management
Texas
$7.81M -$1.47M -19,122 -16%
Northern Trust
23
Northern Trust
Illinois
$6.82M +$276K +3,580 +4%
DIA
24
Dean Investment Associates
Ohio
$6.12M +$565K +7,347 +11%
ICM
25
Invenomic Capital Management
Massachusetts
$5.86M -$276K -3,588 -5%

JBSS Hedge Fund Activity: Q1 2026 in Review

215 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in John B. Sanfilippo & Son (JBSS) for Q1 2026, worth a combined $664M — up 13% from $588M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new JBSS positions and 26 closed out — a net gain of 10 holders — while 84 added to existing stakes and 53 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $10.5M. The largest seller was Royce & Associates, cutting an estimated $5.07M.

  • 215 institutional investors held John B. Sanfilippo & Son (JBSS) as of Q1 2026, up from 208 in Q4 2025.
  • Funds reported $664M of John B. Sanfilippo & Son stock for Q1 2026, up 13% quarter-over-quarter.
  • 36 funds opened new John B. Sanfilippo & Son positions in Q1 2026 and 26 closed out, a net change of +10 holders.
  • The largest John B. Sanfilippo & Son buyer in Q1 2026 was Two Sigma Investments, an estimated $10.5M added.
  • The largest John B. Sanfilippo & Son seller in Q1 2026 was Royce & Associates, an estimated $5.07M sold.

Based on aggregated 13F filings for Q1 2026.