We are live on ! Find out more
JBTM

JBT Marel

351 hedge funds and large institutions have $5.78B invested in JBT Marel in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 140 increasing their positions, 107 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $18.4M | Put options by funds: $6.88M

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

31% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 107

4% more funds holding

Funds holding: 337351 (+14)

4.01% more ownership

Funds ownership: 88.38%92.38% (+4%)

3% more capital invested

Capital invested by funds: $5.6B → $5.78B (+$173M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
351
Holders Change
+14
Holders Change %
+4.15%
% of All Funds
4.62%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
58
Increased
140
Reduced
107
Closed
42
Calls
$18.4M
Puts
$6.88M
Net Calls
+$11.6M
Net Calls Change
+$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
226
Mackenzie Financial
Ontario, Canada
$358K +$91.4K +818 +38%
CL
227
Choreo LLC
Illinois
$349K +$324K +2,899 New
PNC Financial Services Group
228
PNC Financial Services Group
Pennsylvania
$348K -$15.4K -138 -5%
BIM
229
Bridges Investment Management
Nebraska
$345K
TC
230
TownSquare Capital
Utah
$338K +$314K +2,809 New
QCM
231
QRG Capital Management
Illinois
$334K -$79.2K -709 -20%
Sumitomo Mitsui Trust Group
232
Sumitomo Mitsui Trust Group
Japan
$330K +$307K +2,747 New
PS
233
Principal Securities
Iowa
$327K +$106K +947 +53%
CIBC Asset Management
234
CIBC Asset Management
Ontario, Canada
$326K
Envestnet Portfolio Solutions
235
Envestnet Portfolio Solutions
Illinois
$319K +$24.5K +219 +9%
Lido Advisors
236
Lido Advisors
California
$308K -$12.7K -114 -4%
KAS
237
Kestra Advisory Services
Texas
$301K +$279K +2,500 New
SB
238
SIG Brokerage
New York
$294K +$273K +2,446 New
CGH
239
Crossmark Global Holdings
Texas
$292K +$15.4K +138 +6%
PWG
240
Portside Wealth Group
Utah
$292K +$272K +2,430 New
OAM
241
Oppenheimer Asset Management
New York
$292K -$108K -968 -29%
SIG
242
Stonegate Investment Group
Alabama
$276K +$25.1K +225 +11%
WA
243
Wealth Alliance
New York
$276K +$9.39K +84 +4%
Janney Montgomery Scott
244
Janney Montgomery Scott
Pennsylvania
$272K -$11.2K -100 -4%
OSAM
245
O'Shaughnessy Asset Management
Connecticut
$269K -$34.5K -309 -12%
PA
246
Profund Advisors
Maryland
$266K +$11.2K +100 +5%
Wealth Enhancement Advisory Services
247
Wealth Enhancement Advisory Services
Minnesota
$263K +$233K +2,083 New
Mariner
248
Mariner
Kansas
$260K -$98K -877 -29%
NSEDCP
249
NJ State Employees Deferred Compensation Plan
New Jersey
$260K
IIC
250
Integrated Investment Consultants
Michigan
$259K +$241K +2,157 New

JBTM Hedge Fund Activity: Q2 2025 in Review

351 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q2 2025, worth a combined $5.78B — up 3.1% from $5.6B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new JBTM positions and 42 closed out — a net gain of 16 holders — while 140 added to existing stakes and 107 trimmed.

The largest buyer was Congress Asset Management, opening a new position worth an estimated $49.7M. The largest seller was Conestoga Capital Advisors, cutting an estimated $87.7M.

  • 351 institutional investors held JBT Marel (JBTM) as of Q2 2025, up from 337 in Q1 2025.
  • Funds reported $5.78B of JBT Marel stock for Q2 2025, up 3.1% quarter-over-quarter.
  • 58 funds opened new JBT Marel positions in Q2 2025 and 42 closed out, a net change of +16 holders.
  • The largest JBT Marel buyer in Q2 2025 was Congress Asset Management, an estimated $49.7M added.
  • The largest JBT Marel seller in Q2 2025 was Conestoga Capital Advisors, an estimated $87.7M sold.

Based on aggregated 13F filings for Q2 2025.