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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
AAP
326
Arax Advisory Partners
Colorado
$3.13K -$335 -3 -10%
QL
327
Quarry LP
New York
$2.89K +$2.68K +24 New
CT
328
Clearstead Trust
Maine
$2.65K +$2.46K +22 New
FMII
329
Farmers & Merchants Investments Inc
Nebraska
$2.52K
VWM
330
Vermillion Wealth Management
Minnesota
$2.41K +$2.23K +20 New
NA
331
NewEdge Advisors
Louisiana
$2.4K
GK
332
Graney & King
New York
$2.29K
JWA
333
JFS Wealth Advisors
Pennsylvania
$2.17K -$112 -1 -5%
GRP
334
Global Retirement Partners
California
$1.93K +$1.79K +16 New
FNWA
335
Financial Network Wealth Advisors
Utah
$1.8K +$1.68K +15 New
AssetMark Inc
336
AssetMark Inc
California
$1.56K +$559 +5 +63%
PA
337
Parallel Advisors
California
$1.56K +$1.23K +11 +550%
TPCW
338
TD Private Client Wealth
New York
$1.56K +$1.45K +13 New
NFSG
339
Newbridge Financial Services Group
Florida
$842
TWD
340
True Wealth Design
Ohio
$842 +$447 +4 +133%
S
341
Sachetta
Massachusetts
$722
EP
342
Essential Partners
California
$601 +$559 +5 New
PCFFS
343
Pacific Center for Financial Services
California
$482
DPW
344
DiNuzzo Private Wealth
Pennsylvania
$361 -$335 -3 -50%
CPG
345
Cornerstone Planning Group
New Jersey
$280
SIC
346
SJS Investment Consulting
Ohio
$241 -$335 -3 -60%
AWM
347
Abound Wealth Management
Tennessee
$241
SC
348
Stephens Consulting
Michigan
$121 -$1.01K -9 -90%
PWM
349
Parkworth Wealth Management
California
$120
TIM
350
Tortoise Investment Management
New York
$120 +$112 +1 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.