JBTM

JBT Marel

367 hedge funds and large institutions have $6.83B invested in JBT Marel in 2025 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 130 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

14% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 114

5% more funds holding

Funds holding: 348367 (+19)

4.5% more ownership

Funds ownership: 89.03%93.54% (+4.5%)

Holders
367
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$44.6M
Puts
$17M
Net Calls
Net Calls Change

Top Buyers

1 +$165M
2 +$71.4M
3 +$58.5M
4
BlackRock
BlackRock
New York
+$55.9M
5
1SP
140 Summer Partners
New York
+$49.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
326
Private Wealth Management Group
New Jersey
$11.8K
GSWM
327
Golden State Wealth Management
California
$11.2K
HFS
328
Hantz Financial Services
Michigan
$11K
BFS
329
Bare Financial Services
Pennsylvania
$10.7K
LI
330
LRI Investments
Florida
$10.4K
CI
331
CX Institutional
Indiana
$9K
HWP
332
Highline Wealth Partners
California
$8.99K
BCWM
333
Bartlett & Co Wealth Management
Ohio
$6.74K
PFBT
334
Parkside Financial Bank & Trust
Missouri
$6.6K
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$5.76K
CA
336
Clearstead Advisors
Ohio
$4.92K
HNW
337
High Note Wealth
Minnesota
$4.92K
CMBA
338
C.M. Bidwell & Associates
Hawaii
$4.49K
QL
339
Quarry LP
New York
$3.23K
AssetMark Inc
340
AssetMark Inc
California
$3.23K
CT
341
Clearstead Trust
Maine
$3.09K
FMII
342
Farmers & Merchants Investments Inc
Nebraska
$2.95K
VWM
343
Vermillion Wealth Management
Minnesota
$2.81K
NA
344
NewEdge Advisors
Louisiana
$2.81K
GK
345
Graney & King
New York
$2.67K
JWA
346
JFS Wealth Advisors
Pennsylvania
$2.53K
FNWA
347
Financial Network Wealth Advisors
Utah
$2.11K
GRP
348
Global Retirement Partners
California
$1.97K
TPCW
349
TD Private Client Wealth
New York
$1.83K
PA
350
Parallel Advisors
California
$1.83K