JBTM

JBT Marel

384 hedge funds and large institutions have $7.57B invested in JBT Marel in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 131 increasing their positions, 138 reducing their positions, and 37 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

Funds holding:

3.03% more ownership

Funds ownership: 93.54%96.57% (+3%)

5% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 138

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
384
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$68.6M
Puts
$13.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
351
AssetMark Inc
California
$3.46K
EB
352
Eastern Bank
Massachusetts
$3.31K
GRP
353
Global Retirement Partners
California
$3.17K
VWM
354
Vermillion Wealth Management
Minnesota
$3.02K
GK
355
Graney & King
New York
$2.86K
JWA
356
JFS Wealth Advisors
Pennsylvania
$2.71K
PA
357
Parallel Advisors
California
$2.56K
FNWA
358
Financial Network Wealth Advisors
Utah
$2.26K
TPCW
359
TD Private Client Wealth
New York
$1.96K
EW
360
Elyxium Wealth
California
$1.66K
RWS
361
Retirement Wealth Solutions
Wisconsin
$1.51K
MCM
362
MAI Capital Management
Ohio
$1.36K
CIAS
363
Capital Investment Advisory Services
North Carolina
$1.05K
NFSG
364
Newbridge Financial Services Group
Florida
$1.05K
TWD
365
True Wealth Design
Ohio
$1.05K
AW
366
Ankerstar Wealth
Texas
$1.05K
CAL
367
Capital Advisors Ltd
Ohio
$1K
S
368
Sachetta
Massachusetts
$905
RF
369
Rossby Financial
Florida
$904
FHA
370
Flagship Harbor Advisors
Massachusetts
$754
CTC
371
Central Trust Company
Missouri
$754
S
372
SignatureFD
Georgia
$603
CMA
373
Cedar Mountain Advisors
Oregon
$603
GWM
374
Gilpin Wealth Management
Colorado
$603
PCFFS
375
Pacific Center for Financial Services
California
$562