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JOF

Japan Smaller Capitalization Fund

46 hedge funds and large institutions have $232M invested in Japan Smaller Capitalization Fund in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $216M → $232M (+$15.7M)

1.51% less ownership

Funds ownership: 79.17%77.65% (-1.5%)

8% less funds holding

Funds holding: 5046 (-4)

45% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 22

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
46
Holders Change
-4
Holders Change %
-8%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
2
Increased
12
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
26
Dynamic Advisor Solutions
Arizona
$368K -$381K -37,096 -52%
DWM
27
DKM Wealth Management
California
$358K
BWA
28
Beam Wealth Advisors
Louisiana
$343K -$10.3K -1,000 -3%
MG
29
Marex Group
$286K +$278K +27,109 New
MWA
30
Mills Wealth Advisors
Texas
$262K +$154 +15 +0.1%
ISL
31
Ingalls & Snyder LLC
New York
$211K
RGC
32
Roberts, Glore & Co
Illinois
$186K
TPM
33
Triasima Portfolio Management
Quebec, Canada
$167K +$40K +3,900 +33%
QC
34
Quantedge Capital
Singapore
$164K -$211K -20,600 -57%
SP
35
Successful Portfolios
Florida
$158K
SWM
36
Seed Wealth Management
Illinois
$110K -$20.5K -2,000 -16%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$107K -$130K -12,691 -56%
Osaic Holdings
38
Osaic Holdings
Arizona
$93.1K -$6.46K -630 -7%
UBS Group
39
UBS Group
Switzerland
$91.6K -$84.2K -8,210 -49%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$63.8K
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$47K
TJHA
42
Thomas J. Herzfeld Advisors
Florida
$19.5K +$1.64K +160 +9%
US Bancorp
43
US Bancorp
Minnesota
$16.1K
Barclays
44
Barclays
United Kingdom
$10.5K
AA
45
Ancora Advisors
Ohio
$5.27K -$1.03K -100 -17%
Wells Fargo
46
Wells Fargo
California
$11 -$36.9K -3,595 -100%
SWM
47
SeaCrest Wealth Management
New York
-$669K -69,349 Closed
Nomura Asset Management
48
Nomura Asset Management
Japan
-$562K -58,257 Closed
LCM
49
Landscape Capital Management
New Jersey
-$163K -16,895 Closed
WW
50
Waterfront Wealth
Kansas
-$125K -13,000 Closed

JOF Hedge Fund Activity: Q3 2025 in Review

46 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Japan Smaller Capitalization Fund (JOF) for Q3 2025, worth a combined $232M — up 7.2% from $216M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JOF and 2 opened new positions — a net loss of 4 holders — while 22 trimmed existing stakes and 12 added.

The largest buyer was Allspring Global Investments, adding an estimated $4.66M. The largest seller was City of London Investment Management, cutting an estimated $7.85M.

  • 46 institutional investors held Japan Smaller Capitalization Fund (JOF) as of Q3 2025, down from 50 in Q2 2025.
  • Funds reported $232M of Japan Smaller Capitalization Fund stock for Q3 2025, up 7.2% quarter-over-quarter.
  • 2 funds opened new Japan Smaller Capitalization Fund positions in Q3 2025 and 6 closed out, a net change of -4 holders.
  • The largest Japan Smaller Capitalization Fund buyer in Q3 2025 was Allspring Global Investments, an estimated $4.66M added.
  • The largest Japan Smaller Capitalization Fund seller in Q3 2025 was City of London Investment Management, an estimated $7.85M sold.

Based on aggregated 13F filings for Q3 2025.