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JOF

Japan Smaller Capitalization Fund

51 hedge funds and large institutions have $245M invested in Japan Smaller Capitalization Fund in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

11% more funds holding

Funds holding: 4651 (+5)

6% more capital invested

Capital invested by funds: $232M → $245M (+$13.2M)

0.23% more ownership

Funds ownership: 77.65%77.88% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

50% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 20

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
10
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWMP
26
Noble Wealth Management PBC
Colorado
$525K -$61.7K -5,867 -11%
SAMC
27
Spectrum Asset Management (California)
California
$521K +$494K +47,055 New
ACM
28
Altium Capital Management
New York
$441K +$418K +39,775 New
BA
29
Bard Associates
Illinois
$435K -$89K -8,467 -18%
DAS
30
Dynamic Advisor Solutions
Arizona
$386K -$399 -38 -0.1%
DWM
31
DKM Wealth Management
California
$377K
BWA
32
Beam Wealth Advisors
Louisiana
$338K -$21K -2,000 -6%
SWA
33
Sax Wealth Advisors
New Jersey
$302K +$286K +27,225 New
MWA
34
Mills Wealth Advisors
Texas
$275K -$504 -48 -0.2%
TPM
35
Triasima Portfolio Management
Quebec, Canada
$242K +$63K +6,000 +38%
ISL
36
Ingalls & Snyder LLC
New York
$222K
RGC
37
Roberts, Glore & Co
Illinois
$195K
SP
38
Successful Portfolios
Florida
$167K
CTA
39
Colonial Trust Advisors
South Carolina
$104K +$98.8K +9,399 New
Osaic Holdings
40
Osaic Holdings
Arizona
$98.9K +$988 +94 +1%
UBS Group
41
UBS Group
Switzerland
$90.8K -$5.26K -501 -6%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$67.1K
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$50K
IAIM
44
International Assets Investment Management
Florida
$43.2K +$41K +3,900 New
TJHA
45
Thomas J. Herzfeld Advisors
Florida
$20.5K
US Bancorp
46
US Bancorp
Minnesota
$16.9K
JP Morgan Chase
47
JP Morgan Chase
New York
$7.87K +$7.46K +710 New
AA
48
Ancora Advisors
Ohio
$5.54K
HWP
49
Highline Wealth Partners
California
$3.32K +$3.15K +300 New
FHA
50
Flagship Harbor Advisors
Massachusetts
$2.22K +$2.1K +200 New