We are live on ! Find out more
SJM icon

J.M. Smucker

833 hedge funds and large institutions have $10.9B invested in J.M. Smucker in 2025 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 268 increasing their positions, 301 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

41% more call options, than puts

Call options by funds: $139M | Put options by funds: $98.7M

13% more capital invested

Capital invested by funds: $9.65B → $10.9B (+$1.28B)

4.32% more ownership

Funds ownership: 82.4%86.71% (+4.3%)

1% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 100

1% less funds holding

Funds holding: 844833 (-11)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 301

Holders
833
Holders Change
-11
Holders Change %
-1.3%
% of All Funds
11.17%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
99
Increased
268
Reduced
301
Closed
100
Calls
$139M
Puts
$98.7M
Net Calls
+$40.2M
Net Calls Change
-$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
326
Naples Global Advisors
Florida
$1.07M +$21.6K +200 +2%
MC
327
Moors & Cabot
Massachusetts
$1.07M -$18.8K -174 -2%
WP
328
Woodline Partners
California
$1.06M +$281K +2,600 +41%
Aristotle Capital Management
329
Aristotle Capital Management
California
$1.06M
EF
330
Exeter Financial
Arizona
$1.06M +$300K +2,775 +45%
PJWM
331
Philip James Wealth Mangement
Georgia
$1.06M +$78.9K +731 +9%
AF
332
Allworth Financial
California
$1.02M -$972 -9 -0.1%
DBRC
333
D.B. Root & Company
Pennsylvania
$1.02M -$108K -1,001 -10%
Bessemer Group
334
Bessemer Group
New Jersey
$1.01M -$1.89M -17,465 -67%
MSU
335
Mizuho Securities USA
New York
$1.01M -$169K -1,564 -16%
PCMF
336
Private Capital Management (Florida)
Florida
$983K +$352K +3,262 +65%
CIG
337
CCM Investment Group
Minnesota
$983K +$36.9K +342 +4%
EHWM
338
Eads & Heald Wealth Management
Georgia
$982K -$9.18K -85 -1%
CW
339
CreativeOne Wealth
Kansas
$977K +$98.2K +909 +12%
AI
340
Atria Investments
North Carolina
$976K +$46.4K +430 +6%
FHA
341
Flagship Harbor Advisors
Massachusetts
$974K -$77.4K -717 -8%
TRSOTSOK
342
Teachers Retirement System of the State of Kentucky
Kentucky
$973K +$35K +324 +4%
BF
343
BOK Financial
Oklahoma
$968K +$106K +979 +14%
Pacer Advisors
344
Pacer Advisors
Pennsylvania
$950K -$780K -7,226 -47%
WC
345
Westhampton Capital
North Carolina
$929K +$119K +1,100 +16%
WS
346
Wedbush Securities
California
$921K +$67.4K +624 +9%
QIM
347
Quantitative Investment Management
Virginia
$911K +$831K +7,695 New
DC
348
Davenport & Co
Virginia
$905K -$222K -2,052 -21%
HWAM
349
Hennion & Walsh Asset Management
New Jersey
$902K -$179K -1,653 -18%
IWC
350
Integrated Wealth Concepts
Massachusetts
$886K +$597K +5,529 +283%

SJM Hedge Fund Activity: Q1 2025 in Review

833 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2025, worth a combined $10.9B — up 13% from $9.65B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of SJM and 99 opened new positions — a net loss of 1 holder — while 301 trimmed existing stakes and 268 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $167M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $145M sold.

  • 833 institutional investors held J.M. Smucker (SJM) as of Q1 2025, down from 844 in Q4 2024.
  • Funds reported $10.9B of J.M. Smucker stock for Q1 2025, up 13% quarter-over-quarter.
  • 99 funds opened new J.M. Smucker positions in Q1 2025 and 100 closed out, a net change of -1 holder.
  • The largest J.M. Smucker buyer in Q1 2025 was Balyasny Asset Management, an estimated $167M added.
  • The largest J.M. Smucker seller in Q1 2025 was Champlain Investment Partners, an estimated $145M sold.

Based on aggregated 13F filings for Q1 2025.