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J.M. Smucker

796 hedge funds and large institutions have $9.13B invested in J.M. Smucker in 2025 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 291 increasing their positions, 263 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $173M | Put options by funds: $118M

11% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 263

0.56% more ownership

Funds ownership: 86.71%87.27% (+0.56%)

4% less funds holding

Funds holding: 833796 (-37)

16% less capital invested

Capital invested by funds: $10.9B → $9.13B (-$1.8B)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

23% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 122

Holders
796
Holders Change
-37
Holders Change %
-4.44%
% of All Funds
10.48%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
94
Increased
291
Reduced
263
Closed
122
Calls
$173M
Puts
$118M
Net Calls
+$55.5M
Net Calls Change
+$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
326
Integrated Wealth Concepts
Massachusetts
$795K +$68.2K +620 +8%
CW
327
CreativeOne Wealth
Kansas
$793K -$19.7K -179 -2%
Public Sector Pension Investment Board (PSP Investments)
328
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$785K -$708K -6,437 -45%
AAS
329
Avantax Advisory Services
Texas
$782K -$1.24M -11,245 -59%
Macquarie Group
330
Macquarie Group
Australia
$775K -$306K -2,783 -26%
BF
331
BOK Financial
Oklahoma
$772K -$34.2K -311 -4%
FHA
332
Flagship Harbor Advisors
Massachusetts
$769K -$43.5K -396 -5%
DBRC
333
D.B. Root & Company
Pennsylvania
$763K -$90.6K -824 -10%
Mercer Global Advisors
334
Mercer Global Advisors
Colorado
$756K +$201K +1,825 +31%
CANC
335
Culbertson A N & Co
Virginia
$741K -$203K -1,845 -20%
EF
336
Exeter Financial
Arizona
$740K -$156K -1,416 -16%
SC
337
Stance Capital
Massachusetts
$739K +$827K +7,523 New
AF
338
Avanza Fonder
Sweden
$727K +$814K +7,408 New
MSFP
339
Mark Sheptoff Financial Planning
Connecticut
$724K -$689K -6,266 -46%
MSU
340
Mizuho Securities USA
New York
$722K -$129K -1,172 -14%
SAG
341
SageView Advisory Group
California
$721K +$5.61K +51 +0.8%
TCM
342
Twin Capital Management
Pennsylvania
$719K +$12.9K +117 +2%
WJWM
343
Williams Jones Wealth Management
New York
$716K
DC
344
Davenport & Co
Virginia
$714K -$40.8K -371 -5%
RCYC
345
Richard C. Young & Co
Rhode Island
$700K -$19.2K -175 -2%
P
346
&Partners
Tennessee
$699K -$497K -4,520 -39%
IC
347
IEQ Capital
California
$693K +$776K +7,054 New
VIG
348
Vienna Insurance Group
Poland
$691K -$394K -3,588 -34%
SCM
349
Sterling Capital Management
North Carolina
$677K +$128K +1,162 +20%
SPIA
350
Steward Partners Investment Advisory
New York
$669K +$30.1K +274 +4%

SJM Hedge Fund Activity: Q2 2025 in Review

796 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2025, worth a combined $9.13B — down 16% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of SJM and 94 opened new positions — a net loss of 28 holders — while 263 trimmed existing stakes and 291 added.

The largest buyer was Millennium Management, adding an estimated $195M. The largest seller was Fidelity International, cutting an estimated $132M.

  • 796 institutional investors held J.M. Smucker (SJM) as of Q2 2025, down from 833 in Q1 2025.
  • Funds reported $9.13B of J.M. Smucker stock for Q2 2025, down 16% quarter-over-quarter.
  • 94 funds opened new J.M. Smucker positions in Q2 2025 and 122 closed out, a net change of -28 holders.
  • The largest J.M. Smucker buyer in Q2 2025 was Millennium Management, an estimated $195M added.
  • The largest J.M. Smucker seller in Q2 2025 was Fidelity International, an estimated $132M sold.

Based on aggregated 13F filings for Q2 2025.