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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
Rafferty Asset Management
351
Rafferty Asset Management
New York
$869K -$206K -1,906 -21%
GFA
352
Gallagher Fiduciary Advisors
Illinois
$868K +$30.7K +284 +4%
RCYC
353
Richard C. Young & Co
Rhode Island
$865K -$64.4K -596 -8%
WJWM
354
Williams Jones Wealth Management
New York
$864K
HI
355
Humankind Investments
New York
$862K -$11.3K -105 -1%
TCM
356
Twin Capital Management
Pennsylvania
$853K -$92.8K -859 -11%
FMII
357
Farmers & Merchants Investments Inc
Nebraska
$838K
KRS
358
Kentucky Retirement Systems
Kentucky
$834K -$29.2K -270 -4%
Mackenzie Financial
359
Mackenzie Financial
Ontario, Canada
$833K -$16.6K -154 -2%
BHCM
360
Brevan Howard Capital Management
Jersey
$829K +$756K +7,001 New
GWM
361
Greenwich Wealth Management
Connecticut
$827K +$150K +1,386 +25%
GWP
362
Gen-Wealth Partners
Michigan
$827K +$52.5K +486 +7%
CAM
363
Creekmur Asset Management
Illinois
$824K +$747K +6,920 +16,476%
HVIA
364
Hudson Valley Investment Advisors
New York
$822K
NFG
365
Northeast Financial Group
Pennsylvania
$806K +$735K +6,807 New
AIP
366
Ameritas Investment Partners
Nebraska
$802K -$398K -3,681 -35%
SYBT
367
Stock Yards Bank & Trust
Kentucky
$798K -$95.8K -887 -12%
CIG
368
Cullen Investment Group
Louisiana
$783K -$120K -1,114 -14%
SAG
369
SageView Advisory Group
California
$780K -$16.1K -149 -2%
SPIA
370
Steward Partners Investment Advisory
New York
$774K +$117K +1,082 +20%
RHAM
371
Round Hill Asset Management
California
$774K -$32.4K -300 -4%
HIMCH
372
Hartford Investment Management Co (HIMCO)
Connecticut
$768K -$7.02K -65 -1%
GT
373
Glenmede Trust
Pennsylvania
$757K -$339K -3,141 -33%
MC
374
Machina Capital
France
$712K -$1.05M -9,747 -62%
SA
375
Sanctuary Advisors
Indiana
$703K -$191K -1,771 -23%

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.