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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
Northwestern Mutual Wealth Management
401
Northwestern Mutual Wealth Management
Wisconsin
$585K -$61.6K -570 -10%
CYG
402
Clean Yield Group
Vermont
$585K -$62.3K -577 -10%
CGH
403
Crossmark Global Holdings
Texas
$581K -$60.9K -564 -10%
TAF
404
Tredje AP-fonden
Sweden
$579K
SMC
405
Smith, Moore & Co
Missouri
$575K +$31.6K +293 +6%
MSRPS
406
Maryland State Retirement & Pension System
Maryland
$571K -$115K -1,069 -18%
OIA
407
OneDigital Investment Advisors
Kansas
$569K +$66.1K +612 +15%
PPA
408
Painted Porch Advisors
California
$569K -$21.6K -200 -4%
WI
409
WBI Investments
New Jersey
$565K -$873K -8,082 -63%
GIBU
410
Gulf International Bank (UK)
United Kingdom
$562K -$379K -3,508 -42%
Brown Advisory
411
Brown Advisory
Maryland
$560K +$5.29K +49 +1%
NICM
412
Neo Ivy Capital Management
New York
$557K +$154K +1,425 +43%
Wellington Management Group
413
Wellington Management Group
Massachusetts
$556K +$507K +4,695 New
SFSG
414
Sound Financial Strategies Group
Mississippi
$555K -$86K -796 -15%
PCC
415
Park Circle Company
Maryland
$554K
HWM
416
HB Wealth Management
Georgia
$553K +$71.5K +662 +17%
RP
417
Rowlandmiller & Partners
Georgia
$551K +$12.9K +119 +3%
BCWM
418
Bartlett & Co Wealth Management
Ohio
$547K -$72.7K -673 -13%
CIBC Private Wealth Group
419
CIBC Private Wealth Group
Georgia
$535K -$13.3K -123 -2%
KB
420
Kimelman & Baird
New York
$533K
Allspring Global Investments
421
Allspring Global Investments
North Carolina
$532K -$31.5K -292 -6%
RWM
422
Revisor Wealth Management
Ohio
$509K +$464K +4,300 New
HI
423
Harbour Investments
Wisconsin
$507K -$621K -5,746 -57%
NA
424
NewEdge Advisors
Louisiana
$506K -$217K -2,008 -32%
MGP
425
Metis Global Partners
California
$506K +$79.4K +735 +21%

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.