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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
SHF
451
Safe Harbor Fiduciary
Florida
$440K -$2.48K -23 -0.6%
GWM
452
Geneos Wealth Management
Colorado
$440K +$201K +1,863 +155%
FWM
453
Forza Wealth Management
Florida
$438K -$1.08K -10 -0.3%
BAMF
454
BI Asset Management Fondsmaeglerselskab
Denmark
$436K -$1.09M -10,075 -73%
EWA
455
EP Wealth Advisors
California
$435K +$172K +1,595 +77%
QCG
456
Quadrant Capital Group
Ohio
$432K +$281K +2,599 +247%
OSAM
457
O'Shaughnessy Asset Management
Connecticut
$426K -$302K -2,798 -44%
MCC
458
Money Concepts Capital
Florida
$426K -$21.2K -196 -5%
MWM
459
Modern Wealth Management
Kansas
$424K +$8.1K +75 +2%
SPC
460
Sigma Planning Corp
Michigan
$423K +$79.7K +738 +26%
PGFC
461
Peapack-Gladstone Financial Corp
New Jersey
$422K -$10.8K -100 -3%
RP
462
Riverwater Partners
Wisconsin
$420K +$2.16K +20 +0.6%
MSR
463
Main Street Research
Connecticut
$419K
FM
464
Foster & Motley
Ohio
$417K -$273K -2,528 -42%
OCBCO
465
Oversea-Chinese Banking Corp (OCBC)
Singapore
$417K +$380K +3,519 New
WANY
466
Wealthspire Advisors (New York)
New York
$414K -$118K -1,090 -24%
Jones Financial Companies
467
Jones Financial Companies
Missouri
$414K +$99.1K +918 +35%
SC
468
Schulhoff & Co
Ohio
$412K
HH
469
Hilltop Holdings
Texas
$407K -$9.18K -85 -2%
ECM
470
Everence Capital Management
Indiana
$401K
NMIMC
471
Northwestern Mutual Investment Management Company
Wisconsin
$401K +$432 +4 +0.1%
ISL
472
Ingalls & Snyder LLC
New York
$399K
Nomura Holdings
473
Nomura Holdings
Japan
$396K -$16.6K -154 -4%
SIMG
474
Sonora Investment Management Group
Arizona
$391K
HCM
475
Hengehold Capital Management
Ohio
$375K +$21.3K +197 +7%

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.