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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
HL
476
HeadInvest LLC
Maine
$371K -$62.5K -579 -16%
SCM
477
Semanteon Capital Management
Massachusetts
$370K -$292K -2,700 -46%
EFG
478
Everhart Financial Group
Ohio
$369K +$89.8K +832 +36%
FFM
479
Forum Financial Management
Illinois
$369K +$12.5K +116 +4%
Fiera Capital (Canada)
480
Fiera Capital (Canada)
Quebec, Canada
$368K
MAS
481
Meeder Advisory Services
Ohio
$365K -$47.3K -438 -12%
CA
482
CoreCap Advisors
Michigan
$362K +$5.08K +47 +2%
WB
483
WesBanco Bank
West Virginia
$360K
D.E. Shaw & Co
484
D.E. Shaw & Co
New York
$359K +$328K +3,035 New
FNFDCM
485
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$356K
KRSITF
486
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$355K -$78.1K -723 -19%
AT
487
Avalon Trust
New Mexico
$355K
IMCOOI
488
Investment Management Corp of Ontario (IMCO)
Canada
$354K +$323K +2,993 New
CWM
489
Congress Wealth Management
Massachusetts
$354K -$15K -139 -4%
BEAM
490
Baker Ellis Asset Management
Washington
$350K -$4.32K -40 -1%
BFS
491
Bradley Foster & Sargent
Connecticut
$349K -$16.1K -149 -5%
FFA
492
Farther Finance Advisors
California
$346K +$168K +1,554 +114%
CHJWM
493
Carlton Hofferkamp & Jenks Wealth Management
Texas
$345K
MPM
494
MBB Public Markets
Illinois
$340K +$310K +2,868 New
IIA
495
ICW Investment Advisors
Arizona
$330K +$2.38K +22 +0.8%
BP
496
Ballentine Partners
Massachusetts
$329K +$48.5K +449 +19%
KCM
497
Kornitzer Capital Management
Kansas
$324K
Group One Trading
498
Group One Trading
Illinois
$324K +$244K +2,255 +472%
GI
499
GAMMA Investing
California
$321K -$108K -998 -27%
CP
500
Coho Partners
Pennsylvania
$321K

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.