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J.M. Smucker

807 hedge funds and large institutions have $10.2B invested in J.M. Smucker in 2025 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 265 increasing their positions, 296 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 80

23% more call options, than puts

Call options by funds: $158M | Put options by funds: $129M

11% more capital invested

Capital invested by funds: $9.13B → $10.2B (+$1.02B)

1% more funds holding

Funds holding: 796807 (+11)

0.26% more ownership

Funds ownership: 87.27%87.53% (+0.26%)

10% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 296

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
807
Holders Change
+11
Holders Change %
+1.38%
% of All Funds
10.59%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
101
Increased
265
Reduced
296
Closed
80
Calls
$158M
Puts
$129M
Net Calls
+$29.5M
Net Calls Change
-$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
501
Bradley Foster & Sargent
Connecticut
$312K -$8.58K -79 -3%
TCM
502
Traub Capital Management
Massachusetts
$303K -$16.8K -155 -5%
AWA
503
A4 Wealth Advisors
North Carolina
$301K +$301K +2,773 New
SF
504
Summit Financial
New Jersey
$300K -$8.04K -74 -3%
Lido Advisors
505
Lido Advisors
California
$298K +$24.7K +227 +9%
KCM
506
Kornitzer Capital Management
Kansas
$298K
KRSITF
507
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$296K -$8.58K -79 -3%
PFPT
508
Pinnacle Financial Partners (Tennessee)
Tennessee
$296K +$68.9K +634 +30%
RCA
509
Resonant Capital Advisors
Wisconsin
$289K -$1.31M -12,088 -82%
VWA
510
Visionary Wealth Advisors
Illinois
$283K -$104K -958 -27%
SSA
511
Schonfeld Strategic Advisors
New York
$283K +$283K +2,607 New
MMA
512
Mizuho Markets Americas
New York
$282K +$44K +405 +18%
ETC
513
Exchange Traded Concepts
Oklahoma
$281K -$14.4K -133 -5%
RBC
514
Romano Brothers & Co
Illinois
$281K -$5.43K -50 -2%
BTW
515
Boston Trust Walden
Massachusetts
$281K
DAS
516
Diversify Advisory Services
Utah
$280K -$31.6K -291 -10%
CHJWM
517
Carlton Hofferkamp & Jenks Wealth Management
Texas
$278K -$13K -120 -4%
WANY
518
Wealthspire Advisors (New York)
New York
$276K -$50.1K -461 -15%
MGIA
519
Moneta Group Investment Advisors
Missouri
$274K +$38.4K +354 +16%
KCM
520
Kanawha Capital Management
Virginia
$272K
SO
521
STRS Ohio
Ohio
$269K -$2.56M -23,582 -90%
MNBTD
522
Moody National Bank Trust Division
Texas
$266K
SHFA
523
SS&H Financial Advisors
Michigan
$266K
ECM
524
Everence Capital Management
Indiana
$266K
Connor, Clark & Lunn Investment Management (CC&L)
525
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$266K +$266K +2,445 New

SJM Hedge Fund Activity: Q3 2025 in Review

807 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2025, worth a combined $10.2B — up 11% from $9.13B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new SJM positions and 80 closed out — a net gain of 21 holders — while 265 added to existing stakes and 296 trimmed.

The largest buyer was Barclays, adding an estimated $342M. The largest seller was Fidelity Investments, cutting an estimated $298M.

  • 807 institutional investors held J.M. Smucker (SJM) as of Q3 2025, up from 796 in Q2 2025.
  • Funds reported $10.2B of J.M. Smucker stock for Q3 2025, up 11% quarter-over-quarter.
  • 101 funds opened new J.M. Smucker positions in Q3 2025 and 80 closed out, a net change of +21 holders.
  • The largest J.M. Smucker buyer in Q3 2025 was Barclays, an estimated $342M added.
  • The largest J.M. Smucker seller in Q3 2025 was Fidelity Investments, an estimated $298M sold.

Based on aggregated 13F filings for Q3 2025.