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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
JFGIW
551
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$246K
American Century Companies
552
American Century Companies
Missouri
$245K -$58.6K -543 -21%
TC
553
TownSquare Capital
Utah
$243K +$15.3K +142 +7%
SQA
554
Simon Quick Advisors
New Jersey
$240K +$218K +2,023 New
FFBTD
555
First Financial Bank - Trust Division
Ohio
$240K -$22.6K -209 -9%
VA
556
Vident Advisory
Georgia
$239K +$218K +2,019 New
CCFM
557
Clear Creek Financial Management
Washington
$239K +$218K +2,015 New
VFA
558
Valeo Financial Advisors
Indiana
$239K +$218K +2,015 New
TSWM
559
Triangle Securities Wealth Management
North Carolina
$237K +$216K +2,002 New
DIP
560
Davis Investment Partners
North Carolina
$237K +$217K +2,011 New
NFC
561
Northeast Financial Consultants
Connecticut
$237K -$32.4K -300 -13%
BDA
562
Borer Denton & Associates
Pennsylvania
$237K
RG
563
Rathbones Group
United Kingdom
$237K
BAM
564
Brave Asset Management
New Jersey
$236K -$76.7K -710 -26%
SC
565
SouthState Corp
Florida
$234K +$12.7K +118 +6%
RFC
566
Regions Financial Corp
Alabama
$233K -$3.67K -34 -2%
RGC
567
Roberts, Glore & Co
Illinois
$232K -$10.8K -100 -5%
JWBC
568
J.W. Burns & Co
New York
$229K -$166K -1,540 -44%
TSS
569
Two Sigma Securities
New York
$227K -$15.8K -146 -7%
SG
570
StoneX Group
New York
$227K -$7.67K -71 -4%
SFI
571
SPC Financial Inc
Maryland
$225K +$9.07K +84 +5%
MCCP
572
Mission Creek Capital Partners
California
$224K -$110K -1,020 -35%
MSA
573
MUFG Securities Americas
New York
$223K +$33.8K +313 +20%
JAG
574
Journey Advisory Group
Kentucky
$223K -$38K -352 -16%
CI
575
CX Institutional
Indiana
$222K +$203K +1,877 New

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.