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J.M. Smucker

820 hedge funds and large institutions have $9.68B invested in J.M. Smucker in 2025 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 224 increasing their positions, 348 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $108M | Put options by funds: $68.1M

32% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 91

5.24% more ownership

Funds ownership: 87.53%92.77% (+5.2%)

2% more funds holding

Funds holding: 807820 (+13)

5% less capital invested

Capital invested by funds: $10.2B → $9.68B (-$471M)

36% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 348

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
820
Holders Change
+13
Holders Change %
+1.61%
% of All Funds
9.98%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
120
Increased
224
Reduced
348
Closed
91
Calls
$108M
Puts
$68.1M
Net Calls
+$39.7M
Net Calls Change
+$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
551
Moody National Bank Trust Division
Texas
$225K -$15.4K -149 -6%
MLL
552
Moody Lynn & Lieberson
Massachusetts
$225K
WG
553
Wellington Group
Indiana
$223K +$236K +2,280 New
VI
554
Vestcor Inc
New Brunswick, Canada
$222K
WI
555
Wedgewood Investors
Pennsylvania
$222K -$207 -2 -0.1%
CIA
556
Concurrent Investment Advisors
Florida
$221K +$234K +2,262 New
RPC
557
Rossmore Private Capital
Connecticut
$220K
VWA
558
Visionary Wealth Advisors
Illinois
$218K -$39.1K -378 -14%
IWM
559
IHT Wealth Management
Illinois
$217K -$8.58K -83 -4%
RCA
560
Resonant Capital Advisors
Wisconsin
$217K -$46.4K -449 -17%
HCM
561
Hengehold Capital Management
Ohio
$216K -$4.96K -48 -2%
IWM
562
Integris Wealth Management
California
$215K
SMA
563
Sage Mountain Advisors
Georgia
$214K -$149K -1,444 -40%
PFM
564
Patton Fund Management
Texas
$214K +$12.8K +124 +6%
WANY
565
Wealthspire Advisors (New York)
New York
$212K -$38.8K -375 -15%
CT
566
Chicago Trust
Illinois
$210K
FRM
567
Fox Run Management
Connecticut
$209K +$221K +2,136 New
PNC
568
Park National Corp
Ohio
$208K -$6.1K -59 -3%
LIM
569
Letson Investment Management
Georgia
$207K
VFA
570
Valeo Financial Advisors
Indiana
$206K -$827 -8 -0.4%
FIA
571
Foundations Investment Advisors
Arizona
$204K +$216K +2,088 New
MWM
572
Meridian Wealth Management
Kentucky
$204K -$207 -2 -0.1%
RS
573
R Squared
Hong Kong
$203K +$215K +2,079 New
Royal London Asset Management
574
Royal London Asset Management
United Kingdom
$203K +$215K +2,078 New
Rockefeller Capital Management
575
Rockefeller Capital Management
New York
$195K -$17.7K -171 -8%