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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
GG
576
Gleason Group
Kentucky
$222K +$1.94K +18 +1%
CCA
577
Conestoga Capital Advisors
Pennsylvania
$218K
SRL
578
Scientech Research LLC
New Jersey
$217K -$354K -3,282 -64%
KGC
579
Kennon-Green & Company
Ohio
$216K +$197K +1,828 New
KBFS
580
Kohmann Bosshard Financial Services
Ohio
$215K
FDCDDQ
581
Federation des caisses Desjardins du Quebec
Quebec, Canada
$214K -$3.56K -33 -2%
CTA
582
Colonial Trust Advisors
South Carolina
$213K -$32.4K -300 -14%
MWP
583
Moller Wealth Partners
$211K +$192K +1,778 New
AIA
584
Affinity Investment Advisors
California
$210K +$191K +1,770 New
PA
585
Profund Advisors
Maryland
$208K +$190K +1,756 New
SC
586
Savant Capital
Illinois
$208K -$34.2K -317 -15%
ACA
587
Atlas Capital Advisors
Wyoming
$207K -$3.24K -30 -2%
FAM
588
Formidable Asset Management
Ohio
$206K +$188K +1,743 New
KA
589
Klingman & Associates
New York
$206K -$8.86K -82 -4%
SIA
590
Schechter Investment Advisors
Michigan
$206K -$36.3K -336 -16%
SFO
591
Stokes Family Office
Louisiana
$206K +$188K +1,741 New
OWP
592
Obermeyer Wealth Partners
Colorado
$204K +$186K +1,723 New
PI
593
PFG Investments
New York
$204K -$25.1K -232 -12%
FNT
594
First National Trust
Pennsylvania
$203K +$185K +1,715 New
MFG
595
Merit Financial Group
Georgia
$203K +$185K +1,715 New
WFI
596
West Family Investments
California
$203K +$185K +1,712 New
AC
597
Apella Capital
Connecticut
$201K +$189K +1,747 New
SIA
598
Soltis Investment Advisors
Utah
$201K +$183K +1,695 New
OC
599
Oppenheimer & Co
New York
$201K +$183K +1,695 New
ST
600
Smithfield Trust
Pennsylvania
$191K +$13.6K +126 +8%

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.