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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
TCPG
651
Trivant Custom Portfolio Group
California
$56.2K
HCP
652
Hexagon Capital Partners
Arkansas
$56.1K +$216 +2 +0.4%
DJSG
653
D.J. St. Germain
Massachusetts
$52.9K -$27K -250 -36%
JGCM
654
Joseph Group Capital Management
Ohio
$52.7K -$2.51M -23,284 -98%
FFL
655
Financial Freedom LLC
Ohio
$52.2K +$1.19K +11 +3%
LWCFA
656
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52.1K -$5.4K -50 -10%
MPWT
657
MassMutual Private Wealth & Trust
Connecticut
$51.5K -$8.21K -76 -15%
ME
658
McIlrath & Eck
Washington
$51.2K -$1.84K -17 -4%
CAM
659
Costello Asset Management
Pennsylvania
$50.5K +$46K +426 New
GM
660
GeoWealth Management
Illinois
$49.7K -$59.1K -547 -57%
PB
661
Pinnacle Bancorp
Nebraska
$49.7K -$8.86K -82 -16%
FFC
662
First Financial Corp
Indiana
$47.4K
RA
663
Ransom Advisory
Rhode Island
$47.4K
AAP
664
Arax Advisory Partners
Colorado
$46.7K +$10K +93 +31%
PCTC
665
Perkins Coie Trust Company
Washington
$46.4K
GKIM
666
GW&K Investment Management
Massachusetts
$46K -$5.29K -49 -11%
National Pension Service
667
National Pension Service
South Korea
$45.4K +$17.7K +164 +75%
MHR
668
Matthew Hamilton Rosenberg
$43.8K
RDFA
669
Ritter Daniher Financial Advisory
Ohio
$43.2K
HFS
670
Hantz Financial Services
Michigan
$42K +$108 +1 +0.3%
MMG
671
Monetary Management Group
Missouri
$41.4K
EB
672
Eastern Bank
Massachusetts
$39.2K
RIL
673
Rothschild Investment LLC
Illinois
$37.7K -$10K -93 -23%
SIM
674
Sentry Investment Management
Wisconsin
$37K -$10.6K -98 -23%
KFI
675
Key Financial Inc
Pennsylvania
$36.5K

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.