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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
ME
651
McIlrath & Eck
Washington
$42.2K -$4.78K -44 -10%
ZBNA
652
Zions Bancorporation, National Association
Utah
$38.8K +$760 +7 +2%
MMG
653
Monetary Management Group
Missouri
$38K
MPWT
654
MassMutual Private Wealth & Trust
Connecticut
$36.4K -$7.06K -65 -16%
EB
655
Eastern Bank
Massachusetts
$35.9K
KFI
656
Key Financial Inc
Pennsylvania
$33.4K
RA
657
Ransom Advisory
Rhode Island
$32.6K -$10.9K -100 -25%
OL
658
OneFund LLC
Florida
$31.5K +$1.09K +10 +4%
SIM
659
Sentry Investment Management
Wisconsin
$31K -$3.8K -35 -11%
IRC
660
Investors Research Corp
Georgia
$30.6K
RFP
661
Root Financial Partners
California
$29.2K +$29.2K +269 New
UIA
662
Ulland Investment Advisors
Minnesota
$28K +$326 +3 +1%
NEWAS
663
N.E.W. Advisory Services
Wisconsin
$27.6K
MSWA
664
Marshall & Sterling Wealth Advisors
New York
$27.4K +$217 +2 +0.8%
MHR
665
Matthew Hamilton Rosenberg
$27.1K -$13K -120 -32%
KTC
666
Kentucky Trust Company
Kentucky
$27.1K
MDA
667
Minot DeBlois Advisors
Massachusetts
$27.1K
TF
668
Tompkins Financial
New York
$25.5K
WA
669
WPG Advisers
Maryland
$25.5K +$4.45K +41 +21%
CSC
670
Caldwell Sutter Capital
California
$25.4K +$2.39K +22 +10%
HIA
671
Harbor Investment Advisory
Maryland
$25K
CFD
672
Creative Financial Designs
Indiana
$24.4K -$63.8K -587 -72%
TWD
673
True Wealth Design
Ohio
$24.4K +$17.1K +157 +231%
AIC
674
Archer Investment Corporation
Indiana
$24.3K +$217 +2 +0.9%
TIM
675
Tortoise Investment Management
New York
$23.7K -$1.2K -11 -5%

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.