We are live on ! Find out more
SJM icon

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
IRC
676
Investors Research Corp
Georgia
$33.4K
CW
677
Cooksen Wealth
Texas
$32.7K +$28.1K +260 New
GFPC
678
Global Financial Private Client
Florida
$32K +$1.08K +10 +4%
AF
679
Advisornet Financial
Minnesota
$31.9K -$2.81K -26 -9%
NEWAS
680
N.E.W. Advisory Services
Wisconsin
$30.1K +$27.4K +254 New
UIA
681
Ulland Investment Advisors
Minnesota
$30K +$324 +3 +1%
BAMCO Inc
682
BAMCO Inc
New York
$29.7K
KTC
683
Kentucky Trust Company
Kentucky
$29.6K
MDA
684
Minot DeBlois Advisors
Massachusetts
$29.6K
MSWA
685
Marshall & Sterling Wealth Advisors
New York
$29.3K +$216 +2 +0.8%
TF
686
Tompkins Financial
New York
$27.8K
HIA
687
Harbor Investment Advisory
Maryland
$27.2K -$5.51K -51 -18%
CT
688
Colonial Trust
South Carolina
$26.9K +$216 +2 +0.9%
AssetMark Inc
689
AssetMark Inc
California
$26.9K +$972 +9 +4%
AIC
690
Archer Investment Corporation
Indiana
$26K +$216 +2 +0.9%
TIM
691
Tortoise Investment Management
New York
$25.4K +$10.8K +100 +87%
Acadian Asset Management
692
Acadian Asset Management
Massachusetts
$25K -$85.4K -791 -78%
DSC
693
Duncker Streett & Co
Missouri
$23.9K
LFG
694
Larson Financial Group
Missouri
$23.8K +$6.48K +60 +43%
ECM
695
Estabrook Capital Management
New York
$23.7K
HPC
696
HM Payson & Co
Maine
$23.7K
CSC
697
Caldwell Sutter Capital
California
$22K +$2.7K +25 +16%
NS
698
NBC Securities
Alabama
$22K +$20.7K +192 New
MA
699
MCF Advisors
Kentucky
$21.9K -$2.16K -20 -10%
OSNBOA
700
Old Second National Bank of Aurora
Illinois
$21.3K

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.