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J.M. Smucker
SJM

796 hedge funds and large institutions have $9.13B invested in J.M. Smucker in 2025 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 291 increasing their positions, 263 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $173M | Put options by funds: $118M

11% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 263

0.56% more ownership

Funds ownership: 86.71% → 87.27% (+0.56%)

4% less funds holding

Funds holding: 833 → 796 (-37)

16% less capital invested

Capital invested by funds: $10.9B → $9.13B (-$1.8B)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

23% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 122

Holders
796
Holders Change
-37
Holders Change %
-4.44%
% of All Funds
10.48%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
94
Increased
291
Reduced
263
Closed
122
Calls
$173M
Puts
$118M
Net Calls
+$55.5M
Net Calls Change
+$15.3M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$195M
2
EGM
Engineers Gate Manager
New York
+$123M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$77.3M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$66.1M
5
SIG
Stonegate Investment Group
Alabama
+$58.7M

Top Sellers

Rank Fund Capital Flow
1
Fidelity International
Fidelity International
Bermuda
-$132M
2
MC
Maverick Capital
Texas
-$64.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$60.8M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$60.2M
5
Morgan Stanley
Morgan Stanley
New York
-$57M
Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
751
Coston McIsaac & Partners
Maine
$2K -$110 -1 -4%
SWM
752
Spire Wealth Management
Virginia
$1.96K -$2.09K -19 -49%
BGAI
753
Bruce G. Allen Investments
Colorado
$1.96K -$110 -1 -5%
CSB
754
City State Bank
Iowa
$1.96K – – –
EDRH
755
Edmond de Rothschild Holding
Switzerland
$1.96K – – –
PWA
756
Physician Wealth Advisors
Utah
$1.77K +$989 +9 +100%
OWP
757
ORG Wealth Partners
Texas
$1.65K – – –
DPW
758
DiNuzzo Private Wealth
Pennsylvania
$1.47K -$220 -2 -12%
HNW
759
High Note Wealth
Minnesota
$1.47K +$1.65K +15 New
KG
760
Kilter Group
New York
$1.47K +$1.65K +15 New
BFS
761
Bare Financial Services
Pennsylvania
$1.38K +$1.54K +14 New
BCMLT
762
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.21K – – –
BWAM
763
Boyd Watterson Asset Management
Ohio
$1.18K – – –
RWM
764
Rialto Wealth Management
New York
$1.08K -$660 -6 -35%
MMCM
765
Murphy & Mullick Capital Management
New York
$1.07K – – –
TFGT
766
TS Financial Group (TSFG)
Illinois
$1K – – –
AWM
767
Abound Wealth Management
Tennessee
$990 – – –
SIC
768
SJS Investment Consulting
Ohio
$982 -$550 -5 -33%
BCPWM
769
Bradley & Co Private Wealth Management
Florida
$982 – – –
MWA
770
Medallion Wealth Advisors
Connecticut
$982 – – –
SWIM
771
Smallwood Wealth Investment Management
New Jersey
$982 – – –
MPW
772
MASECO Private Wealth
$909 +$989 +9 New
AWM
773
Activest Wealth Management
Florida
$786 +$330 +3 +60%
FFWM
774
Future Financial Wealth Management
Ohio
$720 – – –
PWMG
775
Prestige Wealth Management Group
New Jersey
$590 – – –
29 30
31
32 33

SJM Hedge Fund Activity: Q2 2025 in Review

796 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2025, worth a combined $9.13B — down 16% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of SJM and 94 opened new positions — a net loss of 28 holders — while 263 trimmed existing stakes and 291 added.

The largest buyer was Millennium Management, adding an estimated $195M. The largest seller was Fidelity International, cutting an estimated $132M.

  • 796 institutional investors held J.M. Smucker (SJM) as of Q2 2025, down from 833 in Q1 2025.
  • Funds reported $9.13B of J.M. Smucker stock for Q2 2025, down 16% quarter-over-quarter.
  • 94 funds opened new J.M. Smucker positions in Q2 2025 and 122 closed out, a net change of -28 holders.
  • The largest J.M. Smucker buyer in Q2 2025 was Millennium Management, an estimated $195M added.
  • The largest J.M. Smucker seller in Q2 2025 was Fidelity International, an estimated $132M sold.

Based on aggregated 13F filings for Q2 2025.