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J.M. Smucker
SJM

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: 2 → 6 (+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: 844 → 833 (-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

Top Buyers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$167M
2
Citadel Advisors
Citadel Advisors
Florida
+$133M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$77.4M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$66M
5
Morgan Stanley
Morgan Stanley
New York
+$65.3M

Top Sellers

Rank Fund Capital Flow
1
CIP
Champlain Investment Partners
Vermont
-$145M
2
Two Sigma Investments
Two Sigma Investments
New York
-$69M
3
Millennium Management
Millennium Management
New York
-$61.8M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$61.6M
5
ECM
ExodusPoint Capital Management
New York
-$39.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
776
Coston McIsaac & Partners
Maine
$3K -$972 -9 -24%
LC
777
Lindbrook Capital
California
$2.84K -$57.2K -530 -96%
ZBNA
778
Zions Bancorporation, National Association
Utah
$2.84K +$2.59K +24 New
RAM
779
Riggs Asset Management
Pennsylvania
$2.72K – – –
PFG
780
Putney Financial Group
California
$2.72K – – –
TH
781
TCTC Holdings
Texas
$2.6K – – –
TCM
782
Tradewinds Capital Management
Washington
$2.57K – – –
BGAI
783
Bruce G. Allen Investments
Colorado
$2.49K -$1.51K -14 -40%
CT
784
Clearstead Trust
Maine
$2.49K +$2.27K +21 New
CTWM
785
Cherry Tree Wealth Management
Minnesota
$2.37K – – –
CSB
786
City State Bank
Iowa
$2.37K – – –
EDRH
787
Edmond de Rothschild Holding
Switzerland
$2.37K – – –
RTL
788
Red Tortoise LLC
Georgia
$2.37K +$2.16K +20 New
FFO
789
Fortitude Family Office
Arizona
$2.25K – – –
DPW
790
DiNuzzo Private Wealth
Pennsylvania
$2.01K +$324 +3 +21%
RWM
791
Rialto Wealth Management
New York
$2.01K +$1.84K +17 New
OWP
792
ORG Wealth Partners
Texas
$1.9K – – –
GP
793
Greenline Partners
New York
$1.9K +$1.73K +16 New
CAM
794
Chesapeake Asset Management
New York
$1.89K +$1.73K +16 New
SIC
795
SJS Investment Consulting
Ohio
$1.78K +$648 +6 +67%
CPG
796
Cornerstone Planning Group
New Jersey
$1.72K +$324 +3 +25%
BCMLT
797
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.45K -$2.16K -20 -63%
BWAM
798
Boyd Watterson Asset Management
Ohio
$1.42K – – –
NCM
799
Northwest Capital Management
Oregon
$1.42K – – –
HWP
800
Highline Wealth Partners
California
$1.42K +$1.3K +12 New
30 31
32
33 34

SJM Hedge Fund Activity: Q1 2025 in Review

833 of the 7,457 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.