J.M. Smucker
SJM
821 hedge funds and large institutions have $9.68B invested in J.M. Smucker in 2025 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 223 increasing their positions, 349 reducing their positions, and 92 closing their positions.
58% more call options, than puts
Call options by funds: $108M | Put options by funds: $68.1M
32% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 92
5.21% more ownership
Funds ownership: 87.53% → 92.74% (+5.2%)
2% more funds holding
Funds holding: 808 → 821 (+13)
5% less capital invested
Capital invested by funds: $10.2B → $9.68B (-$474M)
36% less repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 349
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$286M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$191M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$160M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$91.8M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$105M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$78.5M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$67.5M |
| 4 |
Two Sigma Advisers
New York
|
-$62.2M |
| 5 |
JP Morgan Chase
New York
|
-$49.9M |
SJM Hedge Fund Activity: Q4 2025 in Review
821 of the 8,265 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q4 2025, worth a combined $9.68B — down 4.7% from $10.2B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new SJM positions and 92 closed out — a net gain of 29 holders — while 223 added to existing stakes and 349 trimmed.
The largest buyer was UBS Group, adding an estimated $286M. The largest seller was National Bank of Canada, cutting an estimated $105M.
- 821 institutional investors held J.M. Smucker (SJM) as of Q4 2025, up from 808 in Q3 2025.
- Funds reported $9.68B of J.M. Smucker stock for Q4 2025, down 4.7% quarter-over-quarter.
- 121 funds opened new J.M. Smucker positions in Q4 2025 and 92 closed out, a net change of +29 holders.
- The largest J.M. Smucker buyer in Q4 2025 was UBS Group, an estimated $286M added.
- The largest J.M. Smucker seller in Q4 2025 was National Bank of Canada, an estimated $105M sold.
Based on aggregated 13F filings for Q4 2025.