Who Owns CALLAN JMB INC. (CJMB)?Hedge Fund & Institutional Holders
Institutional Holders
14
as of Q4 2025
Total Institutional Value
$3100001450002300.0T
% of Float Held
—
QoQ Change in Holders
+5 / -1
Price History
CJMB — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Financial Plan, Inc. | New Position | +21K | +$23K |
| RENAISSANCE TECHNOLOGIES LLC | New Position | +11K | +$0 |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | +1K | +$0 |
| CITADEL ADVISORS LLC | New Position | +44K | +$0 |
| DRW Securities, LLC | New Position | +10K | +$0 |
| MORGAN STANLEY | New Position | +12 | +$0 |
| Tower Research Capital LLC (TRC) | Increased | +3K | +$-3.9M |
| Creative Planning | Increased | +36K | +$-829.6M |
CJMB — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| BARD ASSOCIATES INC | Decreased | -115K | -$1.6B |
| UBS Group AG | Closed Position | -27K | -$133.7M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BARD ASSOCIATES INC | 279,646 | $310.0M | 0.08% | Share |
| 2 | Cable Car Capital, LP | 130,862 | $145.0M | 0.00% | Share |
| 3 | Financial Plan, Inc. | 21,114 | $23K | 0.00% | Share |
| 4 | Creative Planning | 205,693 | $0 | 0.00% | Share |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 10,517 | $0 | 0.00% | Share |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2,590 | $0 | 0.00% | Share |
| 7 | MORGAN STANLEY | 12 | $0 | 0.00% | Share |
| 8 | DRW Securities, LLC | 10,296 | $0 | 0.00% | Share |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 11,400 | $0 | 0.00% | Share |
| 10 | Tower Research Capital LLC (TRC) | 3,667 | $0 | 0.00% | Share |
| 11 | BANK OF AMERICA CORP /DE/ | 11 | $0 | 0.00% | Share |
| 12 | BANK OF AMERICA CORP /DE/ | 1 | $0 | 0.00% | Share |
| 13 | HighTower Advisors, LLC | 12,500 | $0 | 0.00% | Share |
| 14 | CITADEL ADVISORS LLC | 44,002 | $0 | 0.00% | Share |
CJMB Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 12 | $455.0M | +4 |
| Q3 2025 | 8 | $3.6B | -2 |
| Q2 2025 | 10 | $3.5B | +4 |
| Q1 2025 | 6 | $2.5B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 14 institutional investors hold CJMB (CALLAN JMB INC.). The largest holder is BARD ASSOCIATES INC with $310.0M in shares. This quarter, 5 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own CJMB?
As of Q4 2025, 14 institutional investors report holding CJMB (CALLAN JMB INC.) in their 13F filings.
Who is the largest institutional holder of CJMB?
The largest institutional holder of CJMB is BARD ASSOCIATES INC with $310.0M in shares.
Is institutional ownership of CJMB increasing or decreasing?
This quarter, 5 institutions opened new positions in CJMB and 1 closed their positions.