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New Jersey Resources

413 hedge funds and large institutions have $3.56B invested in New Jersey Resources in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 128 increasing their positions, 166 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 46

1.22% more ownership

Funds ownership: 75.31%76.52% (+1.2%)

1% more funds holding

Funds holding: 409413 (+4)

2% less capital invested

Capital invested by funds: $3.64B → $3.56B (-$86.2M)

23% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 166

89% less call options, than puts

Call options by funds: $360K | Put options by funds: $3.17M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
413
Holders Change
+4
Holders Change %
+0.98%
% of All Funds
5.02%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
60
Increased
128
Reduced
166
Closed
46
Calls
$360K
Puts
$3.17M
Net Calls
-$2.81M
Net Calls Change
-$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
251
Crossmark Global Holdings
Texas
$295K
Mackenzie Financial
252
Mackenzie Financial
Ontario, Canada
$293K -$887K -19,195 -75%
AWM
253
Aberdeen Wealth Management
Illinois
$291K +$46 +1 +0%
SSWM
254
Sheets Smith Wealth Management
North Carolina
$291K
BFO
255
Boston Family Office
Massachusetts
$287K
OSAM
256
O'Shaughnessy Asset Management
Connecticut
$282K -$65.6K -1,420 -19%
HFS
257
Hantz Financial Services
Michigan
$281K -$18.1K -391 -6%
Federated Hermes
258
Federated Hermes
Pennsylvania
$279K -$179K -3,877 -39%
FMWA
259
Forvis Mazars Wealth Advisors
Missouri
$277K +$83.2K +1,800 +43%
SCM
260
Sterling Capital Management
North Carolina
$269K -$715K -15,481 -73%
BRWA
261
B. Riley Wealth Advisors
Florida
$267K +$2.08K +45 +0.8%
IFWM
262
Institute for Wealth Management
Colorado
$266K -$26.7K -577 -9%
KeyBank National Association
263
KeyBank National Association
Ohio
$265K +$2.68K +58 +1%
ISL
264
Ingalls & Snyder LLC
New York
$259K
AWM
265
Apollon Wealth Management
South Carolina
$257K -$370 -8 -0.1%
OC
266
Oppenheimer & Co
New York
$255K -$183K -3,956 -42%
SFA
267
Sequoia Financial Advisors
Ohio
$254K -$240K -5,205 -49%
LG
268
Leuthold Group
Minnesota
$246K +$878 +19 +0.4%
BIG
269
Brooklyn Investment Group
New York
$243K +$242K +5,241 New
HPC
270
Hobart Private Capital
North Carolina
$240K +$240K +5,195 New
NWMG
271
National Wealth Management Group
Ohio
$238K +$239K +5,166 New
BBVA
272
Banco Bilbao Vizcaya Argentaria
Spain
$237K -$48K -1,038 -17%
EPW
273
Evolve Private Wealth
California
$237K +$235K +5,077 New
PVI
274
Pine Valley Investments
New Jersey
$235K +$647 +14 +0.3%
KAS
275
Kestra Advisory Services
Texas
$230K +$32.6K +706 +16%