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New Jersey Resources

400 hedge funds and large institutions have $3.71B invested in New Jersey Resources in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 164 increasing their positions, 119 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $304K

38% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 119

28% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 43

7% more capital invested

Capital invested by funds: $3.47B → $3.71B (+$239M)

2% more funds holding

Funds holding: 393400 (+7)

0.83% more ownership

Funds ownership: 74.47%75.31% (+0.83%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
400
Holders Change
+7
Holders Change %
+1.78%
% of All Funds
5.36%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
55
Increased
164
Reduced
119
Closed
43
Calls
$1.28M
Puts
$304K
Net Calls
+$981K
Net Calls Change
+$482K
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
276
Quantinno Capital Management
New York
$228K +$220K +4,642 New
MSFS
277
Main Street Financial Solutions
Pennsylvania
$227K +$7.92K +167 +4%
KBC Group
278
KBC Group
Belgium
$224K +$2.42K +51 +1%
BCI
279
Brinker Capital Investments
Pennsylvania
$223K +$216K +4,551 New
OPS
280
Orion Portfolio Solutions
Nebraska
$223K +$216K +4,551 New
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$223K +$186K +3,929 +634%
APWA
282
Atlas Private Wealth Advisors
New Jersey
$221K +$8.49K +179 +4%
JG
283
Jain Global
New York
$216K +$209K +4,407 New
PI
284
PFG Investments
New York
$211K -$12.3K -259 -6%
FMWA
285
Forvis Mazars Wealth Advisors
Missouri
$207K +$200K +4,213 New
CAAS
286
Capital Asset Advisory Services
Michigan
$206K +$197K +4,156 New
TC
287
TownSquare Capital
Utah
$205K +$198K +4,184 New
AWM
288
Axxcess Wealth Management
California
$205K +$198K +4,171 New
MWP
289
Meridian Wealth Partners
Pennsylvania
$203K -$62.1K -1,311 -24%
HBW
290
Hazlett, Burt & Watson
West Virginia
$203K
ALA
291
Atlas Legacy Advisors
California
$202K -$123K -2,602 -39%
ZRP
292
Zynergy Retirement Planning
New Jersey
$200K +$1.94K +41 +1%
SS
293
SBI Securities
Japan
$198K +$3.6K +76 +2%
SOAMC
294
Spirit of America Management Corp
New York
$196K +$61.6K +1,300 +48%
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$195K +$18.5K +390 +11%
SAM
296
Shell Asset Management
Netherlands
$189K +$47.7K +1,006 +35%
WTFG
297
Wood Tarver Financial Group
Idaho
$183K
VIA
298
Virtus Investment Advisers
Connecticut
$158K +$153K +3,223 New
SIS
299
Sound Income Strategies
Florida
$145K +$7.54K +159 +6%
GI
300
GAMMA Investing
California
$143K +$29.7K +627 +27%

NJR Hedge Fund Activity: Q1 2025 in Review

400 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2025, worth a combined $3.71B — up 6.9% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new NJR positions and 43 closed out — a net gain of 12 holders — while 164 added to existing stakes and 119 trimmed.

The largest buyer was BlackRock, adding an estimated $43.5M. The largest seller was Vanguard Group, cutting an estimated $21.7M.

  • 400 institutional investors held New Jersey Resources (NJR) as of Q1 2025, up from 393 in Q4 2024.
  • Funds reported $3.71B of New Jersey Resources stock for Q1 2025, up 6.9% quarter-over-quarter.
  • 55 funds opened new New Jersey Resources positions in Q1 2025 and 43 closed out, a net change of +12 holders.
  • The largest New Jersey Resources buyer in Q1 2025 was BlackRock, an estimated $43.5M added.
  • The largest New Jersey Resources seller in Q1 2025 was Vanguard Group, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2025.