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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
Bessemer Group
326
Bessemer Group
New Jersey
$35K +$6.93K +150 +24%
TM
327
Torren Management
California
$34.7K +$34.7K +752 New
CBT
328
Crews Bank & Trust
Florida
$34.5K
CIBC Private Wealth Group
329
CIBC Private Wealth Group
Georgia
$33.1K -$44.5K -964 -57%
HWA
330
Heritage Wealth Advisors
Virginia
$32.3K
PA
331
Parallel Advisors
California
$31.9K -$14.3K -309 -31%
VCM
332
Versant Capital Management
Arizona
$29.7K +$2.68K +58 +10%
PGAM
333
Princeton Global Asset Management
New Jersey
$29.6K
Optiver Holding
334
Optiver Holding
Netherlands
$29.5K -$12K -260 -29%
TCM
335
Tradewinds Capital Management
Washington
$28.7K
MWA
336
Medallion Wealth Advisors
Connecticut
$27.7K +$27.7K +600 New
RF
337
Roxbury Financial
New Jersey
$23.4K +$231 +5 +1%
HCA
338
Harbor Capital Advisors
Illinois
$23K -$416 -9 -2%
ADL
339
Asset Dedication LLC
California
$22.7K
SWM
340
SHP Wealth Management
Massachusetts
$21.7K +$21.7K +470 New
PWAM
341
Private Wealth Asset Management
Iowa
$20.3K
LGWM
342
Litman Gregory Wealth Management
California
$20.2K +$20.2K +438 New
NL
343
Navalign LLC
California
$19.3K +$19.4K +419 New
FIA
344
FNY Investment Advisers
New York
$18K
EP
345
Essential Partners
California
$17.8K -$5.36K -116 -23%
MPWT
346
MassMutual Private Wealth & Trust
Connecticut
$17.2K +$1.29K +28 +8%
GGI
347
Godsey & Gibb Inc
Virginia
$16.2K
M
348
MOTCO
Texas
$16.1K
RFP
349
Root Financial Partners
California
$15.5K +$2.31K +50 +17%
BAM
350
Byrne Asset Management
New Jersey
$15K