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New Jersey Resources

409 hedge funds and large institutions have $3.64B invested in New Jersey Resources in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 153 increasing their positions, 136 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 43

13% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 136

6% more capital invested

Capital invested by funds: $3.42B → $3.64B (+$222M)

3% more funds holding

Funds holding: 396409 (+13)

0.71% less ownership

Funds ownership: 76.02%75.31% (-0.71%)

Holders
409
Holders Change
+13
Holders Change %
+3.28%
% of All Funds
5.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
61
Increased
153
Reduced
136
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
351
FSA Wealth Management
Massachusetts
$22.5K -$4.94K -106 -18%
UCB
352
United Community Bank
South Carolina
$22K +$21.3K +456 New
PWAM
353
Private Wealth Asset Management
Iowa
$21.2K
SAM
354
Smartleaf Asset Management
Massachusetts
$20.5K +$14.9K +319 +293%
FIA
355
FNY Investment Advisers
New York
$19K
RA
356
Rise Advisors
New York
$17.5K +$186 +4 +1%
GGI
357
Godsey & Gibb Inc
Virginia
$16.9K
M
358
MOTCO
Texas
$16.9K
MPWT
359
MassMutual Private Wealth & Trust
Connecticut
$16.6K +$3.08K +66 +24%
BAM
360
Byrne Asset Management
New Jersey
$15.6K
VFM
361
Vision Financial Markets
Connecticut
$15.4K
TF
362
Tompkins Financial
New York
$14.4K
CTC
363
Central Trust Company
Missouri
$14.4K +$14K +300 New
RFP
364
Root Financial Partners
California
$13.8K +$13.3K +286 New
QC
365
Quent Capital
New York
$13.7K +$13.3K +285 New
MAM
366
Meeder Asset Management
Ohio
$12.1K +$11.7K +252 New
PFBT
367
Parkside Financial Bank & Trust
Missouri
$11.5K +$1.4K +30 +14%
PIM
368
Plato Investment Management
Australia
$10.5K
CIAM
369
Caitong International Asset Management
Hong Kong
$10.4K +$6.57K +141 +186%
CT
370
Colonial Trust
South Carolina
$9.68K
TCOV
371
Trust Company of Vermont
Vermont
$9.68K
AIM
372
Anchor Investment Management
South Carolina
$9.63K
HWM
373
Hemington Wealth Management
Virginia
$9K +$792 +17 +9%
CA
374
Clearstead Advisors
Ohio
$8.52K +$4.29K +92 +108%
RIL
375
Rothschild Investment LLC
Illinois
$8.43K +$233 +5 +3%

NJR Hedge Fund Activity: Q3 2025 in Review

409 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q3 2025, worth a combined $3.64B — up 6.5% from $3.42B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new NJR positions and 43 closed out — a net gain of 18 holders — while 153 added to existing stakes and 136 trimmed.

The largest buyer was Royal London Asset Management, opening a new position worth an estimated $36.8M. The largest seller was BlackRock, cutting an estimated $17.6M.

  • 409 institutional investors held New Jersey Resources (NJR) as of Q3 2025, up from 396 in Q2 2025.
  • Funds reported $3.64B of New Jersey Resources stock for Q3 2025, up 6.5% quarter-over-quarter.
  • 61 funds opened new New Jersey Resources positions in Q3 2025 and 43 closed out, a net change of +18 holders.
  • The largest New Jersey Resources buyer in Q3 2025 was Royal London Asset Management, an estimated $36.8M added.
  • The largest New Jersey Resources seller in Q3 2025 was BlackRock, an estimated $17.6M sold.

Based on aggregated 13F filings for Q3 2025.