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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
PFBT
351
Parkside Financial Bank & Trust
Missouri
$14.9K +$3.83K +83 +35%
VFM
352
Vision Financial Markets
Connecticut
$14.8K
CA
353
Clearstead Advisors
Ohio
$14.3K +$6.14K +133 +75%
PP
354
PFS Partners
New Jersey
$13.8K -$9.24K -200 -40%
CTC
355
Central Trust Company
Missouri
$13.8K
TF
356
Tompkins Financial
New York
$13.8K
KAS
357
Kemnay Advisory Services
New York
$13.4K +$13.4K +290 New
RIL
358
Rothschild Investment LLC
Illinois
$13.2K +$5.17K +112 +64%
MAM
359
Meeder Asset Management
Ohio
$11.1K -$554 -12 -5%
C
360
Covestor
United Kingdom
$11K -$124K -2,692 -92%
AAP
361
Arax Advisory Partners
Colorado
$9.79K -$344K -7,448 -97%
SAG
362
SageView Advisory Group
California
$9.5K +$9.52K +206 New
CT
363
Colonial Trust
South Carolina
$9.27K
TCOV
364
Trust Company of Vermont
Vermont
$9.27K
AIM
365
Anchor Investment Management
South Carolina
$9.22K
QC
366
Quent Capital
New York
$8.86K -$4.3K -93 -33%
MHIP
367
Mountain Hill Investment Partners
New Jersey
$7.79K +$7.81K +169 New
PWMG
368
Private Wealth Management Group
New Jersey
$7.29K
RPA
369
Redwood Park Advisors
California
$7.06K +$46 +1 +0.7%
AssetMark Inc
370
AssetMark Inc
California
$6.69K +$4.62K +100 +222%
SIS
371
Sound Income Strategies
Florida
$6.35K
AA
372
Ancora Advisors
Ohio
$5.72K
W
373
WealthCollab
Washington
$5.58K
AF
374
Advisornet Financial
Minnesota
$5.07K +$3.23K +70 +175%
JWA
375
JFS Wealth Advisors
Pennsylvania
$4.9K +$1.57K +34 +47%