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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
JWA
376
JFS Wealth Advisors
Pennsylvania
$3.97K +$379 +8 +11%
CA
377
Continuum Advisory
Idaho
$3.97K +$3.84K +81 New
Mitsubishi UFJ Asset Management
378
Mitsubishi UFJ Asset Management
Japan
$3.68K
QL
379
Quarry LP
New York
$3.53K -$81.6K -1,721 -96%
FMII
380
Farmers & Merchants Investments Inc
Nebraska
$3.34K +$1.33K +28 +70%
CSB
381
City State Bank
Iowa
$3.14K
LFG
382
Larson Financial Group
Missouri
$2.75K +$1.85K +39 +229%
CA
383
Clearstead Advisors
Ohio
$2.4K +$2.32K +49 New
FNWA
384
Financial Network Wealth Advisors
Utah
$2.35K +$2.27K +48 New
HNW
385
High Note Wealth
Minnesota
$2.16K -$2.42K -51 -54%
SC
386
Stephens Consulting
Michigan
$1.47K +$1.42K +30 New
SSB
387
Sandy Spring Bank
Maryland
$1.23K +$1.19K +25 New
HI
388
Horizon Investments
North Carolina
$1.13K +$1.09K +23 New
GFPC
389
Global Financial Private Client
Florida
$1.03K +$711 +15 +250%
SIC
390
SJS Investment Consulting
Ohio
$982
DPW
391
DiNuzzo Private Wealth
Pennsylvania
$982 +$47 +1 +5%
APW
392
Aventura Private Wealth
Florida
$687
CFD
393
Creative Financial Designs
Indiana
$638 +$616 +13 New
NC
394
NewSquare Capital
Pennsylvania
$540 +$521 +11 New
AssetMark Inc
395
AssetMark Inc
California
$294
SC
396
SouthState Corp
Florida
$246 +$237 +5 New
BHWM
397
Bay Harbor Wealth Management
Maryland
$197 +$190 +4 New
HIA
398
HFM Investment Advisors
New Jersey
$148 +$142 +3 New
PWM
399
Parkworth Wealth Management
California
$147
TWD
400
True Wealth Design
Ohio
$50 +$47 +1 New

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.