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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
CIA
376
Cape Investment Advisory
Georgia
$4.88K +$4.9K +106 New
KFG
377
Kingdom Financial Group
Arizona
$4.74K +$4.76K +103 New
BBHC
378
Brown Brothers Harriman & Co
New York
$4.7K
MCM
379
Manchester Capital Management
Vermont
$4.43K +$370 +8 +9%
LFG
380
Larson Financial Group
Missouri
$4.29K +$2.68K +58 +166%
BIA
381
Bell Investment Advisors
California
$4.2K -$231 -5 -5%
HI
382
Harbour Investments
Wisconsin
$4.11K +$2.08K +45 +102%
FMII
383
Farmers & Merchants Investments Inc
Nebraska
$3.78K
EW
384
Elyxium Wealth
California
$3.46K +$3.46K +75 New
Mitsubishi UFJ Asset Management
385
Mitsubishi UFJ Asset Management
Japan
$3.45K
ST
386
Smithfield Trust
Pennsylvania
$3K
PWA
387
Physician Wealth Advisors
Utah
$2.54K +$2.54K +55 New
FNWA
388
Financial Network Wealth Advisors
Utah
$2.21K
KFAS
389
Keating Financial Advisory Services
Kansas
$2.12K +$2.13K +46 New
EWP
390
Elevation Wealth Partners
California
$1.71K +$1.71K +37 New
FC
391
Financial Consulate
Maryland
$1.34K +$508 +11 +61%
FFO
392
Fortitude Family Office
Arizona
$1.34K -$139 -3 -9%
SG
393
Sankala Group
Colorado
$1.25K +$1.06K +23 New
RWM
394
Rialto Wealth Management
New York
$1.01K +$139 +3 +16%
CSB
395
City State Bank
Iowa
$969 +$970 +21 New
DPW
396
DiNuzzo Private Wealth
Pennsylvania
$923
BFS
397
Bare Financial Services
Pennsylvania
$692
BWA
398
Basecamp Wealth Advisors
Washington
$692 +$693 +15 New
SEP
399
Signature Equity Partners
Ohio
$692 +$693 +15 New
MWPCG
400
Measured Wealth Private Client Group
New Hampshire
$646 -$26.4K -572 -98%