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New Jersey Resources

396 hedge funds and large institutions have $3.42B invested in New Jersey Resources in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 171 increasing their positions, 118 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 118

0.71% more ownership

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

2% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 52

1% less funds holding

Funds holding: 400396 (-4)

8% less capital invested

Capital invested by funds: $3.71B → $3.42B (-$286M)

Holders
396
Holders Change
-4
Holders Change %
-1%
% of All Funds
5.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
51
Increased
171
Reduced
118
Closed
52
Calls
$515K
Puts
Net Calls
+$515K
Net Calls Change
-$466K
Name Holding Trade Value Shares
Change
Change in
Stake
JG
426
Jain Global
New York
-$216K -4,407 Closed
PI
427
PFG Investments
New York
-$211K -4,296 Closed
ZRP
428
Zynergy Retirement Planning
New Jersey
-$200K -4,289 Closed
FMWA
429
Forvis Mazars Wealth Advisors
Missouri
-$207K -4,213 Closed
TC
430
TownSquare Capital
Utah
-$205K -4,184 Closed
AWM
431
Axxcess Wealth Management
California
-$205K -4,171 Closed
CAAS
432
Capital Asset Advisory Services
Michigan
-$206K -4,156 Closed
MWP
433
Meridian Wealth Partners
Pennsylvania
-$203K -4,143 Closed
ALA
434
Atlas Legacy Advisors
California
-$202K -4,131 Closed
JFGIW
435
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$130K -2,649 Closed
WT
436
Washington Trust
Rhode Island
-$117K -2,376 Closed
SFGP
437
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$90.5K -1,845 Closed
CCM
438
Coldstream Capital Management
Washington
-$89.4K -1,823 Closed
HCP
439
Hexagon Capital Partners
Arkansas
-$41.2K -839 Closed
VSQM
440
V-Square Quantitative Management
Illinois
-$28.5K -581 Closed
BTI
441
Blue Trust Inc
Georgia
-$10.5K -215 Closed
SO
442
Sierra Ocean
California
-$5.2K -106 Closed
CA
443
Continuum Advisory
Idaho
-$3.97K -81 Closed
HNW
444
High Note Wealth
Minnesota
-$2.16K -44 Closed
SC
445
Stephens Consulting
Michigan
-$1.47K -30 Closed
GFPC
446
Global Financial Private Client
Florida
-$1.03K -21 Closed
APW
447
Aventura Private Wealth
Florida
-$687 -14 Closed
AW
448
Avion Wealth
Texas
+$516 +11 New

NJR Hedge Fund Activity: Q2 2025 in Review

396 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2025, worth a combined $3.42B — down 7.7% from $3.71B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of NJR and 51 opened new positions — a net loss of 1 holder — while 118 trimmed existing stakes and 171 added.

The largest buyer was Macquarie Group, opening a new position worth an estimated $40.9M. The largest seller was Millennium Management, cutting an estimated $46.7M.

  • 396 institutional investors held New Jersey Resources (NJR) as of Q2 2025, down from 400 in Q1 2025.
  • Funds reported $3.42B of New Jersey Resources stock for Q2 2025, down 7.7% quarter-over-quarter.
  • 51 funds opened new New Jersey Resources positions in Q2 2025 and 52 closed out, a net change of -1 holder.
  • The largest New Jersey Resources buyer in Q2 2025 was Macquarie Group, an estimated $40.9M added.
  • The largest New Jersey Resources seller in Q2 2025 was Millennium Management, an estimated $46.7M sold.

Based on aggregated 13F filings for Q2 2025.