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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
AIM
201
Aigen Investment Management
New York
$493K -$558K -12,074 -53%
SWIM
202
Smallwood Wealth Investment Management
New Jersey
$490K +$739 +16 +0.2%
EGM
203
Engineers Gate Manager
New York
$489K -$1.01M -21,893 -67%
Teacher Retirement System of Texas
204
Teacher Retirement System of Texas
Texas
$480K -$508K -10,991 -51%
BHCM
205
Brevan Howard Capital Management
Jersey
$478K -$1.12M -24,331 -70%
Mitsubishi UFJ Trust & Banking
206
Mitsubishi UFJ Trust & Banking
Japan
$467K
IFU
207
iSAM Funds (UK)
United Kingdom
$458K -$359K -7,775 -44%
Canada Pension Plan Investment Board
208
Canada Pension Plan Investment Board
Ontario, Canada
$457K +$457K +9,900 New
WQ
209
Wealth Quarterback
New Jersey
$451K +$4.39K +95 +1%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$448K -$237K -5,121 -35%
Pathstone Holdings
211
Pathstone Holdings
New Jersey
$448K -$15.4K -334 -3%
DO
212
denkapparat Operations
Germany
$440K -$172K -3,722 -28%
SGI
213
Summit Global Investments
Utah
$434K -$832 -18 -0.2%
MOS
214
MGO One Seven
Ohio
$429K +$554 +12 +0.1%
SAM
215
Strategy Asset Managers
California
$425K -$4.71K -102 -1%
MF
216
Magnetar Financial
Illinois
$424K -$345K -7,470 -45%
CL
217
Choreo LLC
Illinois
$417K -$370 -8 -0.1%
DWA
218
Douglass Winthrop Advisors
New York
$415K
BFC
219
Bedel Financial Consulting
Indiana
$412K +$1.2K +26 +0.3%
PWM
220
Perigon Wealth Management
California
$411K +$46.8K +1,012 +13%
FGP
221
Freestone Grove Partners
California
$394K -$1.61M -34,948 -80%
VT
222
Vise Technologies
New York
$393K +$139K +2,998 +54%
CI
223
Chartist Inc
California
$391K
AWM
224
AE Wealth Management
Kansas
$390K +$391K +8,457 New
A
225
AlphaQuest
New York
$386K -$600K -12,975 -61%