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PBF Energy

307 hedge funds and large institutions have $1.74B invested in PBF Energy in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 131 increasing their positions, 91 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 91

2.6% more ownership

Funds ownership: 76.3%78.9% (+2.6%)

4% less funds holding

Funds holding: 320307 (-13)

14% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 56

25% less capital invested

Capital invested by funds: $2.33B → $1.74B (-$590M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

38% less call options, than puts

Call options by funds: $38.8M | Put options by funds: $62.2M

Holders
307
Holders Change
-13
Holders Change %
-4.06%
% of All Funds
4.12%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
48
Increased
131
Reduced
91
Closed
56
Calls
$38.8M
Puts
$62.2M
Net Calls
-$23.3M
Net Calls Change
-$50M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
251
Mitsubishi UFJ Asset Management
Japan
$12.5K
RA
252
Rise Advisors
New York
$12.1K +$3.83K +154 +32%
National Bank of Canada
253
National Bank of Canada
Quebec, Canada
$12K +$3.76K +151 +32%
Barrow, Hanley, Mewhinney & Strauss
254
Barrow, Hanley, Mewhinney & Strauss
Texas
$10.9K +$1.25K +50 +10%
WTC
255
WhitTier Trust Company
Nevada
$10.9K
TWD
256
True Wealth Design
Ohio
$9.85K +$12.8K +516 New
FCMT
257
Founders Capital Management (Texas)
Texas
$9.54K +$4.98K +200 +67%
WIM
258
Westside Investment Management
California
$8.02K
SW
259
SVB Wealth
Massachusetts
$7.29K +$9.51K +382 New
CIBC Private Wealth Group
260
CIBC Private Wealth Group
Georgia
$7.18K +$9.13K +367 +276%
BTI
261
Blue Trust Inc
Georgia
$7.18K
C
262
Covestor
United Kingdom
$7K -$85.5K -3,435 -91%
QL
263
Quarry LP
New York
$6.91K +$6.52K +262 +262%
NSIM
264
North Star Investment Management
Illinois
$5.73K +$1.49K +60 +25%
CCM
265
Coldstream Capital Management
Washington
$5.27K +$6.87K +276 New
VCM
266
Versant Capital Management
Arizona
$5.02K +$4.46K +179 +213%
CAL
267
Capital Advisors Ltd
Ohio
$5K +$25 +1 +0.4%
APW
268
Aventura Private Wealth
Florida
$4.58K
CT
269
Clearstead Trust
Maine
$4.35K +$5.67K +228 New
PFBT
270
Parkside Financial Bank & Trust
Missouri
$4.26K +$4.38K +176 +374%
Bessemer Group
271
Bessemer Group
New Jersey
$4K -$2.19K -88 -29%
OAJ
272
Ogorek Anthony Joseph
New York
$4K +$5.55K +223 New
MPWT
273
MassMutual Private Wealth & Trust
Connecticut
$3.13K -$722 -29 -15%
PWA
274
Physician Wealth Advisors
Utah
$2.67K +$3.48K +140 New
WAS
275
Winch Advisory Services
Wisconsin
$2.64K +$50 +2 +1%

PBF Hedge Fund Activity: Q1 2025 in Review

307 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in PBF Energy (PBF) for Q1 2025, worth a combined $1.74B — down 25% from $2.33B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of PBF and 48 opened new positions — a net loss of 8 holders — while 91 trimmed existing stakes and 131 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $89.9M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $27M sold.

  • 307 institutional investors held PBF Energy (PBF) as of Q1 2025, down from 320 in Q4 2024.
  • Funds reported $1.74B of PBF Energy stock for Q1 2025, down 25% quarter-over-quarter.
  • 48 funds opened new PBF Energy positions in Q1 2025 and 56 closed out, a net change of -8 holders.
  • The largest PBF Energy buyer in Q1 2025 was T. Rowe Price Investment Management, an estimated $89.9M added.
  • The largest PBF Energy seller in Q1 2025 was Point72 Asset Management, an estimated $27M sold.

Based on aggregated 13F filings for Q1 2025.