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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
GWM
276
Geneos Wealth Management
Colorado
$2.33K +$3.04K +122 New
APW
277
Atlantic Private Wealth
North Carolina
$2.16K +$25 +1 +0.9%
CAL
278
Capital Analysts LLC
Pennsylvania
$2K
HI
279
Harbour Investments
Wisconsin
$1.91K
AAP
280
Arax Advisory Partners
Colorado
$1.74K +$2.27K +91 New
S
281
Sachetta
Massachusetts
$1.6K +$647 +26 +45%
FMII
282
Farmers & Merchants Investments Inc
Nebraska
$1.6K +$971 +39 +87%
PS
283
Principal Securities
Iowa
$1.49K
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$1.28K +$25 +1 +2%
RIL
285
Rothschild Investment LLC
Illinois
$1.05K
HFS
286
Hantz Financial Services
Michigan
$1K +$697 +28 New
PWMG
287
Private Wealth Management Group
New Jersey
$974 -$3.81K -153 -75%
RS
288
Rakuten Securities
Japan
$955 -$398 -16 -24%
BIA
289
Bell Investment Advisors
California
$917 +$1.2K +48 New
VWM
290
Vermillion Wealth Management
Minnesota
$787
SC
291
Stephens Consulting
Michigan
$764 +$996 +40 New
LWMI
292
Legacy Wealth Management (Idaho)
Idaho
$611
WT
293
Whittier Trust
California
$572 -$1.69K -68 -69%
MCM
294
MV Capital Management
Maryland
$497 -$971 -39 -60%
GC
295
Garde Capital
Washington
$478 +$622 +25 New
CFO
296
CVA Family Office
Colorado
$477 +$622 +25 New
GFPC
297
Global Financial Private Client
Florida
$248 +$224 +9 +225%
BGAI
298
Bruce G. Allen Investments
Colorado
$229 +$50 +2 +20%
SIC
299
Salem Investment Counselors
North Carolina
$191
SC
300
SouthState Corp
Florida
$191 +$249 +10 New

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.