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PBF Energy

315 hedge funds and large institutions have $2.11B invested in PBF Energy in 2025 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 131 increasing their positions, 91 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

44% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 91

21% more capital invested

Capital invested by funds: $1.74B → $2.11B (+$365M)

18% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 50

5.14% more ownership

Funds ownership: 78.9%84.05% (+5.1%)

3% more funds holding

Funds holding: 307315 (+8)

23% less call options, than puts

Call options by funds: $62.1M | Put options by funds: $80.8M

Holders
315
Holders Change
+8
Holders Change %
+2.61%
% of All Funds
4.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
59
Increased
131
Reduced
91
Closed
50
Calls
$62.1M
Puts
$80.8M
Net Calls
-$18.7M
Net Calls Change
+$4.62M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
276
Parkside Financial Bank & Trust
Missouri
$5.48K +$570 +30 +13%
APW
277
Aventura Private Wealth
Florida
$5.2K
CT
278
Clearstead Trust
Maine
$4.96K +$19 +1 +0.4%
HNB
279
Huntington National Bank
Ohio
$4.64K +$4.05K +213 +21,300%
RTL
280
Red Tortoise LLC
Georgia
$4.51K +$3.95K +208 New
HNB
281
Hilltop National Bank
Wyoming
$4.33K +$3.8K +200 New
MCM
282
MAI Capital Management
Ohio
$4.18K +$3.67K +193 New
AAP
283
Arax Advisory Partners
Colorado
$3.81K +$1.62K +85 +93%
S
284
Sachetta
Massachusetts
$3.66K +$1.62K +85 +101%
RIL
285
Rothschild Investment LLC
Illinois
$3.25K +$1.81K +95 +173%
WAS
286
Winch Advisory Services
Wisconsin
$3.04K +$38 +2 +1%
APW
287
Atlantic Private Wealth
North Carolina
$2.49K +$38 +2 +2%
MCM
288
MV Capital Management
Maryland
$2.23K +$1.46K +77 +296%
HI
289
Harbour Investments
Wisconsin
$2.17K
AAS
290
Ameritas Advisory Services
Nebraska
$2.17K +$1.9K +100 New
PWMG
291
Prestige Wealth Management Group
New Jersey
$2.12K +$1.86K +98 New
TWD
292
True Wealth Design
Ohio
$2.02K -$8.04K -423 -82%
CAL
293
Capital Analysts LLC
Pennsylvania
$2K
FMII
294
Farmers & Merchants Investments Inc
Nebraska
$1.82K
FFO
295
Fortitude Family Office
Arizona
$1.71K -$20.6K -1,086 -93%
GRP
296
Global Retirement Partners
California
$1.67K +$1.46K +77 New
LFG
297
Larson Financial Group
Missouri
$1.6K +$1.41K +74 New
Northwestern Mutual Wealth Management
298
Northwestern Mutual Wealth Management
Wisconsin
$1.47K +$19 +1 +1%
GWM
299
Geneos Wealth Management
Colorado
$1.32K -$1.16K -61 -50%
QL
300
Quarry LP
New York
$1.24K -$5.8K -305 -84%

PBF Hedge Fund Activity: Q2 2025 in Review

315 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PBF Energy (PBF) for Q2 2025, worth a combined $2.11B — up 21% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new PBF positions and 50 closed out — a net gain of 9 holders — while 131 added to existing stakes and 91 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $27.6M. The largest seller was American Century Companies, cutting an estimated $33M.

  • 315 institutional investors held PBF Energy (PBF) as of Q2 2025, up from 307 in Q1 2025.
  • Funds reported $2.11B of PBF Energy stock for Q2 2025, up 21% quarter-over-quarter.
  • 59 funds opened new PBF Energy positions in Q2 2025 and 50 closed out, a net change of +9 holders.
  • The largest PBF Energy buyer in Q2 2025 was AQR Capital Management, an estimated $27.6M added.
  • The largest PBF Energy seller in Q2 2025 was American Century Companies, an estimated $33M sold.

Based on aggregated 13F filings for Q2 2025.