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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
BIA
301
Bell Investment Advisors
California
$1.13K +$76 +4 +8%
PS
302
Principal Securities
Iowa
$975 -$209 -11 -20%
PWA
303
Physician Wealth Advisors
Utah
$954 -$1.82K -96 -69%
BGAI
304
Bruce G. Allen Investments
Colorado
$932 +$589 +31 +258%
VWM
305
Vermillion Wealth Management
Minnesota
$906 +$19 +1 +2%
RWM
306
Rialto Wealth Management
New York
$781 +$684 +36 New
LWMI
307
Legacy Wealth Management (Idaho)
Idaho
$694
LIS
308
Legacy Investment Solutions
Idaho
$694 +$608 +32 New
WT
309
Whittier Trust
California
$648
TFM
310
TFC Financial Management
Massachusetts
$586 +$513 +27 New
GC
311
Garde Capital
Washington
$542
DPW
312
DiNuzzo Private Wealth
Pennsylvania
$66 -$38 -2 -40%
HIA
313
HFM Investment Advisors
New Jersey
$43
BHWM
314
Bay Harbor Wealth Management
Maryland
$21 +$19 +1 New
TI
315
Trexquant Investment
Connecticut
-$6.09M -319,076 Closed
Wellington Management Group
316
Wellington Management Group
Massachusetts
-$5.27M -275,811 Closed
Man Group
317
Man Group
United Kingdom
-$5.22M -273,450 Closed
LSV Asset Management
318
LSV Asset Management
Illinois
-$3.48M -182,275 Closed
CF
319
Corebridge Financial
Texas
-$2.99M -156,765 Closed
MF
320
Magnetar Financial
Illinois
-$1.53M -80,382 Closed
SCM
321
Semanteon Capital Management
Massachusetts
-$1.45M -75,762 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
322
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.38M -72,400 Closed
HA
323
Heartland Advisors
Wisconsin
-$1.02M -53,609 Closed
PTC
324
Petrus Trust Company
Texas
-$826K -43,251 Closed
Canada Pension Plan Investment Board
325
Canada Pension Plan Investment Board
Ontario, Canada
-$708K -37,100 Closed

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.