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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
Corient Private Wealth
201
Corient Private Wealth
Florida
$202K -$51K -2,051 -16%
VVP
202
Venture Visionary Partners
Ohio
$193K -$1.29K -52 -0.5%
IC
203
IEQ Capital
California
$192K +$250K +10,052 New
PHS
204
Pekin Hardy Strauss
Illinois
$191K +$249K +10,000 New
NA
205
NewEdge Advisors
Louisiana
$188K
IRC
206
Investors Research Corp
Georgia
$183K -$8.09K -325 -3%
BL
207
BFSG LLC
California
$158K +$3.46K +139 +2%
S
208
SignatureFD
Georgia
$157K +$52.9K +2,124 +35%
QCG
209
Quadrant Capital Group
Ohio
$155K +$147K +5,904 +267%
US Bancorp
210
US Bancorp
Minnesota
$149K +$45.8K +1,839 +31%
SAM
211
Securian Asset Management
Minnesota
$141K
Jones Financial Companies
212
Jones Financial Companies
Missouri
$136K +$21.5K +865 +14%
Nomura Asset Management
213
Nomura Asset Management
Japan
$130K +$102K +4,090 +151%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$103K +$100K +4,029 +291%
TSMHT
215
Thurston Springer Miller Herd & Titak
Indiana
$89.7K +$53.2K +2,137 +83%
FIA
216
FNY Investment Advisers
New York
$82K -$42K -1,688 -28%
KBC Group
217
KBC Group
Belgium
$80K
HCA
218
Harbor Capital Advisors
Illinois
$66K +$32.9K +1,320 +62%
CIAM
219
Caitong International Asset Management
Hong Kong
$64.4K +$49.9K +2,003 +146%
GSWM
220
Golden State Wealth Management
California
$63K +$24.9K +1,000 +43%
Acadian Asset Management
221
Acadian Asset Management
Massachusetts
$62K +$58.6K +2,354 +261%
SWM
222
Spire Wealth Management
Virginia
$54.8K +$5.23K +210 +8%
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$50.9K +$23.3K +936 +54%
PA
224
Parallel Advisors
California
$46.5K +$27K +1,085 +80%
JFGIW
225
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$40.7K +$53.1K +2,132 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.