Natural Alternatives International
NAII
22 hedge funds and large institutions have $7.07M invested in Natural Alternatives International in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 5 closing their positions.
0.96% less ownership
Funds ownership: 34.11% → 33.16% (-0.96%)
12% less funds holding
Funds holding: 25 → 22 (-3)
22% less capital invested
Capital invested by funds: $9.1M → $7.07M (-$2.03M)
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$55.9K |
| 2 |
CSC
Caldwell Sutter Capital
Sausalito,
California
|
+$33.6K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.26K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$128 |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$128 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$101K |
| 2 |
CCB
Cutter & Co Brokerage
Ballwin,
Missouri
|
-$71.2K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$61.5K |
| 4 |
Morgan Stanley
New York
|
-$40.8K |
| 5 |
Renaissance Technologies
New York
|
-$20.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAS
26
Coppell Advisory Solutions
Coppell,
Texas
| – | -$13 | -3 | Closed |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$36 | +9 | New |
|
NAII Hedge Fund Activity: Q1 2025 in Review
22 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Natural Alternatives International (NAII) for Q1 2025, worth a combined $7.07M — down 22% from $9.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of NAII and 2 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 4 added.
The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $55.9K. The largest seller was Northern Trust, cutting an estimated $101K.
- 22 institutional investors held Natural Alternatives International (NAII) as of Q1 2025, down from 25 in Q4 2024.
- Funds reported $7.07M of Natural Alternatives International stock for Q1 2025, down 22% quarter-over-quarter.
- 2 funds opened new Natural Alternatives International positions in Q1 2025 and 5 closed out, a net change of -3 holders.
- The largest Natural Alternatives International buyer in Q1 2025 was EP Wealth Advisors, an estimated $55.9K added.
- The largest Natural Alternatives International seller in Q1 2025 was Northern Trust, an estimated $101K sold.
Based on aggregated 13F filings for Q1 2025.