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Navient

245 hedge funds and large institutions have $1.28B invested in Navient in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

2.28% more ownership

Funds ownership: 96.69%98.97% (+2.3%)

2% more funds holding

Funds holding: 240245 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less capital invested

Capital invested by funds: $1.38B → $1.28B (-$101M)

35% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 97

76% less call options, than puts

Call options by funds: $1.48M | Put options by funds: $6.27M

Holders
245
Holders Change
+5
Holders Change %
+2.08%
% of All Funds
3.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
63
Reduced
97
Closed
22
Calls
$1.48M
Puts
$6.27M
Net Calls
-$4.79M
Net Calls Change
+$408K
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
226
Brooklyn Investment Group
New York
$986 +$1.07K +78 New
JWA
227
JFS Wealth Advisors
Pennsylvania
$821
BCMLT
228
Beacon Capital Management LLC (Tennessee)
Tennessee
$771 -$14 -1 -2%
FMII
229
Farmers & Merchants Investments Inc
Nebraska
$695
CIAM
230
Caitong International Asset Management
Hong Kong
$682 +$738 +54 New
BA
231
Bellwether Advisors
Nebraska
$669
PS
232
Principal Securities
Iowa
$532
OC
233
Oakworth Capital
Alabama
$467
SC
234
Stephens Consulting
Michigan
$379 +$410 +30 New
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$354 +$383 +28 New
DPW
236
DiNuzzo Private Wealth
Pennsylvania
$240 -$27 -2 -10%
TWD
237
True Wealth Design
Ohio
$240 +$260 +19 New
GFPC
238
Global Financial Private Client
Florida
$189 +$150 +11 +275%
CPG
239
Cornerstone Planning Group
New Jersey
$185 +$219 +16 New
EWA
240
EverSource Wealth Advisors
Alabama
$139 -$478 -35 -76%
LFG
241
Larson Financial Group
Missouri
$38
PWM
242
Parkworth Wealth Management
California
$38
HIA
243
HFM Investment Advisors
New Jersey
$26 +$27 +2 New
BHWM
244
Bay Harbor Wealth Management
Maryland
$25 +$27 +2 New
DSC
245
Donald Smith & Co
New York
-$7.7M -579,092 Closed
EP
246
Edgestream Partners
New Jersey
-$3.29M -247,650 Closed
ECM
247
ExodusPoint Capital Management
New York
-$2.25M -168,960 Closed
CM
248
Caption Management
Oklahoma
-$850K -63,978 Closed
SSA
249
Schonfeld Strategic Advisors
New York
-$836K -62,921 Closed
Nomura Holdings
250
Nomura Holdings
Japan
-$646K -48,585 Closed

NAVI Hedge Fund Activity: Q1 2025 in Review

245 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Navient (NAVI) for Q1 2025, worth a combined $1.28B — down 7.3% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new NAVI positions and 22 closed out — a net gain of 6 holders — while 63 added to existing stakes and 97 trimmed.

The largest buyer was Orbis Allan Gray, adding an estimated $7.22M. The largest seller was BlackRock, cutting an estimated $8.67M.

  • 245 institutional investors held Navient (NAVI) as of Q1 2025, up from 240 in Q4 2024.
  • Funds reported $1.28B of Navient stock for Q1 2025, down 7.3% quarter-over-quarter.
  • 28 funds opened new Navient positions in Q1 2025 and 22 closed out, a net change of +6 holders.
  • The largest Navient buyer in Q1 2025 was Orbis Allan Gray, an estimated $7.22M added.
  • The largest Navient seller in Q1 2025 was BlackRock, an estimated $8.67M sold.

Based on aggregated 13F filings for Q1 2025.