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Navient
NAVI

Overview Fund Activity

231 hedge funds and large institutions have $1.41B invested in Navient in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 86 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
-14
Holders Change %
-5.71%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
79
Reduced
86
Closed
35
Calls
$1.41M
Puts
$7.65M
Net Calls
-$6.24M
Net Calls Change
-$1.45M

Top Buyers

1
PFMOSF
Philadelphia Financial Management of San Francisco
California
$24M
2
Citadel Advisors
Citadel Advisors
Florida
$19.9M
3
OAG
Orbis Allan Gray
Bermuda
$40.2M
4
Millennium Management
Millennium Management
New York
$7.37M
5
Charles Schwab
Charles Schwab
California
$24.3M

Top Sellers

1
BlackRock
BlackRock
New York
$171M
2
Vanguard Group
Vanguard Group
Pennsylvania
$116M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$117M
4
Marshall Wace
Marshall Wace
United Kingdom
$4.05M
5
SCM
Stadium Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
201
Farther Finance Advisors
California
$3.74K -$747 -53 -17%
IA
202
IFP Advisors
Florida
$3.64K +$1.7K +110 +87%
Barrow, Hanley, Mewhinney & Strauss
203
Barrow, Hanley, Mewhinney & Strauss
Texas
$3K – – –
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$2.99K +$465 +33 +18%
AF
205
Allworth Financial
California
$2.84K +$1.52K +108 +116%
AAS
206
Ameritas Advisory Services
Nebraska
$2.75K +$2.75K +195 New
TPWA
207
Twin Peaks Wealth Advisors
California
$2.69K +$2.69K +209 New
RIL
208
Rothschild Investment LLC
Illinois
$2.61K -$1.34K -95 -34%
UB
209
UMB Bank
Missouri
$2.45K -$127 -9 -5%
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$2.3K +$2.3K +163 New
FDCDDQ
211
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.97K – – –
DMBA
212
Deseret Mutual Benefit Administrators
Utah
$1.89K – – –
SIC
213
SJS Investment Consulting
Ohio
$1.82K -$99 -7 -5%
ACM
214
Aster Capital Management
United Arab Emirates
$1.62K +$1.62K +115 New
SIS
215
Sound Income Strategies
Florida
$1.44K – – –
PFBT
216
Parkside Financial Bank & Trust
Missouri
$1.33K -$2.17K -154 -62%
QL
217
Quarry LP
New York
$1.14K -$1.81K -128 -61%
MFT
218
Moisand Fitzgerald Tamayo
Florida
$1.1K – – –
BIA
219
Bell Investment Advisors
California
$959 -$1K -71 -51%
BCMLT
220
Beacon Capital Management LLC (Tennessee)
Tennessee
$860 – – –
PS
221
Principal Securities
Iowa
$860 +$296 +21 +53%
CPG
222
Cornerstone Planning Group
New Jersey
$838 +$638 +51 +319%
BA
223
Bellwether Advisors
Nebraska
$747 – – –
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$733 +$338 +24 +86%
FMII
225
Farmers & Merchants Investments Inc
Nebraska
$677 -$99 -7 -13%
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