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Navient

233 hedge funds and large institutions have $1.43B invested in Navient in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $1.28B → $1.43B (+$154M)

1.48% more ownership

Funds ownership: 98.97%100.46% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 86

5% less funds holding

Funds holding: 245233 (-12)

31% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 35

82% less call options, than puts

Call options by funds: $1.41M | Put options by funds: $7.65M

Holders
233
Holders Change
-12
Holders Change %
-4.9%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
80
Reduced
86
Closed
35
Calls
$1.41M
Puts
$7.65M
Net Calls
-$6.24M
Net Calls Change
-$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
201
Scarborough Advisors
Maryland
$4.5K +$4.1K +319 New
HFS
202
Hantz Financial Services
Michigan
$4K +$3.4K +264 New
FFA
203
Farther Finance Advisors
California
$3.74K -$682 -53 -17%
IA
204
IFP Advisors
Florida
$3.64K +$1.41K +110 +87%
Barrow, Hanley, Mewhinney & Strauss
205
Barrow, Hanley, Mewhinney & Strauss
Texas
$3K
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$2.99K +$424 +33 +18%
AF
207
Allworth Financial
California
$2.83K +$1.39K +108 +116%
AAS
208
Ameritas Advisory Services
Nebraska
$2.75K +$2.51K +195 New
TPWA
209
Twin Peaks Wealth Advisors
California
$2.69K +$2.69K +209 New
RIL
210
Rothschild Investment LLC
Illinois
$2.61K -$1.22K -95 -34%
UB
211
UMB Bank
Missouri
$2.45K -$116 -9 -5%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$2.3K +$2.1K +163 New
FDCDDQ
213
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.97K
DMBA
214
Deseret Mutual Benefit Administrators
Utah
$1.89K
SIC
215
SJS Investment Consulting
Ohio
$1.82K -$90 -7 -5%
ACM
216
Aster Capital Management
United Arab Emirates
$1.62K +$1.48K +115 New
SIS
217
Sound Income Strategies
Florida
$1.44K
PFBT
218
Parkside Financial Bank & Trust
Missouri
$1.33K -$1.98K -154 -62%
QL
219
Quarry LP
New York
$1.14K -$1.65K -128 -61%
MFT
220
Moisand Fitzgerald Tamayo
Florida
$1.1K
BIA
221
Bell Investment Advisors
California
$959 -$913 -71 -51%
BCMLT
222
Beacon Capital Management LLC (Tennessee)
Tennessee
$860
PS
223
Principal Securities
Iowa
$860 +$270 +21 +53%
CPG
224
Cornerstone Planning Group
New Jersey
$838 +$656 +51 +319%
BA
225
Bellwether Advisors
Nebraska
$747

NAVI Hedge Fund Activity: Q2 2025 in Review

233 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Navient (NAVI) for Q2 2025, worth a combined $1.43B — up 12% from $1.28B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of NAVI and 24 opened new positions — a net loss of 11 holders — while 86 trimmed existing stakes and 80 added.

The largest buyer was Philadelphia Financial Management of San Francisco, opening a new position worth an estimated $21.9M. The largest seller was BlackRock, cutting an estimated $11.2M.

  • 233 institutional investors held Navient (NAVI) as of Q2 2025, down from 245 in Q1 2025.
  • Funds reported $1.43B of Navient stock for Q2 2025, up 12% quarter-over-quarter.
  • 24 funds opened new Navient positions in Q2 2025 and 35 closed out, a net change of -11 holders.
  • The largest Navient buyer in Q2 2025 was Philadelphia Financial Management of San Francisco, an estimated $21.9M added.
  • The largest Navient seller in Q2 2025 was BlackRock, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2025.