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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
SIM
1
Sherborne Investors Management
New York
$372M
BlackRock
2
BlackRock
New York
$164M -$8.67M -634,648 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$112M -$3.66M -267,974 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$111M -$3.1M -226,557 -3%
LSV Asset Management
5
LSV Asset Management
Illinois
$49.4M -$7.3M -533,987 -12%
State Street
6
State Street
Massachusetts
$48.4M +$5.28M +386,177 +11%
OAG
7
Orbis Allan Gray
Bermuda
$29.2M +$7.22M +528,716 +30%
American Century Companies
8
American Century Companies
Missouri
$24.7M +$1.81M +132,313 +7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$23.4M -$50.2K -3,671 -0.2%
Northern Trust
10
Northern Trust
Illinois
$18.9M -$950K -69,525 -4%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$18.4M +$1.96M +143,325 +11%
Charles Schwab
12
Charles Schwab
California
$18.2M +$4.84M +353,898 +33%
Goldman Sachs
13
Goldman Sachs
New York
$17.6M -$4.84M -354,593 -20%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$13.9M -$704K -51,530 -4%
Morgan Stanley
15
Morgan Stanley
New York
$12.5M -$4.18M -305,915 -24%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$11.5M +$374K +27,340 +3%
JP Morgan Chase
17
JP Morgan Chase
New York
$10.9M +$6.89M +503,956 +141%
BCM
18
Bridgeway Capital Management
Texas
$10.8M -$827K -60,517 -7%
SAM
19
Storebrand Asset Management
Norway
$9.68M -$254K -18,597 -2%
Marshall Wace
20
Marshall Wace
United Kingdom
$9.05M +$1.1M +80,787 +13%
Invesco
21
Invesco
Georgia
$8.64M -$1.28M -93,885 -12%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$7.58M -$1.71M -125,326 -17%
Citadel Advisors
23
Citadel Advisors
Florida
$7.44M -$417K -30,535 -5%
EF
24
Empowered Funds
Pennsylvania
$5.14M -$827K -60,517 -13%
JAM
25
Jupiter Asset Management
United Kingdom
$4.93M -$81.3K -5,948 -2%

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.