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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
SIM
1
Sherborne Investors Management
New York
$415M
BlackRock
2
BlackRock
New York
$171M -$11.2M -867,858 -7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$117M -$6.44M -500,989 -6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$116M -$7.94M -617,353 -7%
LSV Asset Management
5
LSV Asset Management
Illinois
$52.4M -$2.59M -201,100 -5%
State Street
6
State Street
Massachusetts
$50.2M -$3.46M -269,206 -7%
OAG
7
Orbis Allan Gray
Bermuda
$40.2M +$6.9M +536,933 +23%
American Century Companies
8
American Century Companies
Missouri
$28.5M +$859K +66,814 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$25.3M -$777K -60,461 -3%
Charles Schwab
10
Charles Schwab
California
$24.3M +$3.63M +282,184 +20%
PFMOSF
11
Philadelphia Financial Management of San Francisco
California
$24M +$21.9M +1,699,514 New
SAM
12
Storebrand Asset Management
Norway
$21.6M +$9.85M +766,092 +100%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$20.5M -$49.7K -3,865 -0.3%
Citadel Advisors
14
Citadel Advisors
Florida
$19.9M +$10.6M +823,694 +140%
Northern Trust
15
Northern Trust
Illinois
$19.3M -$1.7M -132,196 -9%
Goldman Sachs
16
Goldman Sachs
New York
$17.3M -$2.11M -163,723 -12%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$14.8M -$665K -51,687 -5%
Morgan Stanley
18
Morgan Stanley
New York
$14.2M +$259K +20,155 +2%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$14M +$1.1M +85,550 +9%
BCM
20
Bridgeway Capital Management
Texas
$12M -$46.6K -3,625 -0.4%
JP Morgan Chase
21
JP Morgan Chase
New York
$10.4M -$1.58M -122,611 -14%
Invesco
22
Invesco
Georgia
$8.54M -$1M -77,942 -11%
Millennium Management
23
Millennium Management
New York
$7.37M +$4.49M +349,320 +202%
Allianz Asset Management
24
Allianz Asset Management
Germany
$6.79M +$1.29M +100,577 +26%
Bank of America
25
Bank of America
North Carolina
$6.52M +$1.98M +154,171 +50%

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.