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NextDecade

209 hedge funds and large institutions have $819M invested in NextDecade in 2026 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 93 increasing their positions, 46 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more call options, than puts

Call options by funds: $135M | Put options by funds: $31.7M

102% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 46

24% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 34

1% more funds holding

Funds holding: 207209 (+2)

4% less capital invested

Capital invested by funds: $855M → $819M (-$35.7M)

1.13% less ownership

Funds ownership: 42.14%41.01% (-1.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
209
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
2.53%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
42
Increased
93
Reduced
46
Closed
34
Calls
$135M
Puts
$31.7M
Net Calls
+$103M
Net Calls Change
+$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$180M +$6.78M +857,363 +4%
MIC
2
Mubadala Investment Company
United Arab Emirates
$107M
MIPU
3
Man Investment Partners (US)
New York
$69.9M
Vanguard Capital Management
4
Vanguard Capital Management
Pennsylvania
$41.7M -$2.97M -375,837 -6%
CCA
5
Catalyst Capital Advisors
New York
$39.3M
Geode Capital Management
6
Geode Capital Management
Massachusetts
$32.1M +$1.82M +229,801 +6%
State Street
7
State Street
Massachusetts
$28.6M +$1.99M +251,193 +7%
Vanguard Portfolio Management
8
Vanguard Portfolio Management
Pennsylvania
$18.7M +$322K +40,727 +2%
Millennium Management
9
Millennium Management
New York
$17M -$2.37M -299,518 -12%
NIM
10
NEOS Investment Management
Connecticut
$16.3M -$3.04M -384,353 -15%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$16.1M +$1.83M +231,750 +12%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$14.5M -$4.85M -613,199 -24%
Bank of America
13
Bank of America
North Carolina
$14.4M +$289K +36,582 +2%
KAS
14
Kestra Advisory Services
Texas
$11M +$11.6M +1,464,047 New
Mirae Asset Global ETFs Holdings
15
Mirae Asset Global ETFs Holdings
Hong Kong
$11M -$1.2M -151,305 -9%
WHG
16
Westwood Holdings Group
Texas
$10.7M +$367K +46,421 +3%
Northern Trust
17
Northern Trust
Illinois
$10.1M +$455K +57,470 +4%
JP Morgan Chase
18
JP Morgan Chase
New York
$9.98M +$9.36M +1,183,081 +710%
Charles Schwab
19
Charles Schwab
California
$9.33M +$108K +13,648 +1%
FCM
20
Freshford Capital Management
New York
$8.9M +$4.98M +629,772 +114%
YCM
21
Yaupon Capital Management
New York
$7.57M +$7.94M +1,003,907 New
HF
22
HRT Financial
New York
$7.35M +$6.72M +850,086 +679%
Vanguard Fiduciary Trust
23
Vanguard Fiduciary Trust
Pennsylvania
$7.07M -$688K -87,034 -8%
Morgan Stanley
24
Morgan Stanley
New York
$6.85M +$2.01M +253,740 +39%
SA
25
SL Advisors
New Jersey
$6.22M -$1.28M -161,614 -16%

NEXT Hedge Fund Activity: Q2 2026 in Review

209 of the 8,263 institutional investors tracked by Wall St. Rank reported a position in NextDecade (NEXT) for Q2 2026, worth a combined $819M — down 4.2% from $855M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new NEXT positions and 34 closed out — a net gain of 8 holders — while 93 added to existing stakes and 46 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $11.6M. The largest seller was Citigroup, cutting an estimated $13.9M.

  • 209 institutional investors held NextDecade (NEXT) as of Q2 2026, up from 207 in Q1 2026.
  • Funds reported $819M of NextDecade stock for Q2 2026, down 4.2% quarter-over-quarter.
  • 42 funds opened new NextDecade positions in Q2 2026 and 34 closed out, a net change of +8 holders.
  • The largest NextDecade buyer in Q2 2026 was Kestra Advisory Services, an estimated $11.6M added.
  • The largest NextDecade seller in Q2 2026 was Citigroup, an estimated $13.9M sold.

Based on aggregated 13F filings for Q2 2026.