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1,723 hedge funds and large institutions have $39.5B invested in Nike in 2026 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 636 increasing their positions, 757 reducing their positions, and 312 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.6% more ownership

Funds ownership: 79.43%80.03% (+0.6%)

10% less funds holding

Funds holding: 1,9201,723 (-197)

16% less repeat investments, than reductions

Existing positions increased: 636 | Existing positions reduced: 757

24% less capital invested

Capital invested by funds: $51.8B → $39.5B (-$12.3B)

25% less call options, than puts

Call options by funds: $2.96B | Put options by funds: $3.95B

40% less funds holding in top 10

Funds holding in top 10: 2012 (-8)

51% less first-time investments, than exits

New positions opened: 154 | Existing positions closed: 312

Holders
1,723
Holders Change
-197
Holders Change %
-10.26%
% of All Funds
20.81%
Holding in Top 10
12
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-40%
% of All Funds
0.14%
New
154
Increased
636
Reduced
757
Closed
312
Calls
$2.96B
Puts
$3.95B
Net Calls
-$991M
Net Calls Change
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
51
Millennium Management
New York
$135M +$108M +2,444,564 +292%
National Pension Service
52
National Pension Service
South Korea
$127M +$10.9M +247,230 +9%
Mitsubishi UFJ Asset Management
53
Mitsubishi UFJ Asset Management
Japan
$125M +$10.9M +248,502 +9%
WT
54
Wellcome Trust
United Kingdom
$123M
HSBC Holdings
55
HSBC Holdings
United Kingdom
$123M +$23.5M +534,331 +22%
Nuveen
56
Nuveen
North Carolina
$121M -$69.7M -1,585,628 -35%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$114M +$614K +13,955 +0.5%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$114M -$32.2M -732,996 -21%
Vanguard Asset Management
59
Vanguard Asset Management
$108M +$12.9M +293,590 +13%
Vanguard Global Advisers
60
Vanguard Global Advisers
Pennsylvania
$107M -$487K -11,066 -0.4%
Squarepoint
61
Squarepoint
New York
$105M +$59.3M +1,347,967 +112%
First Trust Advisors
62
First Trust Advisors
Illinois
$104M +$94.2M +2,141,152 +539%
Stifel Financial
63
Stifel Financial
Missouri
$103M +$23M +523,510 +26%
Assenagon Asset Management
64
Assenagon Asset Management
Luxembourg
$102M +$64M +1,455,045 +140%
SGA
65
Sustainable Growth Advisers
Connecticut
$99.9M -$5.79M -131,515 -5%
EIC
66
Equity Investment Corp
Georgia
$99.5M +$107M +2,424,640 New
CCC
67
Cable Car Capital
California
$95M +$102M +2,314,200 New
Raymond James Financial
68
Raymond James Financial
Florida
$92.7M +$18.1M +411,887 +22%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$90.4M +$48M +1,092,282 +98%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$89.3M -$3.08M -70,002 -3%
Aberdeen Group
71
Aberdeen Group
United Kingdom
$88.3M +$3.3M +75,132 +4%
AllianceBernstein
72
AllianceBernstein
Tennessee
$73.6M +$9.51M +216,139 +18%
Fidelity International
73
Fidelity International
Bermuda
$71.2M +$47.3M +1,074,975 +163%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$71.1M -$3.27M -74,431 -4%
BC
75
Brookfield Corp
Ontario, Canada
$69.4M +$30M +681,500 +68%

NKE Hedge Fund Activity: Q2 2026 in Review

1,723 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Nike (NKE) for Q2 2026, worth a combined $39.5B — down 24% from $51.8B a quarter earlier.

Sellers outnumbered buyers: 312 funds closed out of NKE and 154 opened new positions — a net loss of 158 holders — while 757 trimmed existing stakes and 636 added.

The largest buyer was Capital World Investors, adding an estimated $949M. The largest seller was Wellington Management Group, cutting an estimated $710M.

  • 1,723 institutional investors held Nike (NKE) as of Q2 2026, down from 1,920 in Q1 2026.
  • Funds reported $39.5B of Nike stock for Q2 2026, down 24% quarter-over-quarter.
  • 154 funds opened new Nike positions in Q2 2026 and 312 closed out, a net change of -158 holders.
  • The largest Nike buyer in Q2 2026 was Capital World Investors, an estimated $949M added.
  • The largest Nike seller in Q2 2026 was Wellington Management Group, an estimated $710M sold.

Based on aggregated 13F filings for Q2 2026.