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2,437 hedge funds and large institutions have $110B invested in Nike in 2023 Q4 according to their latest regulatory filings, with 328 funds opening new positions, 918 increasing their positions, 909 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 328 | Existing positions closed: 131

16% more capital invested

Capital invested by funds: $94.6B → $110B (+$14.9B)

7% more funds holding

Funds holding: 2,2792,437 (+158)

1.99% more ownership

Funds ownership: 80.44%82.43% (+2%)

1% more repeat investments, than reductions

Existing positions increased: 918 | Existing positions reduced: 909

8% less funds holding in top 10

Funds holding in top 10: 4844 (-4)

22% less call options, than puts

Call options by funds: $2.89B | Put options by funds: $3.71B

Holders
2,437
Holders Change
+158
Holders Change %
+6.93%
% of All Funds
35.52%
Holding in Top 10
44
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.33%
% of All Funds
0.64%
New
328
Increased
918
Reduced
909
Closed
131
Calls
$2.89B
Puts
$3.71B
Net Calls
-$820M
Net Calls Change
-$471M
Name Holding Trade Value Shares
Change
Change in
Stake
SCI
2001
S&CO Inc
Massachusetts
$262K
MFC
2002
Mechanics Financial Corp
Ohio
$261K
T
2003
TOBAM
France
$261K -$112K -1,041 -30%
CIG
2004
Cairn Investment Group
Washington
$261K -$10.7K -100 -4%
HNW
2005
High Note Wealth
Minnesota
$261K -$537 -5 -0.2%
3F
2006
360 Financial
Minnesota
$261K
BWM
2007
BCGM Wealth Management
Indiana
$261K
AC
2008
AlphaCore Capital
California
$260K -$15.3K -142 -6%
JC
2009
JB Capital
Connecticut
$259K +$1.61K +15 +0.6%
MWM
2010
MinichMacGregor Wealth Management
New York
$259K +$256K +2,385 New
AF
2011
Apexium Financial
Texas
$259K +$256K +2,381 New
AIA
2012
Arbor Investment Advisors
North Carolina
$258K +$537 +5 +0.2%
SIM
2013
Sentry Investment Management
Wisconsin
$258K -$510K -4,742 -67%
CP
2014
Castleview Partners
Texas
$258K +$16K +149 +7%
HFS
2015
Howard Financial Services
Texas
$256K +$7.74K +72 +3%
TSW
2016
Thompson Siegel & Walmsley
Virginia
$256K -$3.22K -30 -1%
GA
2017
Goldstein Advisors
Wisconsin
$256K +$4.08K +38 +2%
WAAG
2018
Wealth Alliance Advisory Group
Kansas
$255K -$2.15K -20 -0.8%
ML
2019
McAdam LLC
Pennsylvania
$255K +$6.02K +56 +2%
WOC
2020
West Oak Capital
California
$255K
BEW
2021
Burton Enright Welch
California
$255K +$4.73K +44 +2%
BWP
2022
Baldwin Wealth Partners
Massachusetts
$255K
CAM
2023
Cozad Asset Management
Illinois
$252K
KC
2024
Kingfisher Capital
North Carolina
$252K -$1.75M -16,306 -88%
MW
2025
MBL Wealth
North Carolina
$252K +$22.9K +213 +10%

NKE Hedge Fund Activity: Q4 2023 in Review

2,437 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Nike (NKE) for Q4 2023, worth a combined $110B — up 16% from $94.6B a quarter earlier.

Buyers outnumbered sellers: 328 funds opened new NKE positions and 131 closed out — a net gain of 197 holders — while 918 added to existing stakes and 909 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.56B. The largest seller was Edgewood Management, cutting an estimated $1.12B.

  • 2,437 institutional investors held Nike (NKE) as of Q4 2023, up from 2,279 in Q3 2023.
  • Funds reported $110B of Nike stock for Q4 2023, up 16% quarter-over-quarter.
  • 328 funds opened new Nike positions in Q4 2023 and 131 closed out, a net change of +197 holders.
  • The largest Nike buyer in Q4 2023 was Morgan Stanley, an estimated $2.56B added.
  • The largest Nike seller in Q4 2023 was Edgewood Management, an estimated $1.12B sold.

Based on aggregated 13F filings for Q4 2023.