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NLI Holdings

70 hedge funds and large institutions have $28.4M invested in NLI Holdings in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 26

0.56% less ownership

Funds ownership: 11.18%10.62% (-0.56%)

1% less funds holding

Funds holding: 7170 (-1)

16% less capital invested

Capital invested by funds: $33.6M → $28.4M (-$5.21M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

100% less call options, than puts

Call options by funds: $1K | Put options by funds: $299K

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
26
Reduced
26
Closed
5
Calls
$1K
Puts
$299K
Net Calls
-$298K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
51
Sterling Capital Management
North Carolina
$3.18K
AIP
52
Ameritas Investment Partners
Nebraska
$2.91K
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$2.8K -$559 -98 -16%
HNB
54
Hilltop National Bank
Wyoming
$2.59K
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$2K -$1.05K -184 -35%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$2K -$223 -39 -8%
HCA
57
Harbor Capital Advisors
Illinois
$2K -$34 -6 -2%
PWPS
58
Pinnacle Wealth Planning Services
Ohio
$1.55K +$1.62K +284 New
Osaic Holdings
59
Osaic Holdings
Arizona
$1.19K +$451 +79 +57%
EWA
60
EverSource Wealth Advisors
Alabama
$1.07K -$51 -9 -4%
AB
61
Amalgamated Bank
New York
$1K -$131 -23 -8%
C
62
Covestor
United Kingdom
$1K +$126 +22 +12%
FFA
63
Farther Finance Advisors
California
$919 +$959 +168 New
SS
64
SBI Securities
Japan
$766 +$206 +36 +35%
Optiver Holding
65
Optiver Holding
Netherlands
$733
MSFP
66
Mark Sheptoff Financial Planning
Connecticut
$547
SAM
67
Smartleaf Asset Management
Massachusetts
$385
EP
68
Essential Partners
California
$49 -$51 -9 -50%
RIL
69
Rothschild Investment LLC
Illinois
$22 +$23 +4 New
HNB
70
Huntington National Bank
Ohio
$5
EF
71
Empowered Funds
Pennsylvania
-$1.29M -209,102 Closed
SO
72
STRS Ohio
Ohio
-$27.1K -4,400 Closed
LSV Asset Management
73
LSV Asset Management
Illinois
-$20K -3,200 Closed
GI
74
GAMMA Investing
California
-$148 -24 Closed
AAP
75
Arax Advisory Partners
Colorado
-$93 -15 Closed

NL Hedge Fund Activity: Q4 2025 in Review

70 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in NLI Holdings (NL) for Q4 2025, worth a combined $28.4M — down 16% from $33.6M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NL and 4 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 26 added.

The largest buyer was Bridgeway Capital Management, adding an estimated $131K. The largest seller was Empowered Funds, exiting entirely with an estimated $1.29M sold.

  • 70 institutional investors held NLI Holdings (NL) as of Q4 2025, down from 71 in Q3 2025.
  • Funds reported $28.4M of NLI Holdings stock for Q4 2025, down 16% quarter-over-quarter.
  • 4 funds opened new NLI Holdings positions in Q4 2025 and 5 closed out, a net change of -1 holder.
  • The largest NLI Holdings buyer in Q4 2025 was Bridgeway Capital Management, an estimated $131K added.
  • The largest NLI Holdings seller in Q4 2025 was Empowered Funds, an estimated $1.29M sold.

Based on aggregated 13F filings for Q4 2025.