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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
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$11.3M -$35.9K -6,288 -0.3%
BlackRock
2
BlackRock
New York
$2.94M +$33.5K +5,861 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.3M -$1.86K -326 -0.1%
AC
4
Aristides Capital
Kentucky
$2.28M +$11.8K +2,075 +0.5%
BCM
5
Bridgeway Capital Management
Texas
$1.64M +$131K +23,029 +8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.15M +$41.2K +7,222 +4%
Renaissance Technologies
7
Renaissance Technologies
New York
$766K -$54.2K -9,500 -6%
State Street
8
State Street
Massachusetts
$711K +$3.97K +695 +0.5%
Raymond James Financial
9
Raymond James Financial
Florida
$654K -$65.1K -11,400 -9%
SBH
10
Segall Bryant & Hamill
Illinois
$510K -$3.74K -655 -0.7%
Morgan Stanley
11
Morgan Stanley
New York
$494K +$100K +17,561 +24%
Northern Trust
12
Northern Trust
Illinois
$449K +$17.3K +3,026 +4%
Citadel Advisors
13
Citadel Advisors
Florida
$392K +$1.93K +338 +0.5%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$271K -$36.1K -6,317 -11%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$238K -$39.3K -6,890 -14%
Goldman Sachs
16
Goldman Sachs
New York
$199K -$62.6K -10,961 -23%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$199K
OSAM
18
O'Shaughnessy Asset Management
Connecticut
$184K -$81.8K -14,323 -30%
Millennium Management
19
Millennium Management
New York
$147K -$35.6K -6,236 -19%
Squarepoint
20
Squarepoint
New York
$142K +$31.8K +5,567 +27%
Charles Schwab
21
Charles Schwab
California
$138K +$457 +80 +0.3%
RWM
22
Ritholtz Wealth Management
New York
$127K -$33.2K -5,812 -20%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$92K -$137K -24,037 -59%
GCP
24
GSA Capital Partners
United Kingdom
$86K
Barclays
25
Barclays
United Kingdom
$76.9K +$7.32K +1,282 +10%

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.