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219 hedge funds and large institutions have $1.5B invested in Nelnet in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 58 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,962% more call options, than puts

Call options by funds: $658K | Put options by funds: $13K

47% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 58

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

0.24% more ownership

Funds ownership: 45.9%46.14% (+0.24%)

0% less funds holding

Funds holding: 220219 (-1)

3% less capital invested

Capital invested by funds: $1.55B → $1.5B (-$43.1M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
219
Holders Change
-1
Holders Change %
-0.45%
% of All Funds
2.7%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
33
Increased
85
Reduced
58
Closed
29
Calls
$658K
Puts
$13K
Net Calls
+$645K
Net Calls Change
+$645K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$615K +$377K +2,867 +151%
QCM
102
QRG Capital Management
Illinois
$610K -$308K -2,345 -33%
Teacher Retirement System of Texas
103
Teacher Retirement System of Texas
Texas
$599K -$302K -2,296 -33%
AIM
104
Avity Investment Management
Connecticut
$594K -$26.3K -200 -4%
PCP
105
Proficio Capital Partners
Massachusetts
$573K
RCM
106
RMR Capital Management
California
$564K -$31.5K -240 -5%
IIM
107
INTECH Investment Management
Florida
$555K -$396K -3,011 -41%
XT
108
XTX Topco
Cayman Islands
$546K +$556K +4,231 New
Capstone Investment Advisors
109
Capstone Investment Advisors
New York
$519K +$529K +4,028 New
SPS
110
Susquehanna Portfolio Strategies
Pennsylvania
$514K -$92K -700 -15%
II
111
Inspire Investing
Idaho
$514K +$60.2K +458 +13%
ASRS
112
Arizona State Retirement System
Arizona
$493K -$11.2K -85 -2%
Russell Investments Group
113
Russell Investments Group
United Kingdom
$483K +$657 +5 +0.1%
State of Wisconsin Investment Board
114
State of Wisconsin Investment Board
Wisconsin
$464K -$119K -909 -20%
CW
115
CreativeOne Wealth
Kansas
$460K -$70.3K -535 -13%
AC
116
AXQ Capital
New Jersey
$453K +$117K +894 +34%
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$439K -$21.5K -164 -5%
VIA
118
Vanguard Investments Australia
Australia
$417K +$424K +3,230 New
PFSRSONJ
119
Police & Firemen's Retirement System of New Jersey
New Jersey
$406K +$39.4K +300 +11%
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$363K +$370K +2,817 New
Cerity Partners
121
Cerity Partners
New York
$355K +$361K +2,749 New
Ameriprise
122
Ameriprise
Minnesota
$343K -$6.7K -51 -2%
MCCP
123
Mission Creek Capital Partners
California
$341K +$116K +881 +50%
ZIM
124
Zacks Investment Management
Illinois
$330K +$337K +2,562 New
SCM
125
Sterling Capital Management
North Carolina
$323K +$245K +1,863 +289%