151 hedge funds and large institutions have $1.15B invested in Nelnet in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-13
Holders Change %
-7.93%
% of All Funds
2.42%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
14
Increased
55
Reduced
51
Closed
27
Calls
$2.59M
Puts
$1.37M
Net Calls
+$1.22M
Net Calls Change
+$112K
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
126
WealthPlan Investment Management
Nebraska
$12.4K +$12.4K +135 New
OAJ
127
Ogorek Anthony Joseph
New York
$12K
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$11K +$90 +1 +0.8%
S
129
SignatureFD
Georgia
$9.65K +$7.54K +82 +357%
SWA
130
Sutton Wealth Advisors
Florida
$9.19K
Simplex Trading
131
Simplex Trading
Illinois
$9K
WP
132
WealthPLAN Partners
Nebraska
$7.54K +$7.54K +82 New
HGERS
133
Householder Group Estate & Retirement Specialist
Arizona
$6K +$90 +1 +2%
PWMG
134
Prestige Wealth Management Group
New Jersey
$3.86K
QCG
135
Quadrant Capital Group
Ohio
$3.13K +$276 +3 +10%
SC
136
Schubert & Co
Texas
$2.67K +$92 +1 +4%
JWA
137
JFS Wealth Advisors
Pennsylvania
$2.67K +$551 +6 +26%
MPWT
138
MassMutual Private Wealth & Trust
Connecticut
$2.39K +$276 +3 +13%
SFG
139
Steward Financial Group
Texas
$2K +$1.1K +16 +123%
GWS
140
Glassman Wealth Services
Virginia
$1.47K
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$1.38K
BIA
142
Bell Investment Advisors
California
$1.1K
EWA
143
EverSource Wealth Advisors
Alabama
$919
VCM
144
Versant Capital Management
Arizona
$919
SIC
145
SJS Investment Consulting
Ohio
$919 +$92 +1 +11%
DI
146
Disciplined Investments
Oklahoma
$643 -$92 -1 -13%
Federated Hermes
147
Federated Hermes
Pennsylvania
$551 -$367 -4 -40%
AF
148
Advisornet Financial
Minnesota
$551 -$184 -2 -25%
BAAM
149
Baker Avenue Asset Management
California
$368
TWP
150
TFO Wealth Partners
Ohio
$92 -$552 -6 -86%