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164 hedge funds and large institutions have $1.28B invested in Nelnet in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

19% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 48

3% more funds holding

Funds holding: 159164 (+5)

0.46% more ownership

Funds ownership: 46.21%46.67% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

5% less capital invested

Capital invested by funds: $1.34B → $1.28B (-$61.9M)

73% less call options, than puts

Call options by funds: $32K | Put options by funds: $117K

Holders
164
Holders Change
+5
Holders Change %
+3.14%
% of All Funds
2.16%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
24
Increased
57
Reduced
48
Closed
19
Calls
$32K
Puts
$117K
Net Calls
-$85K
Net Calls Change
-$85K
Name Holding Trade Value Shares
Change
Change in
Stake
PS
126
Principal Securities
Iowa
$24.9K +$2.54K +23 +11%
Osaic Holdings
127
Osaic Holdings
Arizona
$24.1K -$6.19K -56 -20%
OP
128
ORG Partners
Indiana
$22.8K +$111 +1 +0.5%
US Bancorp
129
US Bancorp
Minnesota
$20.1K +$1.55K +14 +8%
BTI
130
Blue Trust Inc
Georgia
$19K +$16.5K +149 +514%
PA
131
Parallel Advisors
California
$17.8K
HI
132
Harbour Investments
Wisconsin
$17.4K
OAJ
133
Ogorek Anthony Joseph
New York
$14K +$111 +1 +0.7%
SAM
134
Smartleaf Asset Management
Massachusetts
$13.9K +$442 +4 +3%
HWM
135
Hemington Wealth Management
Virginia
$13K +$1.33K +12 +10%
EWA
136
EverSource Wealth Advisors
Alabama
$12.7K +$5.2K +47 +65%
CPG
137
Cornerstone Planning Group
New Jersey
$11.3K
VCM
138
Versant Capital Management
Arizona
$9.4K +$8.62K +78 +780%
LC
139
Lindbrook Capital
California
$8.54K
Russell Investments Group
140
Russell Investments Group
United Kingdom
$7.28K +$1.88K +17 +33%
MPWT
141
MassMutual Private Wealth & Trust
Connecticut
$6.2K
PWMG
142
Prestige Wealth Management Group
New Jersey
$4.49K
BIG
143
Brooklyn Investment Group
New York
$3.85K +$3.98K +36 New
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$3.31K
QCG
145
Quadrant Capital Group
Ohio
$3.13K
PWMG
146
Private Wealth Management Group
New Jersey
$2.88K +$2.32K +21 +350%
Comerica Bank
147
Comerica Bank
Texas
$2.78K -$1.55K -14 -35%
JWA
148
JFS Wealth Advisors
Pennsylvania
$2.56K
S
149
SignatureFD
Georgia
$2.46K
SS
150
SBI Securities
Japan
$2.14K +$2.21K +20 New

NNI Hedge Fund Activity: Q4 2024 in Review

164 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nelnet (NNI) for Q4 2024, worth a combined $1.28B — down 4.6% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NNI positions and 19 closed out — a net gain of 5 holders — while 57 added to existing stakes and 48 trimmed.

The largest buyer was Vanguard Group, adding an estimated $11M. The largest seller was Dimensional Fund Advisors, cutting an estimated $3.89M.

  • 164 institutional investors held Nelnet (NNI) as of Q4 2024, up from 159 in Q3 2024.
  • Funds reported $1.28B of Nelnet stock for Q4 2024, down 4.6% quarter-over-quarter.
  • 24 funds opened new Nelnet positions in Q4 2024 and 19 closed out, a net change of +5 holders.
  • The largest Nelnet buyer in Q4 2024 was Vanguard Group, an estimated $11M added.
  • The largest Nelnet seller in Q4 2024 was Dimensional Fund Advisors, an estimated $3.89M sold.

Based on aggregated 13F filings for Q4 2024.