200 hedge funds and large institutions have $1.49B invested in Nelnet in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

2% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 63

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $853K

Holders
200
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$853K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
176
JFS Wealth Advisors
Pennsylvania
$3.01K
LFG
177
Larson Financial Group
Missouri
$3.01K
DWM
178
Dogwood Wealth Management
Kansas
$3.01K
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$3.01K
S
180
SignatureFD
Georgia
$2.88K
RIL
181
Rothschild Investment LLC
Illinois
$2.63K
SS
182
SBI Securities
Japan
$2.51K
PFBT
183
Parkside Financial Bank & Trust
Missouri
$2.38K
QL
184
Quarry LP
New York
$1.63K
SIC
185
SJS Investment Consulting
Ohio
$1.51K
BIA
186
Bell Investment Advisors
California
$1.5K
FFO
187
Fortitude Family Office
Arizona
$1.25K
WANY
188
Wealthspire Advisors (New York)
New York
$1.13K
TWD
189
True Wealth Design
Ohio
$878
DPW
190
DiNuzzo Private Wealth
Pennsylvania
$772
ASN
191
Advisory Services Network
Georgia
$627
RA
192
Rise Advisors
New York
$502
AG
193
AmeriFlex Group
Nevada
$502
RWM
194
Rialto Wealth Management
New York
$377
HIA
195
HFM Investment Advisors
New Jersey
$376
BHWM
196
Bay Harbor Wealth Management
Maryland
$376
TIM
197
Tortoise Investment Management
New York
$251
TFM
198
TFC Financial Management
Massachusetts
$126
HI
199
Harbour Investments
Wisconsin
$125
MIOT
200
Massachusetts Institute of Technology
Massachusetts