203 hedge funds and large institutions have $1.49B invested in Nelnet in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 63 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: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.07% less ownership

Funds ownership: 46.66%46.59% (-0.07%)

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
203
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
CA
176
Clearstead Advisors
Ohio
$3.13K
MCM
177
Manchester Capital Management
Vermont
$3.01K
PWMG
178
Private Wealth Management Group
New Jersey
$3.01K
JWA
179
JFS Wealth Advisors
Pennsylvania
$3.01K
DWM
180
Dogwood Wealth Management
Kansas
$3.01K
LFG
181
Larson Financial Group
Missouri
$3.01K
Rockefeller Capital Management
182
Rockefeller Capital Management
New York
$3.01K
S
183
SignatureFD
Georgia
$2.88K
RIL
184
Rothschild Investment LLC
Illinois
$2.63K
SS
185
SBI Securities
Japan
$2.51K
PFBT
186
Parkside Financial Bank & Trust
Missouri
$2.38K
QL
187
Quarry LP
New York
$1.63K
SIC
188
SJS Investment Consulting
Ohio
$1.51K
BIA
189
Bell Investment Advisors
California
$1.5K
FFO
190
Fortitude Family Office
Arizona
$1.25K
WANY
191
Wealthspire Advisors (New York)
New York
$1.13K
TWD
192
True Wealth Design
Ohio
$878
DPW
193
DiNuzzo Private Wealth
Pennsylvania
$772
ASN
194
Advisory Services Network
Georgia
$627
RA
195
Rise Advisors
New York
$502
AG
196
AmeriFlex Group
Nevada
$502
RWM
197
Rialto Wealth Management
New York
$377
HIA
198
HFM Investment Advisors
New Jersey
$376
BHWM
199
Bay Harbor Wealth Management
Maryland
$376
TIM
200
Tortoise Investment Management
New York
$251