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220 hedge funds and large institutions have $1.55B invested in Nelnet in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 65 increasing their positions, 73 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 20

8% more funds holding

Funds holding: 204220 (+16)

4% more capital invested

Capital invested by funds: $1.49B → $1.55B (+$54.5M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.69% less ownership

Funds ownership: 46.59%45.9% (-0.69%)

11% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 73

Holders
220
Holders Change
+16
Holders Change %
+7.84%
% of All Funds
2.68%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
38
Increased
65
Reduced
73
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
176
Osaic Holdings
Arizona
$20.7K -$29K -222 -59%
OAJ
177
Ogorek Anthony Joseph
New York
$18K
RFP
178
Root Financial Partners
California
$15.4K +$1.83K +14 +14%
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$14.5K +$11.1K +85 +354%
CPG
180
Cornerstone Planning Group
New Jersey
$14.2K
DB
181
Danske Bank
Denmark
$13.3K +$13.1K +100 New
KAS
182
Kemnay Advisory Services
New York
$13.2K +$13K +99 New
IA
183
IFP Advisors
Florida
$11.8K +$8.63K +66 +287%
TM
184
Torren Management
California
$11.5K +$11.4K +87 New
S
185
SignatureFD
Georgia
$9.57K +$6.41K +49 +213%
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$9.17K -$4.32K -33 -32%
PWPS
187
Pinnacle Wealth Planning Services
Ohio
$9.04K +$8.9K +68 New
C
188
Covestor
United Kingdom
$9K
BNP Paribas Asset Management
189
BNP Paribas Asset Management
France
$9K +$1.96K +15 +30%
PWMG
190
Prestige Wealth Management Group
New Jersey
$5.58K
JWA
191
JFS Wealth Advisors
Pennsylvania
$4.39K +$1.18K +9 +38%
RIL
192
Rothschild Investment LLC
Illinois
$4.25K +$1.44K +11 +52%
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$4.12K -$393 -3 -9%
MCM
194
MAI Capital Management
Ohio
$3.93K +$262 +2 +7%
MPWT
195
MassMutual Private Wealth & Trust
Connecticut
$3.46K
PWMG
196
Private Wealth Management Group
New Jersey
$3.19K
SAG
197
SageView Advisory Group
California
$3.19K +$3.14K +24 New
Optiver Holding
198
Optiver Holding
Netherlands
$3.19K -$8.63K -66 -73%
DWM
199
Dogwood Wealth Management
Kansas
$3.19K
LFG
200
Larson Financial Group
Missouri
$3.19K