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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
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$246M -$4.94M -37,739 -2%
MG
2
Magnolia Group
Nebraska
$222M
Vanguard Group
3
Vanguard Group
Pennsylvania
$175M -$29.9M -228,503 -15%
FMII
4
Farmers & Merchants Investments Inc
Nebraska
$157M +$132K +1,009 +0.1%
BlackRock
5
BlackRock
New York
$123M -$9.76M -74,598 -7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$41.9M -$2.96M -22,592 -7%
State Street
7
State Street
Massachusetts
$39.7M -$3.32M -25,395 -8%
American Century Companies
8
American Century Companies
Missouri
$35.1M +$10.5M +79,959 +43%
GAI
9
General American Investors
New York
$32.4M
ECP
10
Empyrean Capital Partners
California
$30.7M
QF
11
QVT Financial
New York
$30.5M
BFA
12
Bragg Financial Advisors
North Carolina
$28.3M +$866K +6,620 +3%
JP Morgan Chase
13
JP Morgan Chase
New York
$24.1M -$459K -3,506 -2%
Northern Trust
14
Northern Trust
Illinois
$21.4M -$2.87M -21,971 -12%
Charles Schwab
15
Charles Schwab
California
$20.6M -$1.66M -12,723 -8%
SA
16
Sycale Advisors
New York
$20.3M +$665K +5,080 +3%
UBS Group
17
UBS Group
Switzerland
$17.6M -$7.77M -59,418 -31%
BHWM
18
Bar Harbor Wealth Management
New Hampshire
$14.7M -$48.5K -371 -0.3%
BP
19
Bandera Partners
New York
$13.6M
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$10.2M -$3.02M -23,103 -23%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$9.99M -$2.02M -15,404 -17%
Jane Street
22
Jane Street
New York
$9.27M +$4.88M +37,300 +115%
Morgan Stanley
23
Morgan Stanley
New York
$8.88M -$1.39M -10,637 -14%
LKIM
24
Lawson Kroeker Investment Management
Nebraska
$8.79M -$4.55M -34,776 -34%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$8.78M +$319K +2,439 +4%