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219 hedge funds and large institutions have $1.5B invested in Nelnet in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 58 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,962% more call options, than puts

Call options by funds: $658K | Put options by funds: $13K

47% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 58

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

0.24% more ownership

Funds ownership: 45.9%46.14% (+0.24%)

0% less funds holding

Funds holding: 220219 (-1)

3% less capital invested

Capital invested by funds: $1.55B → $1.5B (-$43.1M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
219
Holders Change
-1
Holders Change %
-0.45%
% of All Funds
2.7%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
33
Increased
85
Reduced
58
Closed
29
Calls
$658K
Puts
$13K
Net Calls
+$645K
Net Calls Change
+$645K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$238M -$166K -1,263 -0.1%
MG
2
Magnolia Group
Nebraska
$215M
FMII
3
Farmers & Merchants Investments Inc
Nebraska
$153M
BlackRock
4
BlackRock
New York
$126M +$6.96M +52,958 +6%
VPM
5
Vanguard Portfolio Management
Pennsylvania
$87.6M +$89.3M +679,395 New
VCM
6
Vanguard Capital Management
Pennsylvania
$74.5M +$75.9M +577,940 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$44.7M +$4.19M +31,865 +10%
American Century Companies
8
American Century Companies
Missouri
$43.3M +$9.38M +71,427 +27%
State Street
9
State Street
Massachusetts
$40.6M +$2.2M +16,714 +6%
GAI
10
General American Investors
New York
$30.2M -$1.23M -9,389 -4%
QF
11
QVT Financial
New York
$29.8M +$230K +1,749 +0.8%
ECP
12
Empyrean Capital Partners
California
$29.8M
BFA
13
Bragg Financial Advisors
North Carolina
$29.2M +$1.86M +14,164 +7%
Northern Trust
14
Northern Trust
Illinois
$22.4M +$1.66M +12,617 +8%
Charles Schwab
15
Charles Schwab
California
$20.9M +$961K +7,317 +5%
JP Morgan Chase
16
JP Morgan Chase
New York
$17.3M -$6.25M -47,588 -26%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$14M +$4.2M +31,936 +42%
BHWM
18
Bar Harbor Wealth Management
New Hampshire
$14M -$199K -1,515 -1%
SA
19
Sycale Advisors
New York
$13M -$6.83M -51,962 -34%
VFT
20
Vanguard Fiduciary Trust
Pennsylvania
$11.4M +$11.6M +88,487 New
UBS Group
21
UBS Group
Switzerland
$10.6M -$6.55M -49,875 -38%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$10.5M +$823K +6,266 +8%
Morgan Stanley
23
Morgan Stanley
New York
$9.95M +$1.37M +10,390 +16%
Jane Street
24
Jane Street
New York
$8.97M -$20.4K -155 -0.2%
AQR Capital Management
25
AQR Capital Management
Connecticut
$8.69M +$5.64M +42,943 +176%