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NI Holdings

74 hedge funds and large institutions have $65.2M invested in NI Holdings in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

3% more funds holding

Funds holding: 7274 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.32% less ownership

Funds ownership: 24.96%24.64% (-0.32%)

5% less capital invested

Capital invested by funds: $68.4M → $65.2M (-$3.18M)

12% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 25

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
22
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$4.1K +$2.15K +162 +104%
UBS AM
52
UBS AM
Illinois
$3.25K +$1.41K +106 +73%
NA
53
NewEdge Advisors
Louisiana
$3.22K
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$3.07K +$2.28K +172 +261%
MPWT
55
MassMutual Private Wealth & Trust
Connecticut
$2.94K
SCM
56
Sterling Capital Management
North Carolina
$2.93K -$2.23K -168 -43%
CPG
57
Cornerstone Planning Group
New Jersey
$1.09K -$3.02K -228 -73%
Optiver Holding
58
Optiver Holding
Netherlands
$1K -$106 -8 -9%
EP
59
Essential Partners
California
$941 -$331 -25 -26%
EWA
60
EverSource Wealth Advisors
Alabama
$439 -$53 -4 -11%
GI
61
GAMMA Investing
California
$412 +$424 +32 New
AF
62
Allworth Financial
California
$310 +$93 +7 +41%
IA
63
IFP Advisors
Florida
$296
Osaic Holdings
64
Osaic Holdings
Arizona
$258 -$22.6K -1,707 -99%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$245
Nisa Investment Advisors
66
Nisa Investment Advisors
Missouri
$232 -$4.16K -314 -95%
AAP
67
Arax Advisory Partners
Colorado
$168 +$172 +13 New
TWD
68
True Wealth Design
Ohio
$65
MCM
69
MAI Capital Management
Ohio
$65 +$40 +3 +150%
RIL
70
Rothschild Investment LLC
Illinois
$39 +$13 +1 +50%
BWA
71
Basecamp Wealth Advisors
Washington
$26 +$27 +2 New
RFP
72
Root Financial Partners
California
$26 +$27 +2 New
Citadel Advisors
73
Citadel Advisors
Florida
-$395K -29,688 Closed
Bank of America
74
Bank of America
North Carolina
-$79.9K -6,011 Closed
AB
75
Amalgamated Bank
New York
-$3K -215 Closed