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NI Holdings
NODK

Overview Fund Activity

63 hedge funds and large institutions have $64M invested in NI Holdings in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
23
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MI
M3F Inc
Utah
+$686K
2
CSC
Caldwell Sutter Capital
California
+$371K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$356K
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$314K
5
TG
TCW Group
California
+$225K

Top Sellers

1
OCM
Orchard Capital Management
Illinois
-$1.48M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$663K
3
AC
AWH Capital
Texas
-$571K
4
BlackRock
BlackRock
New York
-$288K
5
Goldman Sachs
Goldman Sachs
New York
-$254K
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$3.19K – – –
MPWT
52
MassMutual Private Wealth & Trust
Connecticut
$2.91K +$2.91K +228 New
SCM
53
Sterling Capital Management
North Carolina
$2.8K +$1.02K +80 +57%
PWA
54
Physician Wealth Advisors
Utah
$1.75K +$1.75K +137 New
Osaic Holdings
55
Osaic Holdings
Arizona
$1.1K -$201K -13,627 -99%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$484 +$395 +31 +443%
AF
57
Allworth Financial
California
$217 +$217 +17 New
IA
58
IFP Advisors
Florida
$192 +$192 +15 New
EWA
59
EverSource Wealth Advisors
Alabama
$178 -$38 -3 -18%
TWD
60
True Wealth Design
Ohio
$26 -$13 -1 -33%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
– -$663K -46,487 Closed
AC
62
AWH Capital
Texas
– -$571K -40,016 Closed
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
– -$158K -11,114 Closed
SOW
64
State of Wyoming
Wyoming
– -$75.4K -5,284 Closed
CF
65
Corebridge Financial
Texas
– -$54.5K -3,822 Closed
GI
66
GAMMA Investing
California
– -$984 -69 Closed
CCM
67
Coldstream Capital Management
Washington
– -$58 -4 Closed
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