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National Research Corp

123 hedge funds and large institutions have $147M invested in National Research Corp in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-10
Holders Change %
-7.52%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
35
Reduced
52
Closed
22
Calls
$9K
Puts
Net Calls
+$9K
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BA
101
Bellwether Advisors
Nebraska
$4.48K
W
102
WealthCollab
Washington
$4.37K -$781 -61 -15%
FHA
103
First Horizon Advisors
Tennessee
$4.34K +$38 +3 +0.9%
Osaic Holdings
104
Osaic Holdings
Arizona
$4.3K -$3.35K -262 -44%
MPWT
105
MassMutual Private Wealth & Trust
Connecticut
$3.56K -$512 -40 -13%
TWD
106
True Wealth Design
Ohio
$3.07K +$1.6K +125 +109%
HCA
107
Harbor Capital Advisors
Illinois
$3K +$11 +1 +0.4%
MAFA
108
MJT & Associates Financial Advisory
Minnesota
$2.28K +$2.28K +178 New
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$2.28K -$17.3K -1,350 -88%
PS
110
Principal Securities
Iowa
$2.21K
AW
111
Avion Wealth
Texas
$2K
PWA
112
Physician Wealth Advisors
Utah
$1.55K +$1.55K +121 New
FMII
113
Farmers & Merchants Investments Inc
Nebraska
$1.28K
WWM
114
Wolff Wiese Magana
California
$1.01K
C
115
Covestor
United Kingdom
$1K +$405 +17 +68%
Simplex Trading
116
Simplex Trading
Illinois
$1K +$1K +98 New
RIL
117
Rothschild Investment LLC
Illinois
$512 +$384 +30 +300%
SC
118
SouthState Corp
Florida
$448 +$448 +35 New
FFA
119
Farther Finance Advisors
California
$282
EWA
120
EverSource Wealth Advisors
Alabama
$218 +$115 +9 +113%
SCM
121
Sterling Capital Management
North Carolina
$205
AF
122
Allworth Financial
California
$97 -$3.73K -346 -97%
PD
123
Point72 (DIFC)
United Arab Emirates
$90 +$90 +7 New
AG
124
Algert Global
California
-$1.4M -79,218 Closed
UBS AM
125
UBS AM
Illinois
-$680K -38,565 Closed