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National Research Corp

125 hedge funds and large institutions have $196M invested in National Research Corp in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+2
Holders Change %
+1.63%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
43
Reduced
43
Closed
19
Calls
$31K
Puts
$1K
Net Calls
+$30K
Net Calls Change
+$21K
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
101
First Horizon Advisors
Tennessee
$7.48K +$1.78K +106 +31%
AF
102
Allworth Financial
California
$6.89K +$6.74K +401 +4,456%
BA
103
Bellwether Advisors
Nebraska
$5.88K
GI
104
GAMMA Investing
California
$5.51K -$14.4K -860 -72%
HCA
105
Harbor Capital Advisors
Illinois
$4K -$579 -34 -13%
FFA
106
Farther Finance Advisors
California
$3.88K +$3.51K +209 +950%
AW
107
Avion Wealth
Texas
$3K +$885 +67 +42%
MAFA
108
MJT & Associates Financial Advisory
Minnesota
$2.99K
TWD
109
True Wealth Design
Ohio
$2.5K -$1.53K -91 -38%
MCM
110
MAI Capital Management
Ohio
$2.2K +$2.2K +131 New
PWA
111
Physician Wealth Advisors
Utah
$1.82K -$218 -13 -11%
FMII
112
Farmers & Merchants Investments Inc
Nebraska
$1.68K
PS
113
Principal Securities
Iowa
$1.53K -$571 -34 -27%
Osaic Holdings
114
Osaic Holdings
Arizona
$1.52K -$4.41K -250 -74%
WWM
115
Wolff Wiese Magana
California
$1.33K
BIA
116
Bell Investment Advisors
California
$790 +$790 +47 New
Barrow, Hanley, Mewhinney & Strauss
117
Barrow, Hanley, Mewhinney & Strauss
Texas
$672 +$672 +40 New
FFO
118
Fortitude Family Office
Arizona
$622 +$622 +37 New
SCM
119
Sterling Capital Management
North Carolina
$588 +$319 +19 +119%
CA
120
Clearstead Advisors
Ohio
$588 +$588 +35 New
RWM
121
Rialto Wealth Management
New York
$588 +$588 +35 New
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$521 +$521 +31 New
PWM
123
Parkworth Wealth Management
California
$269 +$269 +16 New
RIL
124
Rothschild Investment LLC
Illinois
$168 -$504 -30 -75%
TC
125
TownSquare Capital
Utah
-$595K -46,464 Closed