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NXG

NXG NextGen Infrastructure Income Fund

38 hedge funds and large institutions have $52.1M invested in NXG NextGen Infrastructure Income Fund in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

9% more funds holding

Funds holding: 3538 (+3)

9.65% less ownership

Funds ownership: 37.69%28.05% (-9.6%)

23% less capital invested

Capital invested by funds: $67.6M → $52.1M (-$15.5M)

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$14.8M -$13.2M -266,704 -48%
Morgan Stanley
2
Morgan Stanley
New York
$8.51M +$62.5K +1,262 +0.8%
Comerica Bank
3
Comerica Bank
Texas
$4.48M -$892 -18 -0%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.48M +$254K +5,130 +8%
GC
5
Guggenheim Capital
Illinois
$2.92M +$134K +2,698 +5%
CA
6
CoreCap Advisors
Michigan
$2.32M +$66.1K +1,335 +3%
Raymond James Financial
7
Raymond James Financial
Florida
$1.83M +$361K +7,291 +25%
JWCA
8
J.W. Cole Advisors
Florida
$1.7M -$171K -3,459 -9%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.54M -$248 -5 -0%
Stifel Financial
10
Stifel Financial
Missouri
$1.49M -$341K -6,882 -19%
LPL Financial
11
LPL Financial
California
$995K +$37.6K +759 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$867K +$69.7K +1,408 +9%
LCM
13
Landscape Capital Management
New Jersey
$744K -$995K -20,078 -58%
Invesco
14
Invesco
Georgia
$684K +$264K +5,339 +65%
UBS Group
15
UBS Group
Switzerland
$672K +$38.5K +778 +6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$653K -$3.71K -75 -0.6%
Osaic Holdings
17
Osaic Holdings
Arizona
$608K -$111K -2,241 -16%
VFA
18
Valeo Financial Advisors
Indiana
$432K
PAG
19
Private Advisor Group
New Jersey
$414K +$8.12K +164 +2%
SWA
20
Stratos Wealth Advisors
Ohio
$379K +$9.91K +200 +3%
OC
21
Oppenheimer & Co
New York
$351K -$55.8K -1,126 -14%
AFG
22
Atomi Financial Group
New York
$332K +$326K +6,582 New
AA
23
Advisory Advocates
Michigan
$318K +$312K +6,300 New
PI
24
PFG Investments
New York
$316K +$310K +6,262 New
IWC
25
Integrated Wealth Concepts
Massachusetts
$309K +$303K +6,120 New

NXG Hedge Fund Activity: Q4 2025 in Review

38 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in NXG NextGen Infrastructure Income Fund (NXG) for Q4 2025, worth a combined $52.1M — down 23% from $67.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NXG positions and 6 closed out — a net gain of 3 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $361K. The largest seller was Sit Investment Associates, cutting an estimated $13.2M.

  • 38 institutional investors held NXG NextGen Infrastructure Income Fund (NXG) as of Q4 2025, up from 35 in Q3 2025.
  • Funds reported $52.1M of NXG NextGen Infrastructure Income Fund stock for Q4 2025, down 23% quarter-over-quarter.
  • 9 funds opened new NXG NextGen Infrastructure Income Fund positions in Q4 2025 and 6 closed out, a net change of +3 holders.
  • The largest NXG NextGen Infrastructure Income Fund buyer in Q4 2025 was Raymond James Financial, an estimated $361K added.
  • The largest NXG NextGen Infrastructure Income Fund seller in Q4 2025 was Sit Investment Associates, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2025.