Wisconsin

Hedge Funds Deliver for Wisconsin Retirees, Students, and Nonprofits

Across the Badger State, hedge funds deliver for retirement security, college education, and the important work done by nonprofits and charities through $15.3 Billion in investments. Institutional investors – like pensions, university endowments, and nonprofits – use hedge funds to meet financial obligations, diversify their investment portfolios, and manage risk.

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Total hedge fund investments:

$15.3 BILLION

Deliver for pensions:

$4.9 BILLION

Deliver for colleges:

$374 MILLION

Deliver for nonprofits:

$10 BILLION

Private credit to business

$5.2 BILLION

Retirement Plans

Deliver for pensions:

$4.9 BILLION

AT LEAST 28

retirement plans invest in hedge funds including:
Employees' Retirement System of the City of Milwaukee

$570 MILLION for

29,097 plan participants

Integrys Energy Group Master Retirement Trust

$167 MILLION for

4,575 plan participants

Rockwell Automation Pension Plan

$167 MILLION for

20,956 plan participants

Colleges & Universities

Deliver for colleges:

$374 MILLION

AT LEAST 9

colleges and universities invest in hedge funds including:
Marquette University Endowment

$308 MILLION for

7,652 students

Lawrence University Endowment

$66 MILLION for

1,410 students

Foundations & Nonprofits

Deliver for nonprofits:

$10 BILLION

AT LEAST 24

foundations and nonprofits invest in hedge funds including:
Wisconsin Alumni Research Foundation

$979 MILLION

Advancing Healthier Wisconsin Endowment

$238 MILLION

Kern Family Foundation

$183 MILLION

WI-State-Sheet-MFA-2025.04.23 document preview

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Unless otherwise noted, all hedge fund investment data is sourced and licensed from Preqin's alternative asset database as of March 2025 or publicly available, federal datasets. Sources for additional information included on this website are noted where the data appears.

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