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Cardlytics

58 hedge funds and large institutions have $18.1M invested in Cardlytics in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

355% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $265K

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.91% less ownership

Funds ownership: 4.04%3.13% (-0.91%)

17% less funds holding

Funds holding: 7058 (-12)

28% less capital invested

Capital invested by funds: $25.1M → $18.1M (-$7M)

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

53% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 19

Holders
58
Holders Change
-12
Holders Change %
-17.14%
% of All Funds
0.71%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
9
Reduced
19
Closed
21
Calls
$1.21M
Puts
$265K
Net Calls
+$941K
Net Calls Change
-$54K
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$55.8K -$571K -58,552 -92%
Barclays
27
Barclays
United Kingdom
$51.3K -$6.93K -710 -13%
XT
28
XTX Topco
Cayman Islands
$38.4K +$23.8K +2,437 +200%
Bank of America
29
Bank of America
North Carolina
$37.2K -$1.39M -142,458 -98%
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$34K +$31.7K +3,253 New
TSS
31
Two Sigma Securities
New York
$33.2K -$4.81K -493 -13%
Osaic Holdings
32
Osaic Holdings
Arizona
$29.9K -$2.47K -253 -8%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$27K +$25.1K +2,575 New
Corient Private Wealth
34
Corient Private Wealth
Florida
$21K -$1.46K -150 -7%
PRTG
35
Post Resch Tallon Group
New York
$20K
Creative Planning
36
Creative Planning
Kansas
$19.4K
BW
37
BIP Wealth
Georgia
$19.1K +$17.8K +1,821 New
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$16.7K -$119K -12,195 -88%
VGA
39
Vanguard Global Advisers
Pennsylvania
$16.1K +$14.9K +1,532 New
SFS
40
Summit Financial Strategies
Ohio
$14.7K
Fidelity Investments
41
Fidelity Investments
Massachusetts
$14K +$3.3K +338 +34%
WSWA
42
Warren Street Wealth Advisors
California
$13.6K
VPIM
43
Vanguard Personalized Indexing Management
California
$12.9K +$12K +1,232 New
Group One Trading
44
Group One Trading
Illinois
$6.19K -$41.4K -4,243 -88%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$2.36K
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$2K +$1.82K +187 +425%
US Bancorp
47
US Bancorp
Minnesota
$1.67K -$1.07K -110 -41%
Wells Fargo
48
Wells Fargo
California
$1.36K
EWA
49
EverSource Wealth Advisors
Alabama
$1.27K
Morgan Stanley
50
Morgan Stanley
New York
$657 -$3.02K -310 -83%