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Cardlytics

89 hedge funds and large institutions have $40.4M invested in Cardlytics in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

1.04% less ownership

Funds ownership: 5.71%4.68% (-1%)

10% less call options, than puts

Call options by funds: $634K | Put options by funds: $706K

18% less funds holding

Funds holding: 10889 (-19)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less capital invested

Capital invested by funds: $54.2M → $40.4M (-$13.8M)

51% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 37

Holders
89
Holders Change
-19
Holders Change %
-17.59%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
26
Reduced
27
Closed
37
Calls
$634K
Puts
$706K
Net Calls
-$72K
Net Calls Change
+$197K
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
51
Point72 Asia (Singapore)
Singapore
$48.3K +$50.7K +2,934 +73,350%
YIH
52
Y-Intercept (HK)
Hong Kong
$42.4K +$44.5K +2,579 New
SHGA
53
Sand Hill Global Advisors
California
$35.3K +$37.1K +2,146 New
GRP
54
Global Retirement Partners
California
$34.2K +$35.9K +2,080 New
PRTG
55
Post Resch Tallon Group
New York
$32.9K +$17.3K +1,000 +100%
JF
56
Jump Financial
Illinois
$32.4K -$4.8K -278 -12%
CFM
57
Catalyst Funds Management
Australia
$32.2K +$33.8K +1,960 New
Creative Planning
58
Creative Planning
Kansas
$30.5K
SFS
59
Summit Financial Strategies
Ohio
$23K
Barclays
60
Barclays
United Kingdom
$22.9K -$68.2K -3,952 -74%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$21.4K +$7.79K +451 +53%
WSWA
62
Warren Street Wealth Advisors
California
$21.3K
Hudson Bay Capital Management
63
Hudson Bay Capital Management
Connecticut
$20.5K +$21.6K +1,248 New
GSC
64
Ground Swell Capital
South Carolina
$19.9K +$20.9K +1,211 New
DS
65
DRW Securities
Illinois
$19K +$20K +1,158 New
Corient Private Wealth
66
Corient Private Wealth
Florida
$16.4K +$17.3K +1,000 New
DWM
67
Destination Wealth Management
California
$16.4K +$17.3K +1,000 New
Federated Hermes
68
Federated Hermes
Pennsylvania
$12.8K +$5.46K +316 +68%
Citigroup
69
Citigroup
New York
$11.4K -$472K -27,323 -98%
TRCT
70
Tower Research Capital (TRC)
New York
$10.8K +$2.94K +170 +35%
US Bancorp
71
US Bancorp
Minnesota
$5.6K +$1.23K +71 +26%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$3.04K +$2.54K +147 +387%
Wells Fargo
73
Wells Fargo
California
$2.74K -$35K -2,027 -92%
Osaic Holdings
74
Osaic Holdings
Arizona
$1.53K -$1.45K -84 -47%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$1.15K -$73K -4,230 -98%

CDLX Hedge Fund Activity: Q2 2025 in Review

89 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Cardlytics (CDLX) for Q2 2025, worth a combined $40.4M — down 25% from $54.2M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of CDLX and 18 opened new positions — a net loss of 19 holders — while 27 trimmed existing stakes and 26 added.

The largest buyer was GSA Capital Partners, adding an estimated $589K. The largest seller was BlackRock, cutting an estimated $3.53M.

  • 89 institutional investors held Cardlytics (CDLX) as of Q2 2025, down from 108 in Q1 2025.
  • Funds reported $40.4M of Cardlytics stock for Q2 2025, down 25% quarter-over-quarter.
  • 18 funds opened new Cardlytics positions in Q2 2025 and 37 closed out, a net change of -19 holders.
  • The largest Cardlytics buyer in Q2 2025 was GSA Capital Partners, an estimated $589K added.
  • The largest Cardlytics seller in Q2 2025 was BlackRock, an estimated $3.53M sold.

Based on aggregated 13F filings for Q2 2025.