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Cardlytics

81 hedge funds and large institutions have $55.3M invested in Cardlytics in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $5.71M | Put options by funds: $2.94M

37% more capital invested

Capital invested by funds: $40.4M → $55.3M (+$14.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.4% less ownership

Funds ownership: 4.68%4.27% (-0.4%)

9% less funds holding

Funds holding: 8981 (-8)

26% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 31

38% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 24

Holders
81
Holders Change
-8
Holders Change %
-8.99%
% of All Funds
1.06%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
15
Reduced
24
Closed
31
Calls
$5.71M
Puts
$2.94M
Net Calls
+$2.77M
Net Calls Change
+$2.84M
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
51
Point72 Asia (Singapore)
Singapore
$36K -$24.3K -1,458 -50%
SFS
52
Summit Financial Strategies
Ohio
$34K
FIA
53
FNY Investment Advisers
New York
$33K +$22.8K +1,367 New
WSWA
54
Warren Street Wealth Advisors
California
$31.5K
EGM
55
Engineers Gate Manager
New York
$29K +$19.9K +1,193 New
VPIM
56
Vanguard Personalized Indexing Management
California
$25.8K +$17.7K +1,063 New
Corient Private Wealth
57
Corient Private Wealth
Florida
$24.3K
DWM
58
Destination Wealth Management
California
$24.3K
FLC
59
Fifth Lane Capital
Texas
$24.3K +$16.7K +1,000 New
Fidelity Investments
60
Fidelity Investments
Massachusetts
$19.5K -$8.28K -497 -38%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$13.7K +$9.41K +565 New
TRCT
62
Tower Research Capital (TRC)
New York
$13.6K -$1.6K -96 -15%
US Bancorp
63
US Bancorp
Minnesota
$8.27K
Federated Hermes
64
Federated Hermes
Pennsylvania
$4.97K -$9.54K -573 -74%
Walleye Trading
65
Walleye Trading
New York
$3.29K +$2.27K +136 New
Wells Fargo
66
Wells Fargo
California
$3.16K -$616 -37 -22%
S
67
SignatureFD
Georgia
$1.27K
BFS
68
Bare Financial Services
Pennsylvania
$1.2K +$816 +49 New
GWSG
69
GPS Wealth Strategies Group
Colorado
$729
HFS
70
Hughes Financial Services
Virginia
$675 +$783 +47 New
FFO
71
Fortitude Family Office
Arizona
$671 +$466 +28 New
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$578 -$766 -46 -66%
PD
73
Point72 (DIFC)
United Arab Emirates
$558
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$486
Barclays
75
Barclays
United Kingdom
$435 -$22.9K -1,373 -99%

CDLX Hedge Fund Activity: Q3 2025 in Review

81 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Cardlytics (CDLX) for Q3 2025, worth a combined $55.3M — up 37% from $40.4M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of CDLX and 23 opened new positions — a net loss of 8 holders — while 24 trimmed existing stakes and 15 added.

The largest buyer was Bank of America, adding an estimated $2.04M. The largest seller was Mirabella Financial Services, exiting entirely with an estimated $1.9M sold.

  • 81 institutional investors held Cardlytics (CDLX) as of Q3 2025, down from 89 in Q2 2025.
  • Funds reported $55.3M of Cardlytics stock for Q3 2025, up 37% quarter-over-quarter.
  • 23 funds opened new Cardlytics positions in Q3 2025 and 31 closed out, a net change of -8 holders.
  • The largest Cardlytics buyer in Q3 2025 was Bank of America, an estimated $2.04M added.
  • The largest Cardlytics seller in Q3 2025 was Mirabella Financial Services, an estimated $1.9M sold.

Based on aggregated 13F filings for Q3 2025.