Cardlytics
CDLX
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.
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: 3 → 3 (0)
0.4% less ownership
Funds ownership: 4.68% → 4.27% (-0.4%)
9% less funds holding
Funds holding: 89 → 81 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.04M |
| 2 |
QOP
Quinn Opportunity Partners
Charlottesville,
Virginia
|
+$1.65M |
| 3 |
Jane Street
New York
|
+$1.06M |
| 4 |
CFG
Citizens Financial Group
Providence,
Rhode Island
|
+$864K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$404K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFS
Mirabella Financial Services
London,
United Kingdom
|
-$1.9M |
| 2 |
LG
Lane Generational
Dover,
Massachusetts
|
-$1.28M |
| 3 |
LPL Financial
San Diego,
California
|
-$964K |
| 4 |
6CM
683 Capital Management
New York
|
-$791K |
| 5 |
CIP
CAS Investment Partners
Westport,
Connecticut
|
-$693K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JF
101
Jump Financial
Chicago,
Illinois
| – | -$32.4K | -1,971 | Closed |
|
|
CFM
102
Catalyst Funds Management
Sydney NSW,
Australia
| – | -$32.2K | -1,960 | Closed |
|
103
Hudson Bay Capital Management
Stamford,
Connecticut
| – | -$20.5K | -1,248 | Closed |
|
|
GSC
104
Ground Swell Capital
Folly Beach,
South Carolina
| – | -$19.9K | -1,211 | Closed |
|
|
DS
105
DRW Securities
Chicago,
Illinois
| – | -$19K | -1,158 | Closed |
|
106
Russell Investments Group
London,
United Kingdom
| – | -$3.04K | -185 | Closed |
|
|
RWM
107
Rialto Wealth Management
Syracuse,
New York
| – | -$548 | -33 | Closed |
|
108
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$421 | -26 | Closed |
|
|
LI
109
LRI Investments
Palm Beach Gardens,
Florida
| – | -$165 | -10 | Closed |
|
|
TWD
110
True Wealth Design
Akron,
Ohio
| – | -$42 | -3 | Closed |
|
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.