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Cardlytics

108 hedge funds and large institutions have $54.2M invested in Cardlytics in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

0% more funds holding

Funds holding: 108108 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.25% less ownership

Funds ownership: 5.97%5.71% (-0.25%)

8% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 37

29% less call options, than puts

Call options by funds: $673K | Put options by funds: $942K

52% less capital invested

Capital invested by funds: $113M → $54.2M (-$58.3M)

Holders
108
Holders Change
Holders Change %
0%
% of All Funds
1.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
34
Reduced
37
Closed
10
Calls
$673K
Puts
$942K
Net Calls
-$269K
Net Calls Change
-$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
1
CAS Investment Partners
Connecticut
$10.2M -$2.16M -75,499 -12%
BlackRock
2
BlackRock
New York
$5.73M -$236K -8,257 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.86M -$66.6K -2,331 -0.9%
MFS
4
Mirabella Financial Services
United Kingdom
$4.2M +$3.3M +115,500 +100%
6CM
5
683 Capital Management
New York
$2.82M +$686K +24,000 +18%
KGAMU
6
KPS Global Asset Management (UK)
United Kingdom
$2.22M
WPM
7
Worldly Partners Management
Massachusetts
$2.11M
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.03M +$155K +5,432 +5%
State Street
9
State Street
Massachusetts
$1.64M -$27.5K -963 -1%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$1.57M -$771K -26,990 -24%
LPL Financial
11
LPL Financial
California
$1.56M +$572K +20,009 +30%
RC
12
RBF Capital
California
$1.51M +$71.4K +2,500 +3%
Millennium Management
13
Millennium Management
New York
$1.28M +$1.6M +56,140 +389%
LG
14
Lane Generational
Massachusetts
$1.11M +$1.74M +60,960 New
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$782K -$196K -6,857 -14%
LCM
16
Landscape Capital Management
New Jersey
$728K +$174K +6,084 +18%
Northern Trust
17
Northern Trust
Illinois
$665K -$23.2K -811 -2%
Charles Schwab
18
Charles Schwab
California
$620K -$177K -6,186 -15%
AFAS
19
Acorn Financial Advisory Services
Virginia
$614K +$262K +9,162 +37%
Morgan Stanley
20
Morgan Stanley
New York
$527K -$286K -10,022 -26%
Citigroup
21
Citigroup
New York
$510K -$563K -19,715 -41%
BCM
22
Brooktree Capital Management
Michigan
$407K +$138K +4,842 +28%
Citadel Advisors
23
Citadel Advisors
Florida
$369K +$349K +12,214 +152%
Bank of America
24
Bank of America
North Carolina
$332K +$282K +9,874 +118%
UBS Group
25
UBS Group
Switzerland
$312K -$49.3K -1,725 -9%

CDLX Hedge Fund Activity: Q1 2025 in Review

108 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Cardlytics (CDLX) for Q1 2025, worth a combined $54.2M — down 52% from $113M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CDLX positions and 10 closed out — a net gain of 2 holders — while 34 added to existing stakes and 37 trimmed.

The largest buyer was Mirabella Financial Services, adding an estimated $3.3M. The largest seller was CAS Investment Partners, cutting an estimated $2.16M.

  • 108 institutional investors held Cardlytics (CDLX) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $54.2M of Cardlytics stock for Q1 2025, down 52% quarter-over-quarter.
  • 12 funds opened new Cardlytics positions in Q1 2025 and 10 closed out, a net change of +2 holders.
  • The largest Cardlytics buyer in Q1 2025 was Mirabella Financial Services, an estimated $3.3M added.
  • The largest Cardlytics seller in Q1 2025 was CAS Investment Partners, an estimated $2.16M sold.

Based on aggregated 13F filings for Q1 2025.