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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
CIP
1
CAS Investment Partners
Connecticut
$9.23M
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.98M -$434K -25,122 -9%
6CM
3
683 Capital Management
New York
$2.71M +$173K +10,000 +6%
KGAMU
4
KPS Global Asset Management (UK)
United Kingdom
$2M
WPM
5
Worldly Partners Management
Massachusetts
$1.9M
MFS
6
Mirabella Financial Services
United Kingdom
$1.9M -$1.99M -115,500 -50%
BlackRock
7
BlackRock
New York
$1.82M -$3.53M -204,173 -65%
LPL Financial
8
LPL Financial
California
$1.73M +$327K +18,925 +22%
RC
9
RBF Capital
California
$1.36M
LG
10
Lane Generational
Massachusetts
$1.28M +$294K +17,048 +28%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.04M -$833K -48,250 -43%
Millennium Management
12
Millennium Management
New York
$887K -$287K -16,621 -24%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$831K -$616K -35,666 -41%
Bank of America
14
Bank of America
North Carolina
$675K +$393K +22,756 +125%
LCM
15
Landscape Capital Management
New Jersey
$658K
GCP
16
GSA Capital Partners
United Kingdom
$590K +$589K +34,124 +1,971%
AFAS
17
Acorn Financial Advisory Services
Virginia
$537K -$19.5K -1,128 -3%
Morgan Stanley
18
Morgan Stanley
New York
$535K +$62K +3,590 +12%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$509K -$208K -12,030 -28%
Charles Schwab
20
Charles Schwab
California
$444K -$123K -7,097 -21%
BCM
21
Brooktree Capital Management
Michigan
$399K +$32.2K +1,862 +8%
State Street
22
State Street
Massachusetts
$380K -$1.16M -66,991 -74%
UBS Group
23
UBS Group
Switzerland
$355K +$76K +4,401 +26%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$343K +$121K +7,003 +51%
Goldman Sachs
25
Goldman Sachs
New York
$308K +$110K +6,364 +51%

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.