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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
CIP
1
CAS Investment Partners
Connecticut
$12.6M -$693K -41,585 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.84M -$25.8K -1,547 -0.6%
Bank of America
3
Bank of America
North Carolina
$3.97M +$2.04M +122,260 +298%
KGAMU
4
KPS Global Asset Management (UK)
United Kingdom
$2.96M
6CM
5
683 Capital Management
New York
$2.86M -$791K -47,500 -29%
WPM
6
Worldly Partners Management
Massachusetts
$2.81M
QOP
7
Quinn Opportunity Partners
Virginia
$2.67M +$1.65M +99,000 +900%
BlackRock
8
BlackRock
New York
$2.36M -$222K -13,339 -12%
RC
9
RBF Capital
California
$1.94M -$47.7K -2,866 -3%
Jane Street
10
Jane Street
New York
$1.94M +$1.06M +63,723 +392%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.54M +$1.67K +100 +0.2%
CFG
12
Citizens Financial Group
Rhode Island
$1.26M +$864K +51,866 New
Morgan Stanley
13
Morgan Stanley
New York
$1.19M +$271K +16,266 +50%
LPL Financial
14
LPL Financial
California
$1.14M -$964K -57,854 -55%
UBS Group
15
UBS Group
Switzerland
$1.11M +$404K +24,254 +113%
Millennium Management
16
Millennium Management
New York
$920K -$268K -16,067 -30%
Simplex Trading
17
Simplex Trading
Illinois
$620K +$304K +18,280 +252%
State Street
18
State Street
Massachusetts
$553K -$5K -300 -1%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$507K -$168K -10,082 -33%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$463K +$267K +16,019 +530%
Raymond James Financial
21
Raymond James Financial
Florida
$324K +$221K +13,290 +36,917%
GIPM
22
G2 Investment Partners Management
New York
$311K +$213K +12,813 New
Two Sigma Investments
23
Two Sigma Investments
New York
$306K +$64.8K +3,890 +45%
Citadel Advisors
24
Citadel Advisors
Florida
$304K +$209K +12,526 New
Invesco
25
Invesco
Georgia
$299K +$37.8K +2,267 +23%

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.