NerdWallet
NRDS
NRDS
137 hedge funds and large institutions have $300M invested in NerdWallet in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 28 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
5% more funds holding
Funds holding: 131 → 137 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.72% less ownership
Funds ownership: 64.57% → 63.85% (-0.72%)
Holders
137
Holding in Top 10
1
Calls
$3.85M
Puts
$2.12M
Top Buyers
| 1 | +$3.22M | |
| 2 | +$2.69M | |
| 3 | +$2.46M | |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.1M |
| 5 |
KLP
Kent Lake PR
Anasco,
Puerto Rico
|
+$1.62M |
Top Sellers
| 1 | -$4.43M | |
| 2 | -$3.39M | |
| 3 | -$3.36M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.88M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.53M |
