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NerdWallet
NRDS

Overview Fund Activity

131 hedge funds and large institutions have $248M invested in NerdWallet in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+4
Holders Change %
+3.15%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
33
Increased
38
Reduced
38
Closed
26
Calls
$2.23M
Puts
$19.5M
Net Calls
-$17.3M
Net Calls Change
+$5.03M

Top Buyers

1
QOP
Quinn Opportunity Partners
Virginia
+$2.36M
2
Morgan Stanley
Morgan Stanley
New York
+$2.11M
3
Marshall Wace
Marshall Wace
United Kingdom
+$1.84M
4
UBS Group
UBS Group
Switzerland
+$1.77M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$1.52M

Top Sellers

1
AFCM
Alta Fox Capital Management
Texas
-$10.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.5M
3
CSS
Cubist Systematic Strategies
Connecticut
-$3M
4
BCM
Basswood Capital Management
New York
-$2.93M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
26
IEQ Capital
California
$1.49M +$1.49M +165,000 New
JAG
27
Journey Advisory Group
Kentucky
$1.49M +$1.49M +164,278 New
PP
28
PDT Partners
New York
$1.36M +$377K +41,615 +38%
Los Angeles Capital Management
29
Los Angeles Capital Management
California
$1.29M -$664K -73,389 -34%
KLP
30
Kent Lake PR
Puerto Rico
$1.15M +$1.15M +127,534 New
DFCM
31
Dark Forest Capital Management
Puerto Rico
$1.12M +$1.12M +123,493 New
TI
32
Trexquant Investment
Connecticut
$1.11M -$1.98M -218,542 -64%
IQI
33
Integrated Quantitative Investments
Washington
$1.05M +$1.05M +116,250 New
EGM
34
Engineers Gate Manager
New York
$967K -$91.6K -10,126 -9%
FG
35
Formula Growth
Quebec, Canada
$844K +$211K +23,298 +33%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$793K -$5.06K -559 -0.6%
UBS AM
37
UBS AM
Illinois
$771K -$71.9K -7,946 -9%
Bank of America
38
Bank of America
North Carolina
$759K +$275K +30,332 +57%
YIH
39
Y-Intercept (HK)
Hong Kong
$681K +$681K +75,210 New
Swiss National Bank
40
Swiss National Bank
Switzerland
$623K -$88.7K -9,800 -12%
Jane Street
41
Jane Street
New York
$584K -$138K -15,224 -19%
Balyasny Asset Management
42
Balyasny Asset Management
Illinois
$523K +$523K +57,752 New
BPWM
43
Badgley Phelps Wealth Managers
Washington
$509K – – –
DTL
44
Dynamic Technology Lab
Singapore
$461K +$153K +16,882 +50%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$455K -$11.8K -1,300 -3%
American Century Companies
46
American Century Companies
Missouri
$440K +$248K +27,362 +129%
Invesco
47
Invesco
Georgia
$424K +$129K +14,291 +44%
Barclays
48
Barclays
United Kingdom
$412K -$167K -18,483 -29%
LIP
49
Lighthouse Investment Partners
Florida
$405K +$405K +44,801 New
Aviva
50
Aviva
United Kingdom
$402K +$402K +44,423 New
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