We are live on ! Find out more
NRDS icon

NerdWallet
NRDS

139 hedge funds and large institutions have $301M invested in NerdWallet in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 27 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 27

81% more call options, than puts

Call options by funds: $3.85M | Put options by funds: $2.12M

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

21% more capital invested

Capital invested by funds: $249M → $301M (+$52.3M)

4% more funds holding

Funds holding: 134 → 139 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.71% less ownership

Funds ownership: 64.77% → 64.06% (-0.71%)

Holders
139
Holders Change
+5
Holders Change %
+3.73%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
62
Reduced
27
Closed
21
Calls
$3.85M
Puts
$2.12M
Net Calls
+$1.72M
Net Calls Change
+$19M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.95M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$2.46M
3
Renaissance Technologies
Renaissance Technologies
New York
+$2.25M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.92M
5
KLP
Kent Lake PR
Puerto Rico
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$4.05M
2
N
Nuveen
North Carolina
-$3.1M
3
Marshall Wace
Marshall Wace
United Kingdom
-$3.07M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.72M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
Marshall Wace
26
Marshall Wace
United Kingdom
$1.74M -$3.07M -306,130 -66%
Goldman Sachs
27
Goldman Sachs
New York
$1.6M -$1.03M -102,550 -41%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$1.52M +$1.39M +138,947 New
Bank of America
29
Bank of America
North Carolina
$1.45M +$481K +47,946 +57%
Deutsche Bank
30
Deutsche Bank
Germany
$1.39M -$839K -83,683 -40%
YIH
31
Y-Intercept (HK)
Hong Kong
$1.36M +$492K +49,058 +65%
DTL
32
Dynamic Technology Lab
Singapore
$1.14M +$528K +52,695 +103%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.11M +$134K +13,406 +15%
Ameriprise
34
Ameriprise
Minnesota
$1.1M +$638K +63,663 +173%
N
35
Nuveen
North Carolina
$1.05M -$3.1M -309,031 -76%
Prudential Financial
36
Prudential Financial
New Jersey
$1.05M +$956K +95,367 New
UBS AM
37
UBS AM
Illinois
$1.01M +$65.5K +6,527 +8%
DFCM
38
Dark Forest Capital Management
Puerto Rico
$979K -$344K -34,295 -28%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$964K +$492K +49,016 +126%
Walleye Capital
40
Walleye Capital
New York
$948K +$867K +86,424 New
Barclays
41
Barclays
United Kingdom
$894K +$360K +35,935 +79%
Swiss National Bank
42
Swiss National Bank
Switzerland
$755K – – –
SOW
43
State of Wyoming
Wyoming
$722K +$426K +42,447 +182%
OAM
44
OP Asset Management
$689K +$282K +28,118 +81%
American Century Companies
45
American Century Companies
Missouri
$686K +$140K +13,971 +29%
Invesco
46
Invesco
Georgia
$678K +$151K +15,019 +32%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$649K +$89.7K +8,944 +18%
EGM
48
Engineers Gate Manager
New York
$647K -$481K -47,929 -45%
Verition Fund Management
49
Verition Fund Management
Connecticut
$628K +$144K +14,339 +33%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$570K +$80K +7,981 +18%
1
2
3 4 5

NRDS Hedge Fund Activity: Q2 2025 in Review

139 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in NerdWallet (NRDS) for Q2 2025, worth a combined $301M — up 21% from $249M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NRDS positions and 21 closed out — a net gain of 6 holders — while 62 added to existing stakes and 27 trimmed.

The largest buyer was BlackRock, adding an estimated $2.95M. The largest seller was Millennium Management, cutting an estimated $4.05M.

  • 139 institutional investors held NerdWallet (NRDS) as of Q2 2025, up from 134 in Q1 2025.
  • Funds reported $301M of NerdWallet stock for Q2 2025, up 21% quarter-over-quarter.
  • 27 funds opened new NerdWallet positions in Q2 2025 and 21 closed out, a net change of +6 holders.
  • The largest NerdWallet buyer in Q2 2025 was BlackRock, an estimated $2.95M added.
  • The largest NerdWallet seller in Q2 2025 was Millennium Management, an estimated $4.05M sold.

Based on aggregated 13F filings for Q2 2025.