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NerdWallet

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
Holders
137
Holders Change
+6
Holders Change %
+4.58%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
61
Reduced
28
Closed
19
Calls
$3.85M
Puts
$2.12M
Net Calls
+$1.72M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Shares
Change %
Marshall Wace
26
Marshall Wace
United Kingdom
$1.74M -$3.36M -306,130 -66%
Goldman Sachs
27
Goldman Sachs
New York
$1.6M -$1.12M -102,550 -41%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$1.52M +$1.52M +138,947 New
Bank of America
29
Bank of America
North Carolina
$1.45M +$526K +47,946 +57%
Deutsche Bank
30
Deutsche Bank
Germany
$1.39M -$918K -83,683 -40%
YIH
31
Y-Intercept (HK)
Hong Kong
$1.36M +$538K +49,058 +65%
DTL
32
Dynamic Technology Lab
Singapore
$1.14M +$578K +52,695 +103%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.11M +$147K +13,406 +15%
Ameriprise
34
Ameriprise
Minnesota
$1.1M +$698K +63,663 +173%
NL
35
Nuveen LLC
North Carolina
$1.05M -$3.39M -309,031 -76%
Prudential Financial
36
Prudential Financial
New Jersey
$1.05M +$1.05M +95,367 New
UBS AM
37
UBS AM
Illinois
$1.01M +$71.6K +6,527 +8%
DFCM
38
Dark Forest Capital Management
Puerto Rico
$979K -$376K -34,295 -28%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$964K +$538K +49,016 +126%
Walleye Capital
40
Walleye Capital
New York
$948K +$948K +86,424 New
Barclays
41
Barclays
United Kingdom
$892K +$393K +35,935 +79%
Swiss National Bank
42
Swiss National Bank
Switzerland
$755K
SOW
43
State of Wyoming
Wyoming
$722K +$466K +42,447 +182%
American Century Companies
44
American Century Companies
Missouri
$686K +$153K +13,971 +29%
Invesco
45
Invesco
Georgia
$678K +$165K +15,019 +32%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$649K +$98.1K +8,944 +18%
EGM
47
Engineers Gate Manager
New York
$647K -$526K -47,929 -45%
Verition Fund Management
48
Verition Fund Management
Connecticut
$628K +$157K +14,339 +33%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$570K +$87.6K +7,981 +18%
IC
50
IEQ Capital
California
$533K -$1.28M -116,434 -71%