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NerdWallet

134 hedge funds and large institutions have $249M invested in NerdWallet in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

36% less capital invested

Capital invested by funds: $389M → $249M (-$141M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

89% less call options, than puts

Call options by funds: $2.23M | Put options by funds: $19.5M

Holders
134
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.23M
Puts
$19.5M
Net Calls
Net Calls Change

Top Buyers

1 +$3.12M
2 +$2.8M
3 +$2.44M
4
UBS Group
UBS Group
Switzerland
+$2.34M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$2.01M

Top Sellers

1 -$13.9M
2 -$10.8M
3 -$3.88M
4
Norges Bank
Norges Bank
Norway
-$3.79M
5
N
Nuveen
North Carolina
-$3.34M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$398K
52
$389K
53
$386K
54
$366K
55
$362K
56
$362K
57
$351K
58
$346K
59
$344K
60
$341K
61
$335K
62
$334K
63
$317K
64
$314K
65
$284K
66
$267K
67
$266K
68
$243K
69
$239K
70
$236K
71
$231K
72
$216K
73
$211K
74
$193K
75
$190K