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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

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

5% more funds holding

Funds holding: 128134 (+6)

3% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 39

5.31% less ownership

Funds ownership: 70.08%64.77% (-5.3%)

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
+6
Holders Change %
+4.69%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
34
Increased
38
Reduced
39
Closed
26
Calls
$2.23M
Puts
$19.5M
Net Calls
-$17.3M
Net Calls Change
+$5.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$398K +$230K +19,149 +77%
Verition Fund Management
52
Verition Fund Management
Connecticut
$389K -$312K -26,006 -38%
Legal & General Group
53
Legal & General Group
United Kingdom
$386K +$16.7K +1,391 +3%
AQR Capital Management
54
AQR Capital Management
Connecticut
$366K +$216K +18,047 +81%
NPT
55
National Philanthropic Trust
Pennsylvania
$362K
SCP
56
Steamboat Capital Partners
New York
$362K
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$351K -$1.67M -139,136 -78%
BHCM
58
Brevan Howard Capital Management
Jersey
$346K +$458K +38,239 New
GCP
59
GSA Capital Partners
United Kingdom
$344K +$455K +37,971 New
Russell Investments Group
60
Russell Investments Group
United Kingdom
$341K -$76.6K -6,395 -15%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$335K
Ameriprise
62
Ameriprise
Minnesota
$334K -$588K -49,051 -57%
RC
63
RBF Capital
California
$317K
OAM
64
OP Asset Management
$314K +$416K +34,732 New
SO
65
STRS Ohio
Ohio
$284K
VI
66
Versor Investments
New York
$267K -$250K -20,831 -41%
Citigroup
67
Citigroup
New York
$266K -$8.1K -676 -2%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$243K +$21.6K +1,800 +7%
CC
69
Centiva Capital
New York
$239K +$317K +26,459 New
B
70
Bailard
California
$236K +$169K +14,100 +118%
Vontobel Holding
71
Vontobel Holding
Switzerland
$231K +$67K +5,589 +28%
MIM
72
MetLife Investment Management
New Jersey
$216K -$7.56K -631 -3%
SOW
73
State of Wyoming
Wyoming
$211K +$82.3K +6,868 +42%
CM
74
Capula Management
Cayman Islands
$193K +$255K +21,284 New
IIM
75
INTECH Investment Management
Florida
$190K +$42.2K +3,524 +20%

NRDS Hedge Fund Activity: Q1 2025 in Review

134 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in NerdWallet (NRDS) for Q1 2025, worth a combined $249M — down 36% from $389M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NRDS positions and 26 closed out — a net gain of 8 holders — while 38 added to existing stakes and 39 trimmed.

The largest buyer was Quinn Opportunity Partners, adding an estimated $3.12M. The largest seller was Fidelity Investments, cutting an estimated $13.9M.

  • 134 institutional investors held NerdWallet (NRDS) as of Q1 2025, up from 128 in Q4 2024.
  • Funds reported $249M of NerdWallet stock for Q1 2025, down 36% quarter-over-quarter.
  • 34 funds opened new NerdWallet positions in Q1 2025 and 26 closed out, a net change of +8 holders.
  • The largest NerdWallet buyer in Q1 2025 was Quinn Opportunity Partners, an estimated $3.12M added.
  • The largest NerdWallet seller in Q1 2025 was Fidelity Investments, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2025.