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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 %
BPWM
51
Badgley Phelps Wealth Managers
Washington
$530K -$87.8K -8,000 -14%
VI
52
Versor Investments
New York
$526K +$203K +18,463 +63%
Legal & General Group
53
Legal & General Group
United Kingdom
$504K +$36.2K +3,300 +8%
Russell Investments Group
54
Russell Investments Group
United Kingdom
$491K +$77.6K +7,077 +19%
Aviva
55
Aviva
United Kingdom
$474K -$13.7K -1,251 -3%
SCP
56
Steamboat Capital Partners
New York
$439K
CC
57
Corton Capital
Ontario, Canada
$414K +$248K +22,622 +149%
SO
58
STRS Ohio
Ohio
$412K +$68K +6,200 +20%
ECM
59
ExodusPoint Capital Management
New York
$408K +$408K +37,160 New
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$406K
IQI
61
Integrated Quantitative Investments
Washington
$404K -$871K -79,396 -68%
CSS
62
Cubist Systematic Strategies
Connecticut
$398K +$398K +36,247 New
RC
63
RBF Capital
California
$384K
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
$348K +$53.5K +4,869 +18%
JF
65
Jump Financial
Illinois
$341K +$341K +31,094 New
JG
66
Jain Global
New York
$329K +$329K +30,001 New
IIM
67
INTECH Investment Management
Florida
$290K +$59K +5,378 +26%
QT
68
Quantbot Technologies
New York
$284K +$234K +21,301 +461%
Vontobel Holding
69
Vontobel Holding
Switzerland
$280K +$132 +12 +0%
AllianceBernstein
70
AllianceBernstein
Tennessee
$273K +$49.4K +4,500 +22%
Wells Fargo
71
Wells Fargo
California
$267K +$82.7K +7,542 +45%
MIM
72
MetLife Investment Management
New Jersey
$266K +$4.03K +367 +2%
CC
73
Centiva Capital
New York
$266K -$24.7K -2,248 -8%
MF
74
Magnetar Financial
Illinois
$256K +$98.6K +8,986 +63%
Mirae Asset Global ETFs Holdings
75
Mirae Asset Global ETFs Holdings
Hong Kong
$249K +$21.2K +1,934 +9%