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NerdWallet
NRDS

Overview Fund Activity

136 hedge funds and large institutions have $299M invested in NerdWallet in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 28 reducing their positions, and 19 closing their positions.

Holders
136
Holders Change
+5
Holders Change %
+3.82%
% 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
26
Increased
60
Reduced
28
Closed
19
Calls
$2.81M
Puts
$1.79M
Net Calls
+$1.02M
Net Calls Change
+$18.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$32M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$3.13M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$8.53M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$12M
5
KLP
5
Kent Lake PR
Puerto Rico
$3.02M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$5.08M
2
NL
2
Nuveen LLC
North Carolina
$1.05M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$1.74M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.56M
5
UBS Group
5
UBS Group
Switzerland
$1.84M
Name Market Value Shares Shares
Change 		Shares
Change %
B
76
Bailard
California
$245K 22,300 -3,800 -15%
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$215K 19,576 +2,161 +12%
Two Sigma Advisers
78
Two Sigma Advisers
New York
$207K 18,900 +2,200 +13%
Janus Henderson Group
79
Janus Henderson Group
United Kingdom
$202K 18,400 – –
BCM
80
Bayesian Capital Management
New York
$200K 18,246 +18,246 New
BCM
81
Basswood Capital Management
New York
$199K 18,162 – –
Squarepoint
82
Squarepoint
New York
$188K 17,144 – –
Citigroup
83
Citigroup
New York
$188K 17,114 -12,325 -42%
Creative Planning
84
Creative Planning
Kansas
$177K 16,171 +16,171 New
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$170K 15,489 +2,877 +23%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$163K 14,825 +12,845 +649%
Zurich Cantonal Bank
87
Zurich Cantonal Bank
Switzerland
$162K 14,769 – –
MAM
88
Meeder Asset Management
Ohio
$160K 14,549 -2,292 -14%
SSA
89
Schonfeld Strategic Advisors
New York
$159K 14,487 -413 -3%
A
90
AlphaQuest
New York
$157K 14,338 -2,916 -17%
RWP
91
Ridgecrest Wealth Partners
California
$156K 14,218 – –
Focus Partners Wealth
92
Focus Partners Wealth
Massachusetts
$152K 13,878 +13,878 New
AIM
93
Aigen Investment Management
New York
$150K 13,706 +13,706 New
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$146K 12,862 +12,862 New
CAM
95
Cresset Asset Management
Illinois
$145K 13,195 -3,253 -20%
SG Americas Securities
96
SG Americas Securities
New York
$139K 12,650 -395 -3%
OQS
97
Occudo Quantitative Strategies
Florida
$131K 11,985 +11,985 New
Lazard Asset Management
98
Lazard Asset Management
New York
$129K 11,860 +11,860 New
US Bancorp
99
US Bancorp
Minnesota
$126K 11,508 +1,916 +20%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$125K 11,406 +8,970 +368%
2 3
4
5 6