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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
76
$188K
77
$185K
78
$166K
79
$164K
80
$160K
81
$159K
82
$158K
83
$156K
84
$156K
85
$155K
86
$154K
87
$152K
88
$152K
89
$151K
90
$149K
91
$137K
92
$135K
93
$134K
94
$130K
95
$129K
96
$118K
97
$114K
98
$114K
99
$113K
100
$112K