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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 %
LIP
76
Lighthouse Investment Partners
Florida
$246K -$246K -22,421 -50%
B
77
Bailard
California
$245K -$41.7K -3,800 -15%
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$215K +$23.7K +2,161 +12%
Two Sigma Advisers
79
Two Sigma Advisers
New York
$207K +$24.1K +2,200 +13%
Janus Henderson Group
80
Janus Henderson Group
United Kingdom
$202K
BCM
81
Bayesian Capital Management
New York
$200K +$200K +18,246 New
BCM
82
Basswood Capital Management
New York
$199K
Squarepoint
83
Squarepoint
New York
$188K
Citigroup
84
Citigroup
New York
$188K -$135K -12,325 -42%
Creative Planning
85
Creative Planning
Kansas
$177K +$177K +16,171 New
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$170K +$31.6K +2,877 +23%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$163K +$141K +12,845 +649%
Zurich Cantonal Bank
88
Zurich Cantonal Bank
Switzerland
$162K
MAM
89
Meeder Asset Management
Ohio
$160K -$25.1K -2,292 -14%
SSA
90
Schonfeld Strategic Advisors
New York
$159K -$4.53K -413 -3%
A
91
AlphaQuest
New York
$157K -$32K -2,916 -17%
RWP
92
Ridgecrest Wealth Partners
California
$156K
Focus Partners Wealth
93
Focus Partners Wealth
Massachusetts
$152K +$152K +13,878 New
AIM
94
Aigen Investment Management
New York
$150K +$150K +13,706 New
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$146K +$146K +12,862 New
CAM
96
Cresset Asset Management
Illinois
$145K -$35.7K -3,253 -20%
SG Americas Securities
97
SG Americas Securities
New York
$139K -$4.34K -395 -3%
OQS
98
Occudo Quantitative Strategies
Florida
$131K +$131K +11,985 New
Lazard Asset Management
99
Lazard Asset Management
New York
$129K +$129K +11,860 New
US Bancorp
100
US Bancorp
Minnesota
$126K +$21K +1,916 +20%