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NerdWallet

139 hedge funds and large institutions have $301M invested in NerdWallet in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 27 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 27

81% more call options, than puts

Call options by funds: $3.85M | Put options by funds: $2.12M

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

21% more capital invested

Capital invested by funds: $249M → $301M (+$52.3M)

4% more funds holding

Funds holding: 134139 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.71% less ownership

Funds ownership: 64.77%64.06% (-0.71%)

Holders
139
Holders Change
+5
Holders Change %
+3.73%
% 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
27
Increased
62
Reduced
27
Closed
21
Calls
$3.85M
Puts
$2.12M
Net Calls
+$1.72M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Change in
Stake
MF
76
Magnetar Financial
Illinois
$256K +$90.1K +8,986 +63%
Mirae Asset Global ETFs Holdings
77
Mirae Asset Global ETFs Holdings
Hong Kong
$249K +$19.4K +1,934 +9%
LIP
78
Lighthouse Investment Partners
Florida
$246K -$225K -22,421 -50%
B
79
Bailard
California
$245K -$38.1K -3,800 -15%
JP Morgan Chase
80
JP Morgan Chase
New York
$215K +$21.7K +2,161 +12%
Two Sigma Advisers
81
Two Sigma Advisers
New York
$207K +$22.1K +2,200 +13%
Janus Henderson Group
82
Janus Henderson Group
United Kingdom
$202K
BCM
83
Bayesian Capital Management
New York
$200K +$183K +18,246 New
BCM
84
Basswood Capital Management
New York
$199K
Squarepoint
85
Squarepoint
New York
$188K
Citigroup
86
Citigroup
New York
$188K -$124K -12,325 -42%
Creative Planning
87
Creative Planning
Kansas
$177K +$162K +16,171 New
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$170K +$28.9K +2,877 +23%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$163K +$129K +12,845 +649%
Zurich Cantonal Bank
90
Zurich Cantonal Bank
Switzerland
$162K
MAM
91
Meeder Asset Management
Ohio
$160K -$23K -2,292 -14%
SSA
92
Schonfeld Strategic Advisors
New York
$159K -$4.14K -413 -3%
A
93
AlphaQuest
New York
$157K -$29.2K -2,916 -17%
RWP
94
Ridgecrest Wealth Partners
California
$156K
Focus Partners Wealth
95
Focus Partners Wealth
Massachusetts
$152K +$139K +13,878 New
AIM
96
Aigen Investment Management
New York
$150K +$137K +13,706 New
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$146K +$129K +12,862 New
SG Americas Securities
98
SG Americas Securities
New York
$139K -$3.96K -395 -3%
OQS
99
Occudo Quantitative Strategies
Florida
$131K +$120K +11,985 New
Lazard Asset Management
100
Lazard Asset Management
New York
$129K +$119K +11,860 New

NRDS Hedge Fund Activity: Q2 2025 in Review

139 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in NerdWallet (NRDS) for Q2 2025, worth a combined $301M — up 21% from $249M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NRDS positions and 21 closed out — a net gain of 6 holders — while 62 added to existing stakes and 27 trimmed.

The largest buyer was BlackRock, adding an estimated $2.95M. The largest seller was Millennium Management, cutting an estimated $4.05M.

  • 139 institutional investors held NerdWallet (NRDS) as of Q2 2025, up from 134 in Q1 2025.
  • Funds reported $301M of NerdWallet stock for Q2 2025, up 21% quarter-over-quarter.
  • 27 funds opened new NerdWallet positions in Q2 2025 and 21 closed out, a net change of +6 holders.
  • The largest NerdWallet buyer in Q2 2025 was BlackRock, an estimated $2.95M added.
  • The largest NerdWallet seller in Q2 2025 was Millennium Management, an estimated $4.05M sold.

Based on aggregated 13F filings for Q2 2025.