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NerdWallet

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
Name Market Value Shares Shares
Change
Shares
Change %
VOYA Investment Management
101
VOYA Investment Management
Georgia
$123K 11,253 +1,158 +11%
ASRS
102
Arizona State Retirement System
Arizona
$115K 10,518 +367 +4%
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$110K 9,985
PFSRSONJ
104
Police & Firemen's Retirement System of New Jersey
New Jersey
$100K 9,139
KK
105
KLP Kapitalforvaltning
Norway
$65.8K 6,000
TRCT
106
Tower Research Capital (TRC)
New York
$42.7K 3,893 +1,054 +37%
AIP
107
Ameritas Investment Partners
Nebraska
$38.4K 3,499
Simplex Trading
108
Simplex Trading
Illinois
$32K 2,926 +2,926 New
QL
109
Quarry LP
New York
$26.1K 2,381 +781 +49%
NFSG
110
Newbridge Financial Services Group
Florida
$19.2K 1,750
AB
111
Amalgamated Bank
New York
$13K 1,149
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$12.6K 1,150
CA
113
CoreCap Advisors
Michigan
$11K 1,000
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$8.8K 802 +802 New
GRP
115
Global Retirement Partners
California
$4.92K 448 +448 New
EWA
116
EverSource Wealth Advisors
Alabama
$4.67K 426 +375 +735%
CIAM
117
Caitong International Asset Management
Hong Kong
$4.56K 416 +400 +2,500%
CA
118
Clearstead Advisors
Ohio
$4.35K 396 +396 New
TWD
119
True Wealth Design
Ohio
$3.91K 356 +195 +121%
IA
120
IFP Advisors
Florida
$3K 273 +273 New
SC
121
Stephens Consulting
Michigan
$2.91K 265 +265 New
GI
122
GAMMA Investing
California
$2.41K 220 +151 +219%
HI
123
Harbour Investments
Wisconsin
$2.24K 204 +204 New
AF
124
Allworth Financial
California
$1.93K 176 +147 +507%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$1.89K 172 +172 New