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NerdWallet

158 hedge funds and large institutions have $316M invested in NerdWallet in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 161158 (-3)

21% less capital invested

Capital invested by funds: $400M → $316M (-$83.9M)

70% less call options, than puts

Call options by funds: $570K | Put options by funds: $1.89M

Holders
158
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
$570K
Puts
$1.89M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
101
L2 Asset Management
Massachusetts
$119K
SO
102
STRS Ohio
Ohio
$116K
IIM
103
INTECH Investment Management
Florida
$113K
M1FG
104
Mach-1 Financial Group
Arkansas
$112K
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$111K
VPIM
106
Vanguard Personalized Indexing Management
California
$109K
JSL
107
JT Stratford LLC
Georgia
$108K
ASRS
108
Arizona State Retirement System
Arizona
$107K
New York State Common Retirement Fund
109
New York State Common Retirement Fund
New York
$104K
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$94.5K
VIA
111
Vanguard Investments Australia
Australia
$90K
KK
112
KLP Kapitalforvaltning
Norway
$84.1K
Citigroup
113
Citigroup
New York
$78.8K
TRCT
114
Tower Research Capital (TRC)
New York
$43.9K
New York State Teachers Retirement System (NYSTRS)
115
New York State Teachers Retirement System (NYSTRS)
New York
$41K
AIP
116
Ameritas Investment Partners
Nebraska
$36.3K
Osaic Holdings
117
Osaic Holdings
Arizona
$29.6K
C
118
Covestor
United Kingdom
$29K
National Bank of Canada
119
National Bank of Canada
Quebec, Canada
$25.9K
Group One Trading
120
Group One Trading
Illinois
$25K
SOADOR
121
State of Alaska Department of Revenue
Alaska
$18K
HC
122
Hurley Capital
New York
$15.3K
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$14K
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$11.9K
EP
125
Essential Partners
California
$9.38K