NerdWallet
NRDS
NRDS
131 hedge funds and large institutions have $248M invested in NerdWallet in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 38 increasing their positions, 38 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: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
36% less capital invested
Capital invested by funds: $389M → $248M (-$141M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
89% less call options, than puts
Call options by funds: $2.23M | Put options by funds: $19.5M
Holders
131
Holding in Top 10
1
Calls
$2.23M
Puts
$19.5M
Top Buyers
| 1 | +$2.36M | |
| 2 | +$2.11M | |
| 3 | +$1.84M | |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.77M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$1.52M |
Top Sellers
| 1 | -$10.8M | |
| 2 | -$10.5M | |
| 3 | -$3M | |
| 4 |
BCM
Basswood Capital Management
New York
|
-$2.93M |
| 5 |
JPMorgan Chase & Co
New York
|
-$2.02M |
