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NerdWallet

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
Holders
131
Holders Change
+4
Holders Change %
+3.15%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
33
Increased
38
Reduced
38
Closed
26
Calls
$2.23M
Puts
$19.5M
Net Calls
-$17.3M
Net Calls Change
+$5.03M
Name Holding Trade Value Shares
Change
Shares
Change %
VOYA Investment Management
101
VOYA Investment Management
Georgia
$91.4K -$10K -1,109 -10%
New York State Common Retirement Fund
102
New York State Common Retirement Fund
New York
$90K -$33.4K -3,700 -27%
US Bancorp
103
US Bancorp
Minnesota
$86.8K
PFSRSONJ
104
Police & Firemen's Retirement System of New Jersey
New Jersey
$82.7K
KK
105
KLP Kapitalforvaltning
Norway
$54.3K
QT
106
Quantbot Technologies
New York
$41.8K -$140K -15,421 -77%
AIP
107
Ameritas Investment Partners
Nebraska
$31.7K
TRCT
108
Tower Research Capital (TRC)
New York
$25.7K -$2.08K -230 -7%
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$22K -$62.6K -6,934 -74%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$18K +$16.8K +1,852 +1,447%
NFSG
111
Newbridge Financial Services Group
Florida
$15.8K
QL
112
Quarry LP
New York
$14.5K +$14.5K +1,600 New
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$10.4K +$10.4K +1,150 New
AB
114
Amalgamated Bank
New York
$10K
CA
115
CoreCap Advisors
Michigan
$9.05K -$1.81K -200 -17%
FFO
116
Fortitude Family Office
Arizona
$3.28K
TWD
117
True Wealth Design
Ohio
$1.46K +$1.46K +161 New
Jones Financial Companies
118
Jones Financial Companies
Missouri
$1.08K
VCM
119
Versant Capital Management
Arizona
$1.05K
PWA
120
Physician Wealth Advisors
Utah
$960 +$960 +106 New
GI
121
GAMMA Investing
California
$624 +$470 +52 +306%
PA
122
Parallel Advisors
California
$543 +$480 +53 +757%
EWA
123
EverSource Wealth Advisors
Alabama
$462 +$344 +38 +292%
ACM
124
Aster Capital Management
United Arab Emirates
$449 +$449 +44 New
S
125
SignatureFD
Georgia
$371 +$371 +41 New