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NerdWallet

137 hedge funds and large institutions have $300M invested in NerdWallet in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 28 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+6
Holders Change %
+4.58%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
61
Reduced
28
Closed
19
Calls
$3.85M
Puts
$2.12M
Net Calls
+$1.72M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$125K +$98.3K +8,970 +368%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$123K +$12.7K +1,158 +11%
ASRS
103
Arizona State Retirement System
Arizona
$115K +$4.03K +367 +4%
New York State Common Retirement Fund
104
New York State Common Retirement Fund
New York
$110K
PFSRSONJ
105
Police & Firemen's Retirement System of New Jersey
New Jersey
$100K
KK
106
KLP Kapitalforvaltning
Norway
$65.8K
TRCT
107
Tower Research Capital (TRC)
New York
$42.7K +$11.6K +1,054 +37%
AIP
108
Ameritas Investment Partners
Nebraska
$38.4K
Simplex Trading
109
Simplex Trading
Illinois
$32K +$32K +2,926 New
QL
110
Quarry LP
New York
$26.1K +$8.57K +781 +49%
NFSG
111
Newbridge Financial Services Group
Florida
$19.2K
AB
112
Amalgamated Bank
New York
$13K
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$12.6K
CA
114
CoreCap Advisors
Michigan
$11K
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$8.8K +$8.8K +802 New
GRP
116
Global Retirement Partners
California
$4.92K +$4.92K +448 New
EWA
117
EverSource Wealth Advisors
Alabama
$4.67K +$4.11K +375 +735%
CIAM
118
Caitong International Asset Management
Hong Kong
$4.56K +$4.39K +400 +2,500%
CA
119
Clearstead Advisors
Ohio
$4.35K +$4.35K +396 New
TWD
120
True Wealth Design
Ohio
$3.91K +$2.14K +195 +121%
IA
121
IFP Advisors
Florida
$3K +$3K +273 New
SC
122
Stephens Consulting
Michigan
$2.91K +$2.91K +265 New
GI
123
GAMMA Investing
California
$2.41K +$1.66K +151 +219%
HI
124
Harbour Investments
Wisconsin
$2.24K +$2.24K +204 New
AF
125
Allworth Financial
California
$1.93K +$1.61K +147 +507%