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NerdWallet

139 hedge funds and large institutions have $301M invested in NerdWallet in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 27 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 27

81% more call options, than puts

Call options by funds: $3.85M | Put options by funds: $2.12M

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

21% more capital invested

Capital invested by funds: $249M → $301M (+$52.3M)

4% more funds holding

Funds holding: 134139 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.71% less ownership

Funds ownership: 64.77%64.06% (-0.71%)

Holders
139
Holders Change
+5
Holders Change %
+3.73%
% 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
27
Increased
62
Reduced
27
Closed
21
Calls
$3.85M
Puts
$2.12M
Net Calls
+$1.72M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$126K +$19.2K +1,916 +20%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$125K +$90K +8,970 +368%
VOYA Investment Management
103
VOYA Investment Management
Georgia
$123K +$11.6K +1,158 +11%
ASRS
104
Arizona State Retirement System
Arizona
$115K +$3.68K +367 +4%
New York State Common Retirement Fund
105
New York State Common Retirement Fund
New York
$110K
PFSRSONJ
106
Police & Firemen's Retirement System of New Jersey
New Jersey
$100K
KK
107
KLP Kapitalforvaltning
Norway
$65.8K
TRCT
108
Tower Research Capital (TRC)
New York
$42.7K +$10.6K +1,054 +37%
AIP
109
Ameritas Investment Partners
Nebraska
$38.4K
Simplex Trading
110
Simplex Trading
Illinois
$32K +$29.3K +2,926 New
QL
111
Quarry LP
New York
$26.1K +$7.83K +781 +49%
NFSG
112
Newbridge Financial Services Group
Florida
$19.2K
AB
113
Amalgamated Bank
New York
$13K
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$12.6K
CA
115
CoreCap Advisors
Michigan
$11K
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$8.8K +$8.04K +802 New
EP
117
Essential Partners
California
$8.7K +$7.95K +793 New
GRP
118
Global Retirement Partners
California
$4.92K +$4.49K +448 New
EWA
119
EverSource Wealth Advisors
Alabama
$4.67K +$3.76K +375 +735%
CIAM
120
Caitong International Asset Management
Hong Kong
$4.56K +$4.01K +400 +2,500%
CA
121
Clearstead Advisors
Ohio
$4.34K +$3.97K +396 New
TWD
122
True Wealth Design
Ohio
$3.91K +$1.96K +195 +121%
IA
123
IFP Advisors
Florida
$3K +$2.74K +273 New
SC
124
Stephens Consulting
Michigan
$2.91K +$2.66K +265 New
GI
125
GAMMA Investing
California
$2.41K +$1.51K +151 +219%

NRDS Hedge Fund Activity: Q2 2025 in Review

139 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in NerdWallet (NRDS) for Q2 2025, worth a combined $301M — up 21% from $249M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NRDS positions and 21 closed out — a net gain of 6 holders — while 62 added to existing stakes and 27 trimmed.

The largest buyer was BlackRock, adding an estimated $2.95M. The largest seller was Millennium Management, cutting an estimated $4.05M.

  • 139 institutional investors held NerdWallet (NRDS) as of Q2 2025, up from 134 in Q1 2025.
  • Funds reported $301M of NerdWallet stock for Q2 2025, up 21% quarter-over-quarter.
  • 27 funds opened new NerdWallet positions in Q2 2025 and 21 closed out, a net change of +6 holders.
  • The largest NerdWallet buyer in Q2 2025 was BlackRock, an estimated $2.95M added.
  • The largest NerdWallet seller in Q2 2025 was Millennium Management, an estimated $4.05M sold.

Based on aggregated 13F filings for Q2 2025.