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NerdWallet

157 hedge funds and large institutions have $397M invested in NerdWallet in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
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
$5.02M
Puts
$400K
Net Calls
Net Calls Change

Top Buyers

1 +$9.2M
2 +$6.52M
3 +$3.23M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.02M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.21M

Top Sellers

1 -$4.82M
2 -$3.99M
3 -$3.88M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$2.64M
5
Morgan Stanley
Morgan Stanley
New York
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
CoreCap Advisors
Michigan
$12.2K
S
127
SignatureFD
Georgia
$9.65K
Federated Hermes
128
Federated Hermes
Pennsylvania
$8.69K
Osaic Holdings
129
Osaic Holdings
Arizona
$7.41K
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$5.66K
QCG
131
Quadrant Capital Group
Ohio
$5.62K
GI
132
GAMMA Investing
California
$5.6K
TWD
133
True Wealth Design
Ohio
$4.66K
SCM
134
Sterling Capital Management
North Carolina
$3.92K
SIS
135
Sound Income Strategies
Florida
$3.85K
SC
136
Stephens Consulting
Michigan
$3.59K
EWA
137
EverSource Wealth Advisors
Alabama
$3.31K
Jones Financial Companies
138
Jones Financial Companies
Missouri
$3.21K
Optiver Holding
139
Optiver Holding
Netherlands
$2.98K
AF
140
Allworth Financial
California
$2.4K
FFA
141
Farther Finance Advisors
California
$2.05K
VCM
142
Versant Capital Management
Arizona
$1.57K
RIL
143
Rothschild Investment LLC
Illinois
$1.3K
PWA
144
Physician Wealth Advisors
Utah
$1.29K
MAM
145
Marquette Asset Management
Minnesota
$1.25K
GRP
146
Global Retirement Partners
California
$1.07K
MSL
147
Monetary Solutions, Ltd
Ohio
$1.02K
PFBT
148
Parkside Financial Bank & Trust
Missouri
$746
PA
149
Parallel Advisors
California
$650
LFG
150
Larson Financial Group
Missouri
$610