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NerdWallet
NRDS

Overview Fund Activity

136 hedge funds and large institutions have $299M invested in NerdWallet in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 28 reducing their positions, and 19 closing their positions.

Holders
136
Holders Change
+5
Holders Change %
+3.82%
% 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
26
Increased
60
Reduced
28
Closed
19
Calls
$2.81M
Puts
$1.79M
Net Calls
+$1.02M
Net Calls Change
+$18.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$32M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$3.13M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$8.53M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$12M
5
KLP
5
Kent Lake PR
Puerto Rico
$3.02M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$5.08M
2
NL
2
Nuveen LLC
North Carolina
$1.05M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$1.74M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.56M
5
UBS Group
5
UBS Group
Switzerland
$1.84M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
126
Jones Financial Companies
Missouri
$1.31K 120 – –
VCM
127
Versant Capital Management
Arizona
$1.27K 116 – –
SCM
128
Sterling Capital Management
North Carolina
$1.1K 100 +62 +163%
RIL
129
Rothschild Investment LLC
Illinois
$1.04K 95 +95 New
S
130
SignatureFD
Georgia
$998 91 +50 +122%
PFBT
131
Parkside Financial Bank & Trust
Missouri
$603 55 +55 New
PA
132
Parallel Advisors
California
$406 37 -23 -38%
Osaic Holdings
133
Osaic Holdings
Arizona
$332 25 -6 -19%
SS
134
SBI Securities
Japan
$274 25 – –
OLVIG
135
Oliver Lagore Vanvalin Investment Group
Michigan
$163 18 +18 New
Raymond James Financial
136
Raymond James Financial
Florida
$77 7 +7 New
Tudor Investment Corp
137
Tudor Investment Corp
Connecticut
– – -168,051 Closed
JAG
138
Journey Advisory Group
Kentucky
– – -164,278 Closed
FG
139
Formula Growth
Quebec, Canada
– – -93,298 Closed
Jane Street
140
Jane Street
New York
– – -64,516 Closed
Balyasny Asset Management
141
Balyasny Asset Management
Illinois
– – -57,752 Closed
BHCM
142
Brevan Howard Capital Management
Jersey
– – -38,239 Closed
GCP
143
GSA Capital Partners
United Kingdom
– – -37,971 Closed
CM
144
Capula Management
Cayman Islands
– – -21,284 Closed
JSL
145
JT Stratford LLC
Georgia
– – -17,694 Closed
Nomura Holdings
146
Nomura Holdings
Japan
– – -17,530 Closed
CF
147
Corebridge Financial
Texas
– – -17,189 Closed
FRM
148
Fox Run Management
Connecticut
– – -17,021 Closed
EC
149
EntryPoint Capital
New York
– – -12,597 Closed
Allianz Asset Management
150
Allianz Asset Management
Germany
– – -11,900 Closed
3 4 5
6
7