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NerdWallet

158 hedge funds and large institutions have $316M invested in NerdWallet in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 161158 (-3)

21% less capital invested

Capital invested by funds: $400M → $316M (-$83.9M)

70% less call options, than puts

Call options by funds: $570K | Put options by funds: $1.89M

Holders
158
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
$570K
Puts
$1.89M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
CoreCap Advisors
Michigan
$9.34K
AF
127
Allworth Financial
California
$7.29K
VCM
128
Versant Capital Management
Arizona
$7.22K
EWA
129
EverSource Wealth Advisors
Alabama
$5.69K
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$5.04K
GI
131
GAMMA Investing
California
$4.67K
QCG
132
Quadrant Capital Group
Ohio
$4.5K
S
133
SignatureFD
Georgia
$4.47K
TWD
134
True Wealth Design
Ohio
$3.5K
Jones Financial Companies
135
Jones Financial Companies
Missouri
$3.07K
Optiver Holding
136
Optiver Holding
Netherlands
$2.95K
PA
137
Parallel Advisors
California
$2.85K
SCM
138
Sterling Capital Management
North Carolina
$2.67K
LFG
139
Larson Financial Group
Missouri
$2.53K
IA
140
IFP Advisors
Florida
$2.48K
AAP
141
Arax Advisory Partners
Colorado
$2.39K
RIL
142
Rothschild Investment LLC
Illinois
$2.16K
ZBNA
143
Zions Bancorporation, National Association
Utah
$1.71K
RFP
144
Root Financial Partners
California
$1.59K
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$1.46K
CIAM
146
Caitong International Asset Management
Hong Kong
$1.46K
NFSG
147
Newbridge Financial Services Group
Florida
$1.04K
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$872
MS
149
Monetary Solutions
Ohio
$779
FFA
150
Farther Finance Advisors
California
$756