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NerdWallet

142 hedge funds and large institutions have $299M invested in NerdWallet in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.12M
Puts
$699K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
126
EverSource Wealth Advisors
Alabama
$2.63K
GI
127
GAMMA Investing
California
$2.46K
AF
128
Allworth Financial
California
$1.91K
Jones Financial Companies
129
Jones Financial Companies
Missouri
$1.32K
VCM
130
Versant Capital Management
Arizona
$1.25K
IA
131
IFP Advisors
Florida
$1.09K
SCM
132
Sterling Capital Management
North Carolina
$1.08K
PWA
133
Physician Wealth Advisors
Utah
$1.02K
RIL
134
Rothschild Investment LLC
Illinois
$1.02K
S
135
SignatureFD
Georgia
$979
PFBT
136
Parkside Financial Bank & Trust
Missouri
$592
Osaic Holdings
137
Osaic Holdings
Arizona
$580
PA
138
Parallel Advisors
California
$398
SS
139
SBI Securities
Japan
$377
FDCDDQ
140
Federation des caisses Desjardins du Quebec
Quebec, Canada
$269
US Bancorp
141
US Bancorp
Minnesota
$247
FFA
142
Farther Finance Advisors
California
$161
KLP
143
Kent Lake PR
Puerto Rico
Marshall Wace
144
Marshall Wace
United Kingdom
DFCM
145
Dark Forest Capital Management
Puerto Rico
Walleye Capital
146
Walleye Capital
New York
EGM
147
Engineers Gate Manager
New York
CC
148
Corton Capital
Ontario, Canada
ECM
149
ExodusPoint Capital Management
New York
CSS
150
Cubist Systematic Strategies
Connecticut