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NerdWallet
NRDS

Overview Fund Activity

131 hedge funds and large institutions have $248M invested in NerdWallet in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+4
Holders Change %
+3.15%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
33
Increased
38
Reduced
38
Closed
26
Calls
$2.23M
Puts
$19.5M
Net Calls
-$17.3M
Net Calls Change
+$5.03M

Top Buyers

1
QOP
Quinn Opportunity Partners
Virginia
+$2.36M
2
Morgan Stanley
Morgan Stanley
New York
+$2.11M
3
Marshall Wace
Marshall Wace
United Kingdom
+$1.84M
4
UBS Group
UBS Group
Switzerland
+$1.77M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$1.52M

Top Sellers

1
AFCM
Alta Fox Capital Management
Texas
-$10.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.5M
3
CSS
Cubist Systematic Strategies
Connecticut
-$3M
4
BCM
Basswood Capital Management
New York
-$2.93M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
126
Sterling Capital Management
North Carolina
$344 +$54 +6 +19%
Osaic Holdings
127
Osaic Holdings
Arizona
$280 -$226 -25 -45%
AF
128
Allworth Financial
California
$264 +$264 +29 New
SS
129
SBI Securities
Japan
$226 – – –
CIAM
130
Caitong International Asset Management
Hong Kong
$145 +$145 +16 New
CCM
131
Coldstream Capital Management
Washington
$109 +$109 +12 New
AFCM
132
Alta Fox Capital Management
Texas
– -$10.8M -809,086 Closed
Norges Bank
133
Norges Bank
Norway
– -$3.79M -284,600 Closed
CSS
134
Cubist Systematic Strategies
Connecticut
– -$3M -225,310 Closed
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
– -$1.36M -101,939 Closed
Canada Pension Plan Investment Board
136
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.17M -87,900 Closed
JFG
137
Jefferies Financial Group
New York
– -$901K -67,725 Closed
JF
138
Jump Financial
Illinois
– -$799K -60,076 Closed
ACM
139
Aquatic Capital Management
Illinois
– -$676K -50,793 Closed
WAM
140
Weiss Asset Management
Massachusetts
– -$516K -38,772 Closed
BCM
141
Bayesian Capital Management
New York
– -$482K -36,261 Closed
HSBC Holdings
142
HSBC Holdings
United Kingdom
– -$354K -26,881 Closed
Point72 Asset Management
143
Point72 Asset Management
Connecticut
– -$323K -24,300 Closed
HF
144
HRT Financial
New York
– -$281K -21,199 Closed
MFIM
145
Mesirow Financial Investment Management
Illinois
– -$255K -19,154 Closed
Natixis Advisors
146
Natixis Advisors
Massachusetts
– -$212K -15,972 Closed
XT
147
XTX Topco
Cayman Islands
– -$194K -14,551 Closed
BJL
148
Brighton Jones LLC
Washington
– -$178K -13,369 Closed
JG
149
Jain Global
New York
– -$159K -11,921 Closed
PAS
150
Point72 Asia (Singapore)
Singapore
– -$140K -10,517 Closed
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