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NerdWallet

139 hedge funds and large institutions have $301M invested in NerdWallet in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 27 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 27

81% more call options, than puts

Call options by funds: $3.85M | Put options by funds: $2.12M

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

21% more capital invested

Capital invested by funds: $249M → $301M (+$52.3M)

4% more funds holding

Funds holding: 134139 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.71% less ownership

Funds ownership: 64.77%64.06% (-0.71%)

Holders
139
Holders Change
+5
Holders Change %
+3.73%
% 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
27
Increased
62
Reduced
27
Closed
21
Calls
$3.85M
Puts
$2.12M
Net Calls
+$1.72M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
126
Harbour Investments
Wisconsin
$2.24K +$2.05K +204 New
AF
127
Allworth Financial
California
$1.93K +$1.47K +147 +507%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$1.89K +$1.73K +172 New
Jones Financial Companies
129
Jones Financial Companies
Missouri
$1.31K
VCM
130
Versant Capital Management
Arizona
$1.27K
SCM
131
Sterling Capital Management
North Carolina
$1.1K +$622 +62 +163%
RIL
132
Rothschild Investment LLC
Illinois
$1.04K +$953 +95 New
S
133
SignatureFD
Georgia
$998 +$501 +50 +122%
PFBT
134
Parkside Financial Bank & Trust
Missouri
$603 +$552 +55 New
PA
135
Parallel Advisors
California
$406 -$231 -23 -38%
Osaic Holdings
136
Osaic Holdings
Arizona
$274 -$60 -6 -19%
SS
137
SBI Securities
Japan
$274
OLVIG
138
Oliver Lagore Vanvalin Investment Group
Michigan
$163 +$181 +18 New
Raymond James Financial
139
Raymond James Financial
Florida
$77 +$70 +7 New
Tudor Investment Corp
140
Tudor Investment Corp
Connecticut
-$1.52M -168,051 Closed
JAG
141
Journey Advisory Group
Kentucky
-$1.49M -164,278 Closed
FG
142
Formula Growth
Quebec, Canada
-$844K -93,298 Closed
Jane Street
143
Jane Street
New York
-$647K -64,516 Closed
Balyasny Asset Management
144
Balyasny Asset Management
Illinois
-$523K -57,752 Closed
BHCM
145
Brevan Howard Capital Management
Jersey
-$346K -38,239 Closed
GCP
146
GSA Capital Partners
United Kingdom
-$344K -37,971 Closed
CM
147
Capula Management
Cayman Islands
-$193K -21,284 Closed
JSL
148
JT Stratford LLC
Georgia
-$160K -17,694 Closed
Nomura Holdings
149
Nomura Holdings
Japan
-$159K -17,530 Closed
CF
150
Corebridge Financial
Texas
-$156K -17,189 Closed

NRDS Hedge Fund Activity: Q2 2025 in Review

139 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in NerdWallet (NRDS) for Q2 2025, worth a combined $301M — up 21% from $249M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NRDS positions and 21 closed out — a net gain of 6 holders — while 62 added to existing stakes and 27 trimmed.

The largest buyer was BlackRock, adding an estimated $2.95M. The largest seller was Millennium Management, cutting an estimated $4.05M.

  • 139 institutional investors held NerdWallet (NRDS) as of Q2 2025, up from 134 in Q1 2025.
  • Funds reported $301M of NerdWallet stock for Q2 2025, up 21% quarter-over-quarter.
  • 27 funds opened new NerdWallet positions in Q2 2025 and 21 closed out, a net change of +6 holders.
  • The largest NerdWallet buyer in Q2 2025 was BlackRock, an estimated $2.95M added.
  • The largest NerdWallet seller in Q2 2025 was Millennium Management, an estimated $4.05M sold.

Based on aggregated 13F filings for Q2 2025.