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NerdWallet

137 hedge funds and large institutions have $300M invested in NerdWallet in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 28 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+6
Holders Change %
+4.58%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
61
Reduced
28
Closed
19
Calls
$3.85M
Puts
$2.12M
Net Calls
+$1.72M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$1.89K +$1.89K +172 New
Jones Financial Companies
127
Jones Financial Companies
Missouri
$1.31K
VCM
128
Versant Capital Management
Arizona
$1.27K
SCM
129
Sterling Capital Management
North Carolina
$1.1K +$680 +62 +163%
RIL
130
Rothschild Investment LLC
Illinois
$1.04K +$1.04K +95 New
S
131
SignatureFD
Georgia
$998 +$548 +50 +122%
PFBT
132
Parkside Financial Bank & Trust
Missouri
$603 +$603 +55 New
PA
133
Parallel Advisors
California
$406 -$252 -23 -38%
Osaic Holdings
134
Osaic Holdings
Arizona
$332 -$80 -6 -19%
SS
135
SBI Securities
Japan
$274
OLVIG
136
Oliver Lagore Vanvalin Investment Group
Michigan
$163 +$163 +18 New
Raymond James Financial
137
Raymond James Financial
Florida
$77 +$77 +7 New
Tudor Investment Corp
138
Tudor Investment Corp
Connecticut
-$1.52M -168,051 Closed
JAG
139
Journey Advisory Group
Kentucky
-$1.49M -164,278 Closed
FG
140
Formula Growth
Quebec, Canada
-$844K -93,298 Closed
Jane Street
141
Jane Street
New York
-$584K -64,516 Closed
Balyasny Asset Management
142
Balyasny Asset Management
Illinois
-$523K -57,752 Closed
BHCM
143
Brevan Howard Capital Management
Jersey
-$346K -38,239 Closed
GCP
144
GSA Capital Partners
United Kingdom
-$344K -37,971 Closed
CM
145
Capula Management
Cayman Islands
-$193K -21,284 Closed
JSL
146
JT Stratford LLC
Georgia
-$160K -17,694 Closed
Nomura Holdings
147
Nomura Holdings
Japan
-$159K -17,530 Closed
CF
148
Corebridge Financial
Texas
-$156K -17,189 Closed
FRM
149
Fox Run Management
Connecticut
-$154K -17,021 Closed
EC
150
EntryPoint Capital
New York
-$114K -12,597 Closed