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NerdWallet

161 hedge funds and large institutions have $400M invested in NerdWallet in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
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
$5.02M
Puts
$400K
Net Calls
Net Calls Change

Top Buyers

1 +$9.2M
2 +$6.52M
3 +$3.23M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.02M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.21M

Top Sellers

1 -$4.82M
2 -$3.99M
3 -$3.88M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$2.64M
5
Morgan Stanley
Morgan Stanley
New York
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$20.5K
AB
127
Amalgamated Bank
New York
$18K
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$16.1K
CA
129
CoreCap Advisors
Michigan
$12.2K
S
130
SignatureFD
Georgia
$9.65K
Federated Hermes
131
Federated Hermes
Pennsylvania
$8.69K
EP
132
Essential Partners
California
$8.33K
Osaic Holdings
133
Osaic Holdings
Arizona
$7.41K
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$5.66K
QCG
135
Quadrant Capital Group
Ohio
$5.62K
GI
136
GAMMA Investing
California
$5.6K
TWD
137
True Wealth Design
Ohio
$4.66K
SCM
138
Sterling Capital Management
North Carolina
$3.92K
SIS
139
Sound Income Strategies
Florida
$3.85K
SC
140
Stephens Consulting
Michigan
$3.59K
EWA
141
EverSource Wealth Advisors
Alabama
$3.31K
Jones Financial Companies
142
Jones Financial Companies
Missouri
$3.21K
Optiver Holding
143
Optiver Holding
Netherlands
$2.98K
AF
144
Allworth Financial
California
$2.4K
FFA
145
Farther Finance Advisors
California
$2.05K
VCM
146
Versant Capital Management
Arizona
$1.57K
RIL
147
Rothschild Investment LLC
Illinois
$1.3K
PWA
148
Physician Wealth Advisors
Utah
$1.29K
MAM
149
Marquette Asset Management
Minnesota
$1.25K
GRP
150
Global Retirement Partners
California
$1.07K