NRDS icon

NerdWallet

158 hedge funds and large institutions have $398M invested in NerdWallet in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
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
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$16.1K
CA
127
CoreCap Advisors
Michigan
$12.2K
S
128
SignatureFD
Georgia
$9.65K
Federated Hermes
129
Federated Hermes
Pennsylvania
$8.69K
Osaic Holdings
130
Osaic Holdings
Arizona
$7.41K
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$5.66K
QCG
132
Quadrant Capital Group
Ohio
$5.62K
GI
133
GAMMA Investing
California
$5.6K
TWD
134
True Wealth Design
Ohio
$4.66K
SCM
135
Sterling Capital Management
North Carolina
$3.92K
SIS
136
Sound Income Strategies
Florida
$3.85K
SC
137
Stephens Consulting
Michigan
$3.59K
EWA
138
EverSource Wealth Advisors
Alabama
$3.31K
Jones Financial Companies
139
Jones Financial Companies
Missouri
$3.21K
Optiver Holding
140
Optiver Holding
Netherlands
$2.98K
AF
141
Allworth Financial
California
$2.4K
FFA
142
Farther Finance Advisors
California
$2.05K
VCM
143
Versant Capital Management
Arizona
$1.57K
RIL
144
Rothschild Investment LLC
Illinois
$1.3K
PWA
145
Physician Wealth Advisors
Utah
$1.29K
MAM
146
Marquette Asset Management
Minnesota
$1.25K
GRP
147
Global Retirement Partners
California
$1.07K
MS
148
Monetary Solutions
Ohio
$1.02K
PFBT
149
Parkside Financial Bank & Trust
Missouri
$746
PA
150
Parallel Advisors
California
$650