NerdWallet
NRDS
134 hedge funds and large institutions have $249M invested in NerdWallet in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 26 closing their positions.
31% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 26
5% more funds holding
Funds holding: 128 → 134 (+6)
3% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 39
5.31% less ownership
Funds ownership: 70.08% → 64.77% (-5.3%)
36% less capital invested
Capital invested by funds: $389M → $249M (-$141M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
89% less call options, than puts
Call options by funds: $2.23M | Put options by funds: $19.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QOP
Quinn Opportunity Partners
Charlottesville,
Virginia
|
+$3.12M |
| 2 |
Morgan Stanley
New York
|
+$2.8M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$2.44M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.34M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.9M |
| 2 |
AFCM
Alta Fox Capital Management
Fort Worth,
Texas
|
-$10.8M |
| 3 |
BCM
Basswood Capital Management
New York
|
-$3.88M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$3.79M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$3.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BJL
151
Brighton Jones LLC
Seattle,
Washington
| – | -$178K | -13,369 | Closed |
|
|
JG
152
Jain Global
New York
| – | -$159K | -11,921 | Closed |
|
|
PAS
153
Point72 Asia (Singapore)
Singapore
| – | -$140K | -10,517 | Closed |
|
|
AC
154
AXQ Capital
Jersey City,
New Jersey
| – | -$138K | -10,354 | Closed |
|
|
PD
155
Point72 (DIFC)
Dubai,
United Arab Emirates
| – | -$105K | -7,875 | Closed |
|
156
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$2.81K | -211 | Closed |
|
|
BIG
157
Brooklyn Investment Group
Brooklyn,
New York
| – | -$2.46K | -185 | Closed |
|
|
IA
158
IFP Advisors
Tampa,
Florida
| – | -$146 | -11 | Closed |
|
|
RIL
159
Rothschild Investment LLC
Chicago,
Illinois
| – | -$133 | -10 | Closed |
|
|
FFA
160
Farther Finance Advisors
San Francisco,
California
| – | -$67 | -5 | Closed |
|
NRDS Hedge Fund Activity: Q1 2025 in Review
134 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in NerdWallet (NRDS) for Q1 2025, worth a combined $249M — down 36% from $389M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new NRDS positions and 26 closed out — a net gain of 8 holders — while 38 added to existing stakes and 39 trimmed.
The largest buyer was Quinn Opportunity Partners, adding an estimated $3.12M. The largest seller was Fidelity Investments, cutting an estimated $13.9M.
- 134 institutional investors held NerdWallet (NRDS) as of Q1 2025, up from 128 in Q4 2024.
- Funds reported $249M of NerdWallet stock for Q1 2025, down 36% quarter-over-quarter.
- 34 funds opened new NerdWallet positions in Q1 2025 and 26 closed out, a net change of +8 holders.
- The largest NerdWallet buyer in Q1 2025 was Quinn Opportunity Partners, an estimated $3.12M added.
- The largest NerdWallet seller in Q1 2025 was Fidelity Investments, an estimated $13.9M sold.
Based on aggregated 13F filings for Q1 2025.