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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 %
Allianz Asset Management
151
Allianz Asset Management
Germany
-$108K -11,900 Closed
RF
152
RHS Financial
California
-$99.9K -11,037 Closed
FFO
153
Fortitude Family Office
Arizona
-$3.28K -362 Closed
PWA
154
Physician Wealth Advisors
Utah
-$960 -106 Closed
ACM
155
Aster Capital Management
United Arab Emirates
-$449 -44 Closed
CCM
156
Coldstream Capital Management
Washington
-$109 -12 Closed