NerdWallet
NRDS
139 hedge funds and large institutions have $301M invested in NerdWallet in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 27 reducing their positions, and 21 closing their positions.
130% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 27
81% more call options, than puts
Call options by funds: $3.85M | Put options by funds: $2.12M
29% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 21
21% more capital invested
Capital invested by funds: $249M → $301M (+$52.3M)
4% more funds holding
Funds holding: 134 → 139 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.71% less ownership
Funds ownership: 64.77% → 64.06% (-0.71%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.95M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.46M |
| 3 |
Renaissance Technologies
New York
|
+$2.25M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.92M |
| 5 |
KLP
Kent Lake PR
Anasco,
Puerto Rico
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$4.05M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$3.1M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$3.07M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.72M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$1.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FRM
151
Fox Run Management
Greenwich,
Connecticut
| – | -$154K | -17,021 | Closed |
|
|
CAM
152
Cresset Asset Management
Chicago,
Illinois
| – | -$149K | -16,448 | Closed |
|
|
EC
153
EntryPoint Capital
New York
| – | -$114K | -12,597 | Closed |
|
|
EPIM
154
Evelyn Partners Investment Management
London,
| – | -$113K | -12,450 | Closed |
|
155
Allianz Asset Management
Munich,
Germany
| – | -$108K | -11,900 | Closed |
|
|
RF
156
RHS Financial
San Francisco,
California
| – | -$99.9K | -11,037 | Closed |
|
|
FFO
157
Fortitude Family Office
Scottsdale,
Arizona
| – | -$3.28K | -362 | Closed |
|
|
PWA
158
Physician Wealth Advisors
Midvale,
Utah
| – | -$960 | -106 | Closed |
|
|
ACM
159
Aster Capital Management
Dubai,
United Arab Emirates
| – | -$449 | -44 | Closed |
|
|
CCM
160
Coldstream Capital Management
Bellevue,
Washington
| – | -$109 | -12 | Closed |
|
NRDS Hedge Fund Activity: Q2 2025 in Review
139 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in NerdWallet (NRDS) for Q2 2025, worth a combined $301M — up 21% from $249M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new NRDS positions and 21 closed out — a net gain of 6 holders — while 62 added to existing stakes and 27 trimmed.
The largest buyer was BlackRock, adding an estimated $2.95M. The largest seller was Millennium Management, cutting an estimated $4.05M.
- 139 institutional investors held NerdWallet (NRDS) as of Q2 2025, up from 134 in Q1 2025.
- Funds reported $301M of NerdWallet stock for Q2 2025, up 21% quarter-over-quarter.
- 27 funds opened new NerdWallet positions in Q2 2025 and 21 closed out, a net change of +6 holders.
- The largest NerdWallet buyer in Q2 2025 was BlackRock, an estimated $2.95M added.
- The largest NerdWallet seller in Q2 2025 was Millennium Management, an estimated $4.05M sold.
Based on aggregated 13F filings for Q2 2025.