NRDS icon

NerdWallet
NRDS

Overview Fund Activity

131 hedge funds and large institutions have $248M invested in NerdWallet in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+4
Holders Change %
+3.15%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
33
Increased
38
Reduced
38
Closed
26
Calls
$2.23M
Puts
$19.5M
Net Calls
-$17.3M
Net Calls Change
+$5.03M

Top Buyers

1
QOP
Quinn Opportunity Partners
Virginia
+$2.36M
2
Morgan Stanley
Morgan Stanley
New York
+$2.11M
3
Marshall Wace
Marshall Wace
United Kingdom
+$1.84M
4
UBS Group
UBS Group
Switzerland
+$1.77M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$1.52M

Top Sellers

1
AFCM
Alta Fox Capital Management
Texas
-$10.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.5M
3
CSS
Cubist Systematic Strategies
Connecticut
-$3M
4
BCM
Basswood Capital Management
New York
-$2.93M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
1
Topline Capital Management
California
$47.5M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$35.3M +$629K +69,499 +2%
BlackRock
3
BlackRock
New York
$23.7M +$96.7K +10,686 +0.4%
QOP
4
Quinn Opportunity Partners
Virginia
$10.4M +$2.36M +260,588 +29%
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.74M +$523K +57,735 +6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$8.18M +$333K +36,785 +4%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$8.03M +$1.1M +121,119 +16%
Millennium Management
8
Millennium Management
New York
$7.85M +$1.51M +166,984 +24%
State Street
9
State Street
Massachusetts
$7.85M -$481K -53,132 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$7.64M +$160K +17,633 +2%
Citadel Advisors
11
Citadel Advisors
Florida
$6.14M +$926K +102,283 +18%
Morgan Stanley
12
Morgan Stanley
New York
$5.62M +$2.11M +233,368 +60%
Renaissance Technologies
13
Renaissance Technologies
New York
$5M -$1.72M -190,009 -26%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$4.48M -$674K -74,523 -13%
Marshall Wace
15
Marshall Wace
United Kingdom
$4.21M +$1.84M +203,356 +78%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$4.17M +$749K +82,764 +22%
NL
17
Nuveen LLC
North Carolina
$3.66M +$3.66M +404,478 New
Northern Trust
18
Northern Trust
Illinois
$2.96M -$24.2K -2,671 -0.8%
UBS Group
19
UBS Group
Switzerland
$2.78M +$1.77M +195,163 +174%
Charles Schwab
20
Charles Schwab
California
$2.67M -$33.7K -3,724 -1%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$2.27M -$10.5M -1,158,906 -82%
Goldman Sachs
22
Goldman Sachs
New York
$2.25M -$1.45M -160,757 -39%
Deutsche Bank
23
Deutsche Bank
Germany
$1.9M +$701K +77,432 +58%
CF
24
Centaurus Financial
California
$1.58M – – –
Tudor Investment Corp
25
Tudor Investment Corp
Connecticut
$1.52M +$1.52M +168,051 New
1
2 3 4 5