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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 %
TCM
1
Topline Capital Management
California
$57.6M
Vanguard Group
2
Vanguard Group
Pennsylvania
$43.3M +$511K +46,558 +1%
BlackRock
3
BlackRock
New York
$32M +$3.22M +293,685 +11%
QOP
4
Quinn Opportunity Partners
Virginia
$12.1M -$551K -50,187 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$12M +$2.1M +191,823 +21%
Connor, Clark & Lunn Investment Management (CC&L)
6
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.9M +$327K +29,829 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$10.2M +$899K +81,986 +10%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$9.86M +$124K +11,310 +1%
State Street
9
State Street
Massachusetts
$9.43M -$78.2K -7,131 -0.8%
Renaissance Technologies
10
Renaissance Technologies
New York
$8.53M +$2.46M +224,300 +41%
Jacobs Levy Equity Management
11
Jacobs Levy Equity Management
New Jersey
$6.19M +$765K +69,727 +14%
Morgan Stanley
12
Morgan Stanley
New York
$5.88M -$932K -84,958 -14%
Citadel Advisors
13
Citadel Advisors
Florida
$5.56M -$1.88M -171,038 -25%
Millennium Management
14
Millennium Management
New York
$5.08M -$4.43M -403,937 -47%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$4.65M -$402K -36,687 -8%
Northern Trust
16
Northern Trust
Illinois
$3.63M +$43.9K +3,998 +1%
Charles Schwab
17
Charles Schwab
California
$3.51M +$270K +24,636 +8%
AQR Capital Management
18
AQR Capital Management
Connecticut
$3.13M +$2.69M +245,065 +606%
KLP
19
Kent Lake PR
Puerto Rico
$3.02M +$1.62M +147,466 +116%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$2.87M +$122K +11,082 +4%
TI
21
Trexquant Investment
Connecticut
$2.76M +$1.41M +128,564 +105%
Los Angeles Capital Management
22
Los Angeles Capital Management
California
$2.58M +$1.01M +92,487 +65%
CF
23
Centaurus Financial
California
$1.92M
PP
24
PDT Partners
New York
$1.85M +$208K +18,988 +13%
UBS Group
25
UBS Group
Switzerland
$1.84M -$1.53M -139,840 -45%