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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
139
Holders Change
+5
Holders Change %
+3.73%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
62
Reduced
27
Closed
21
Calls
$3.85M
Puts
$2.12M
Net Calls
+$1.72M
Net Calls Change
+$19M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.95M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$2.46M
3
Renaissance Technologies
Renaissance Technologies
New York
+$2.25M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.92M
5
KLP
Kent Lake PR
Puerto Rico
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$4.05M
2
N
Nuveen
North Carolina
-$3.1M
3
Marshall Wace
Marshall Wace
United Kingdom
-$3.07M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.72M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1
Topline Capital Management
California
$57.6M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$43.3M +$467K +46,558 +1%
BlackRock
3
BlackRock
New York
$32M +$2.95M +293,685 +11%
QOP
4
Quinn Opportunity Partners
Virginia
$12.1M -$503K -50,187 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$12M +$1.92M +191,823 +21%
Connor, Clark & Lunn Investment Management (CC&L)
6
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.9M +$299K +29,829 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$10.2M +$822K +81,986 +10%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$9.86M +$113K +11,310 +1%
State Street
9
State Street
Massachusetts
$9.43M -$71.5K -7,131 -0.8%
Renaissance Technologies
10
Renaissance Technologies
New York
$8.53M +$2.25M +224,300 +41%
Jacobs Levy Equity Management
11
Jacobs Levy Equity Management
New Jersey
$6.19M +$699K +69,727 +14%
Morgan Stanley
12
Morgan Stanley
New York
$5.88M -$852K -84,958 -14%
Citadel Advisors
13
Citadel Advisors
Florida
$5.56M -$1.72M -171,038 -25%
Millennium Management
14
Millennium Management
New York
$5.08M -$4.05M -403,937 -47%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$4.65M -$368K -36,687 -8%
Northern Trust
16
Northern Trust
Illinois
$3.63M +$40.1K +3,998 +1%
Charles Schwab
17
Charles Schwab
California
$3.51M +$247K +24,636 +8%
AQR Capital Management
18
AQR Capital Management
Connecticut
$3.13M +$2.46M +245,065 +606%
KLP
19
Kent Lake PR
Puerto Rico
$3.02M +$1.48M +147,466 +116%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$2.87M +$111K +11,082 +4%
TI
21
Trexquant Investment
Connecticut
$2.76M +$1.29M +128,564 +105%
Los Angeles Capital Management
22
Los Angeles Capital Management
California
$2.58M +$928K +92,487 +65%
CF
23
Centaurus Financial
California
$1.92M – – –
PP
24
PDT Partners
New York
$1.85M +$190K +18,988 +13%
UBS Group
25
UBS Group
Switzerland
$1.84M -$1.4M -139,840 -45%
1
2 3 4 5

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.