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NerdWallet

145 hedge funds and large institutions have $300M invested in NerdWallet in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more call options, than puts

Call options by funds: $2.12M | Put options by funds: $699K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

12% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 42

4% more funds holding

Funds holding: 139145 (+6)

0% less capital invested

Capital invested by funds: $301M → $300M (-$641K)

1.07% less ownership

Funds ownership: 64.06%62.98% (-1.1%)

Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
47
Reduced
42
Closed
23
Calls
$2.12M
Puts
$699K
Net Calls
+$1.42M
Net Calls Change
-$300K
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1
Topline Capital Management
California
$56.5M
Vanguard Group
2
Vanguard Group
Pennsylvania
$43M +$514K +48,205 +1%
BlackRock
3
BlackRock
New York
$32.7M +$1.33M +124,938 +4%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$12.2M +$2.5M +234,691 +26%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$12M +$191K +17,947 +2%
QOP
6
Quinn Opportunity Partners
Virginia
$11.7M -$220K -20,687 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$10.1M +$146K +13,680 +1%
State Street
8
State Street
Massachusetts
$9.61M +$357K +33,482 +4%
Connor, Clark & Lunn Investment Management (CC&L)
9
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.55M -$1.15M -108,212 -11%
Renaissance Technologies
10
Renaissance Technologies
New York
$7.85M -$512K -48,100 -6%
Jacobs Levy Equity Management
11
Jacobs Levy Equity Management
New Jersey
$6M -$67.3K -6,321 -1%
TI
12
Trexquant Investment
Connecticut
$4.94M +$2.21M +207,686 +83%
Citadel Advisors
13
Citadel Advisors
Florida
$4.67M -$781K -73,299 -14%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$4.22M -$336K -31,523 -7%
Morgan Stanley
15
Morgan Stanley
New York
$3.85M -$1.91M -178,928 -33%
Los Angeles Capital Management
16
Los Angeles Capital Management
California
$3.83M +$1.29M +120,681 +51%
Northern Trust
17
Northern Trust
Illinois
$3.61M +$50.2K +4,714 +1%
Charles Schwab
18
Charles Schwab
California
$3.57M +$126K +11,801 +4%
UBS Group
19
UBS Group
Switzerland
$3.46M +$1.64M +154,055 +92%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$3.18M +$359K +33,689 +13%
NIG
21
NFJ Investment Group
Texas
$2.85M +$2.82M +264,456 New
Tudor Investment Corp
22
Tudor Investment Corp
Connecticut
$2.81M +$2.78M +261,321 New
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$2.47M +$1.51M +141,659 +161%
AQR Capital Management
24
AQR Capital Management
Connecticut
$1.96M -$1.11M -103,731 -36%
YIH
25
Y-Intercept (HK)
Hong Kong
$1.92M +$582K +54,626 +44%

NRDS Hedge Fund Activity: Q3 2025 in Review

145 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in NerdWallet (NRDS) for Q3 2025, worth a combined $300M — down 0.21% from $301M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NRDS positions and 23 closed out — a net gain of 7 holders — while 47 added to existing stakes and 42 trimmed.

The largest buyer was NFJ Investment Group, opening a new position worth an estimated $2.82M. The largest seller was Millennium Management, cutting an estimated $4.5M.

  • 145 institutional investors held NerdWallet (NRDS) as of Q3 2025, up from 139 in Q2 2025.
  • Funds reported $300M of NerdWallet stock for Q3 2025, down 0.21% quarter-over-quarter.
  • 30 funds opened new NerdWallet positions in Q3 2025 and 23 closed out, a net change of +7 holders.
  • The largest NerdWallet buyer in Q3 2025 was NFJ Investment Group, an estimated $2.82M added.
  • The largest NerdWallet seller in Q3 2025 was Millennium Management, an estimated $4.5M sold.

Based on aggregated 13F filings for Q3 2025.