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NerdWallet

161 hedge funds and large institutions have $400M invested in NerdWallet in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,155% more call options, than puts

Call options by funds: $5.02M | Put options by funds: $400K

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

33% more capital invested

Capital invested by funds: $300M → $400M (+$99.3M)

25% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 48

11% more funds holding

Funds holding: 145161 (+16)

9.02% more ownership

Funds ownership: 62.98%72% (+9%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
161
Holders Change
+16
Holders Change %
+11.03%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
34
Increased
60
Reduced
48
Closed
18
Calls
$5.02M
Puts
$400K
Net Calls
+$4.62M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1
Topline Capital Management
California
$71.2M
Vanguard Group
2
Vanguard Group
Pennsylvania
$50.1M -$3.88M -296,318 -7%
BlackRock
3
BlackRock
New York
$42.7M +$1.53M +116,777 +4%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$18.5M +$3.02M +231,160 +20%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$15.8M +$720K +55,003 +5%
QOP
6
Quinn Opportunity Partners
Virginia
$14M -$646K -49,409 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$12.6M -$140K -10,662 -1%
State Street
8
State Street
Massachusetts
$12.5M +$377K +28,844 +3%
Prudential Financial
9
Prudential Financial
New Jersey
$10.9M +$9.2M +702,816 +670%
Renaissance Technologies
10
Renaissance Technologies
New York
$10.8M +$920K +70,337 +10%
Jacobs Levy Equity Management
11
Jacobs Levy Equity Management
New Jersey
$8.46M +$870K +66,467 +12%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$7.61M +$2.21M +168,671 +43%
Millennium Management
13
Millennium Management
New York
$7.3M +$6.52M +497,978 +1,231%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.03M -$4.82M -368,727 -42%
UBS Group
15
UBS Group
Switzerland
$6.63M +$2.2M +167,954 +52%
TI
16
Trexquant Investment
Connecticut
$6.08M -$131K -10,021 -2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$5.12M +$1.08M +82,274 +28%
N
18
Nuveen
North Carolina
$4.48M +$3.23M +247,157 +296%
Charles Schwab
19
Charles Schwab
California
$4.28M -$206K -15,708 -5%
Northern Trust
20
Northern Trust
Illinois
$4.21M -$321K -24,553 -7%
Los Angeles Capital Management
21
Los Angeles Capital Management
California
$3.93M -$212K -16,183 -5%
Jane Street
22
Jane Street
New York
$3.62M +$1.47M +112,097 +72%
NIG
23
NFJ Investment Group
Texas
$3.43M -$147K -11,215 -4%
Goldman Sachs
24
Goldman Sachs
New York
$3.39M +$1.33M +101,847 +69%
AllianceBernstein
25
AllianceBernstein
Tennessee
$3.33M +$1.07M +82,155 +50%

NRDS Hedge Fund Activity: Q4 2025 in Review

161 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in NerdWallet (NRDS) for Q4 2025, worth a combined $400M — up 33% from $300M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NRDS positions and 18 closed out — a net gain of 16 holders — while 60 added to existing stakes and 48 trimmed.

The largest buyer was Prudential Financial, adding an estimated $9.2M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), cutting an estimated $4.82M.

  • 161 institutional investors held NerdWallet (NRDS) as of Q4 2025, up from 145 in Q3 2025.
  • Funds reported $400M of NerdWallet stock for Q4 2025, up 33% quarter-over-quarter.
  • 34 funds opened new NerdWallet positions in Q4 2025 and 18 closed out, a net change of +16 holders.
  • The largest NerdWallet buyer in Q4 2025 was Prudential Financial, an estimated $9.2M added.
  • The largest NerdWallet seller in Q4 2025 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $4.82M sold.

Based on aggregated 13F filings for Q4 2025.