We are live on ! Find out more

93 hedge funds and large institutions have $24.6M invested in Nerdy in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

11% more funds holding

Funds holding: 8493 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.12% less ownership

Funds ownership: 20.33%19.21% (-1.1%)

21% less capital invested

Capital invested by funds: $31.1M → $24.6M (-$6.54M)

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
32
Reduced
22
Closed
14
Calls
$418K
Puts
Net Calls
+$418K
Net Calls Change
+$382K
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
51
SG Americas Securities
New York
$19K +$20.5K +18,197 New
SRF
52
Silver Rock Financial
California
$18.4K
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$17.2K +$418 +371 +2%
CA
54
Crewe Advisors
Utah
$15.6K +$16.9K +15,000 New
VPIM
55
Vanguard Personalized Indexing Management
California
$14.9K +$865 +767 +6%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$14.1K +$1.28K +1,135 +9%
TRCT
57
Tower Research Capital (TRC)
New York
$13.5K +$4.72K +4,189 +47%
BIG
58
Brooklyn Investment Group
New York
$13.5K +$14.3K +12,647 New
SA
59
Sanctuary Advisors
Indiana
$13.4K +$14.5K +12,885 New
AG
60
AlTi Global
New York
$12.5K +$65 +58 +0.5%
ProShare Advisors
61
ProShare Advisors
Maryland
$11.3K +$934 +829 +8%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$11K +$3.56K +3,161 +43%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$10K
Group One Trading
64
Group One Trading
Illinois
$9.23K +$5.57K +4,940 +126%
Legal & General Group
65
Legal & General Group
United Kingdom
$6.02K -$1.08K -960 -14%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$5.23K +$274 +243 +5%
CFB
67
Cullen/Frost Bankers
Texas
$5.2K +$5.64K +5,000 New
Jones Financial Companies
68
Jones Financial Companies
Missouri
$4.96K +$3.78K +3,357 +238%
AIP
69
Ameritas Investment Partners
Nebraska
$4.23K
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$3.8K -$1.83K -1,620 -31%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.11K +987 +46%
Osaic Holdings
72
Osaic Holdings
Arizona
$2.74K +$225 +200 +8%
APW
73
Aventura Private Wealth
Florida
$2.34K +$1.67K +1,480 +192%
MWA
74
Medallion Wealth Advisors
Connecticut
$2.05K
AB
75
Amalgamated Bank
New York
$2K -$914 -811 -30%