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Nerdy
NRDY

91 hedge funds and large institutions have $39.8M invested in Nerdy in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more call options, than puts

Call options by funds: $169K | Put options by funds: $40K

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.82% less ownership

Funds ownership: 24.56% → 23.74% (-0.82%)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

1% less funds holding

Funds holding: 92 → 91 (-1)

13% less capital invested

Capital invested by funds: $45.9M → $39.8M (-$6.13M)

25% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 32

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
24
Reduced
32
Closed
12
Calls
$169K
Puts
$40K
Net Calls
+$129K
Net Calls Change
+$45K

Top Buyers

Rank Fund Capital Flow
1
GCP
GSA Capital Partners
United Kingdom
+$769K
2
Morgan Stanley
Morgan Stanley
New York
+$756K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$282K
4
Millennium Management
Millennium Management
New York
+$255K
5
UBS Group
UBS Group
Switzerland
+$230K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$477K
2
Renaissance Technologies
Renaissance Technologies
New York
-$428K
3
CFG
Citizens Financial Group
Rhode Island
-$251K
4
SAM
Soviero Asset Management
New York
-$243K
5
QOP
Quinn Opportunity Partners
Virginia
-$200K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
76
Medallion Wealth Advisors
Connecticut
$2.79K – – –
SHIM
77
Stone House Investment Management
Pennsylvania
$1.63K +$1.93K +1,150 New
Comerica Bank
78
Comerica Bank
Texas
$1.57K – – –
MWA
79
Moser Wealth Advisors
Washington
$1.33K – – –
WTA
80
Washington Trust Advisors
Massachusetts
$1.3K – – –
CCM
81
Coldstream Capital Management
Washington
$1.23K +$1.45K +862 New
Osaic Holdings
82
Osaic Holdings
Arizona
$1.09K -$9.27K -5,512 -88%
IA
83
IFP Advisors
Florida
$888 – – –
EWA
84
EverSource Wealth Advisors
Alabama
$809 +$959 +570 New
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$313 – – –
LFG
86
Larson Financial Group
Missouri
$271 +$321 +191 New
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$246 +$283 +168 +3,360%
SS
88
SBI Securities
Japan
$133 +$29 +17 +22%
NECFA
89
New England Capital Financial Advisors
Connecticut
$123 – – –
SCM
90
Sterling Capital Management
North Carolina
$105 – – –
TWD
91
True Wealth Design
Ohio
$37 +$44 +26 New
Citadel Advisors
92
Citadel Advisors
Florida
– -$477K -283,708 Closed
CFG
93
Citizens Financial Group
Rhode Island
– -$251K -155,000 Closed
SAM
94
Soviero Asset Management
New York
– -$243K -150,000 Closed
SIG
95
Sargent Investment Group
Maryland
– -$153K -100,000 Closed
NA
96
NewEdge Advisors
Louisiana
– -$130K -80,000 Closed
BCM
97
Bayesian Capital Management
New York
– -$51K -31,491 Closed
QT
98
Quantbot Technologies
New York
– -$46.3K -28,550 Closed
WG
99
Winton Group
United Kingdom
– -$40.2K -24,811 Closed
VF
100
Virtu Financial
New York
– -$38K -23,294 Closed
1 2 3
4
5

NRDY Hedge Fund Activity: Q1 2025 in Review

91 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Nerdy (NRDY) for Q1 2025, worth a combined $39.8M — down 13% from $45.9M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NRDY and 11 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 24 added.

The largest buyer was GSA Capital Partners, opening a new position worth an estimated $769K. The largest seller was Citadel Advisors, exiting entirely with an estimated $477K sold.

  • 91 institutional investors held Nerdy (NRDY) as of Q1 2025, down from 92 in Q4 2024.
  • Funds reported $39.8M of Nerdy stock for Q1 2025, down 13% quarter-over-quarter.
  • 11 funds opened new Nerdy positions in Q1 2025 and 12 closed out, a net change of -1 holder.
  • The largest Nerdy buyer in Q1 2025 was GSA Capital Partners, an estimated $769K added.
  • The largest Nerdy seller in Q1 2025 was Citadel Advisors, an estimated $477K sold.

Based on aggregated 13F filings for Q1 2025.