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84 hedge funds and large institutions have $31.1M invested in Nerdy in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.69% more ownership

Funds ownership: 14.64%20.33% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 8884 (-4)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

29% less capital invested

Capital invested by funds: $43.7M → $31.1M (-$12.6M)

63% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 38

Holders
84
Holders Change
-4
Holders Change %
-4.55%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
14
Reduced
38
Closed
14
Calls
$36K
Puts
Net Calls
+$36K
Net Calls Change
-$63K
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
76
Arax Advisory Partners
Colorado
$521 +$592 +414 New
EWA
77
EverSource Wealth Advisors
Alabama
$329 -$210 -147 -36%
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$315
PA
79
Parallel Advisors
California
$256 -$1 -1 -0.5%
SCM
80
Sterling Capital Management
North Carolina
$179 -$56 -39 -22%
NECFA
81
New England Capital Financial Advisors
Connecticut
$109
SS
82
SBI Securities
Japan
$49 -$14 -10 -20%
TWD
83
True Wealth Design
Ohio
$19 -$43 -30 -67%
IA
84
IFP Advisors
Florida
$9 +$10 +7 New
RWM
85
Ritholtz Wealth Management
New York
-$457K -280,358 Closed
HF
86
HRT Financial
New York
-$212K -130,267 Closed
Citadel Advisors
87
Citadel Advisors
Florida
-$211K -129,183 Closed
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
-$136K -94,965 Closed
VF
89
Virtu Financial
New York
-$63K -38,611 Closed
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
-$52.8K -32,417 Closed
ZIM
91
Zacks Investment Management
Illinois
-$40.3K -24,751 Closed
JG
92
Jain Global
New York
-$26.9K -16,500 Closed
Prudential Financial
93
Prudential Financial
New Jersey
-$19.5K -11,985 Closed
FFP
94
FourThought Financial Partners
Florida
-$17.9K -10,990 Closed
Raymond James Financial
95
Raymond James Financial
Florida
-$2.81K -1,724 Closed
SHIM
96
Stone House Investment Management
Pennsylvania
-$1.63K -1,000 Closed
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
-$8 -5 Closed
HI
98
Harbour Investments
Wisconsin
-$5 -3 Closed

NRDY Hedge Fund Activity: Q3 2025 in Review

84 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Nerdy (NRDY) for Q3 2025, worth a combined $31.1M — down 29% from $43.7M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NRDY and 10 opened new positions — a net loss of 4 holders — while 38 trimmed existing stakes and 14 added.

The largest buyer was Moneta Group Investment Advisors, adding an estimated $215K. The largest seller was Ritholtz Wealth Management, exiting entirely with an estimated $457K sold.

  • 84 institutional investors held Nerdy (NRDY) as of Q3 2025, down from 88 in Q2 2025.
  • Funds reported $31.1M of Nerdy stock for Q3 2025, down 29% quarter-over-quarter.
  • 10 funds opened new Nerdy positions in Q3 2025 and 14 closed out, a net change of -4 holders.
  • The largest Nerdy buyer in Q3 2025 was Moneta Group Investment Advisors, an estimated $215K added.
  • The largest Nerdy seller in Q3 2025 was Ritholtz Wealth Management, an estimated $457K sold.

Based on aggregated 13F filings for Q3 2025.