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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
AF
76
Alerus Financial
North Dakota
$1.87K
Citigroup
77
Citigroup
New York
$1.4K -$1.75K -1,548 -53%
SS
78
SBI Securities
Japan
$1.21K +$1.27K +1,123 +2,879%
Optiver Holding
79
Optiver Holding
Netherlands
$1.13K
Comerica Bank
80
Comerica Bank
Texas
$1.06K -$95 -84 -8%
SCM
81
Sterling Capital Management
North Carolina
$396 +$269 +239 +168%
Nisa Investment Advisors
82
Nisa Investment Advisors
Missouri
$349 -$977 -867 -72%
EWA
83
EverSource Wealth Advisors
Alabama
$311 +$43 +38 +15%
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$260
PA
85
Parallel Advisors
California
$211
TFA
86
Transamerica Financial Advisors
Florida
$197 +$213 +189 New
FFA
87
Farther Finance Advisors
California
$104 +$113 +100 New
SFG
88
Strive Financial Group
Indiana
$104 +$113 +100 New
EP
89
Essential Partners
California
$40 +$43 +38 New
IA
90
IFP Advisors
Florida
$30 +$25 +22 +314%
AF
91
Allworth Financial
California
$10 +$10 +9 New
SS
92
Sunbelt Securities
Texas
$8 +$9 +8 New
RIL
93
Rothschild Investment LLC
Illinois
$5 +$6 +5 New
Marshall Wace
94
Marshall Wace
United Kingdom
-$111K -87,973 Closed
BJL
95
Brighton Jones LLC
Washington
-$62.1K -49,292 Closed
AIS
96
AM Investment Strategies
Tennessee
-$39K -31,140 Closed
MAM
97
Marotta Asset Management
Virginia
-$31K -25,000 Closed
GCM
98
Graham Capital Management
Connecticut
-$29.9K -23,765 Closed
RS
99
R Squared
Hong Kong
-$20.3K -16,093 Closed
Simplex Trading
100
Simplex Trading
Illinois
-$15.3K -13,575 Closed