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LendingTree
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178 hedge funds and large institutions have $547M invested in LendingTree in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $410M → $547M (+$137M)

2.18% more ownership

Funds ownership: 79.11% → 81.29% (+2.2%)

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

3% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 62

2% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $12.5M

1% more funds holding

Funds holding: 177 → 178 (+1)

Holders
178
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
64
Reduced
62
Closed
22
Calls
$12.8M
Puts
$12.5M
Net Calls
+$289K
Net Calls Change
+$6.44M

Top Buyers

Rank Fund Capital Flow
1
PCM
Portolan Capital Management
Massachusetts
+$19.5M
2
N
Nuveen
North Carolina
+$6.92M
3
Marshall Wace
Marshall Wace
United Kingdom
+$5.41M
4
Mariner
Mariner
Kansas
+$4.51M
5
Walleye Capital
Walleye Capital
New York
+$2.96M

Top Sellers

Rank Fund Capital Flow
1
SCM
Shenkman Capital Management
New York
-$6.55M
2
UBS Group
UBS Group
Switzerland
-$4.93M
3
CSS
Cubist Systematic Strategies
Connecticut
-$4.48M
4
Squarepoint
Squarepoint
New York
-$4.18M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$4.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
151
National Bank of Canada
Quebec, Canada
$1.81K +$1.6K +36 New
CIAM
152
Caitong International Asset Management
Hong Kong
$1.61K -$89 -2 -6%
TIM
153
Tortoise Investment Management
New York
$1.41K – – –
T
154
Transce3nd
Texas
$1.41K – – –
CA
155
CoreCap Advisors
Michigan
$1.36K +$936 +21 +350%
RIL
156
Rothschild Investment LLC
Illinois
$1.26K +$891 +20 +400%
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$1.21K – – –
HCP
158
Hexagon Capital Partners
Arkansas
$1.16K +$1.02K +23 New
SCM
159
Sterling Capital Management
North Carolina
$1.11K -$490 -11 -33%
CCM
160
Coldstream Capital Management
Washington
$654 +$579 +13 New
LFG
161
Larson Financial Group
Missouri
$603 +$535 +12 New
QCG
162
Quadrant Capital Group
Ohio
$553 +$490 +11 New
PA
163
Parallel Advisors
California
$503 – – –
PFBT
164
Parkside Financial Bank & Trust
Missouri
$503 +$445 +10 New
MG
165
Mather Group
Illinois
$452 – – –
FMII
166
Farmers & Merchants Investments Inc
Nebraska
$352 – – –
SC
167
Swan Capital
Florida
$352 – – –
MAS
168
MPWM Advisory Solutions
Georgia
$302 – – –
SC
169
Stephens Consulting
Michigan
$252 +$223 +5 New
CWP
170
Clark Wealth Partners
Illinois
$251 – – –
WT
171
Whittier Trust
California
$200 – – –
SRCM
172
Signature Resources Capital Management
California
$151 – – –
AAG
173
Armstrong Advisory Group
Massachusetts
$117 – – –
WTC
174
WhitTier Trust Company
Nevada
$50 – – –
Mirae Asset Global Investments
175
Mirae Asset Global Investments
South Korea
$45 +$98.8K +2,217 +4,927%
4 5 6
7
8

TREE Hedge Fund Activity: Q1 2025 in Review

178 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q1 2025, worth a combined $547M — up 34% from $410M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TREE positions and 22 closed out — a net gain of 1 holder — while 64 added to existing stakes and 62 trimmed.

The largest buyer was Portolan Capital Management, opening a new position worth an estimated $19.5M. The largest seller was Shenkman Capital Management, cutting an estimated $6.55M.

  • 178 institutional investors held LendingTree (TREE) as of Q1 2025, up from 177 in Q4 2024.
  • Funds reported $547M of LendingTree stock for Q1 2025, up 34% quarter-over-quarter.
  • 23 funds opened new LendingTree positions in Q1 2025 and 22 closed out, a net change of +1 holder.
  • The largest LendingTree buyer in Q1 2025 was Portolan Capital Management, an estimated $19.5M added.
  • The largest LendingTree seller in Q1 2025 was Shenkman Capital Management, an estimated $6.55M sold.

Based on aggregated 13F filings for Q1 2025.