Nu Holdings
709 hedge funds and large institutions have $30.1B invested in Nu Holdings in 2024 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 234 increasing their positions, 248 reducing their positions, and 84 closing their positions.
86% more first-time investments, than exits
New positions opened: 156 | Existing positions closed: 84
35% more call options, than puts
Call options by funds: $615M | Put options by funds: $457M
9% more funds holding
Funds holding: 649 → 709 (+60)
6% less repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 248
3.02% less ownership
Funds ownership: 81.79% → 78.77% (-3%)
13% less funds holding in top 10
Funds holding in top 10: 52 → 45 (-7)
27% less capital invested
Capital invested by funds: $41.1B → $30.1B (-$11B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$566M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$230M |
| 3 |
Coatue Management
New York
|
+$226M |
| 4 |
DCP
D1 Capital Partners
New York
|
+$198M |
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$198M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$802M |
| 2 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$615M |
| 3 |
SM
SCGE Management
Menlo Park,
California
|
-$326M |
| 4 |
WCM Investment Management
Laguna Beach,
California
|
-$291M |
| 5 |
SUT
SC US (TTGP)
Menlo Park,
California
|
-$221M |
NU Hedge Fund Activity: Q4 2024 in Review
709 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nu Holdings (NU) for Q4 2024, worth a combined $30.1B — down 27% from $41.1B a quarter earlier.
Buyers outnumbered sellers: 156 funds opened new NU positions and 84 closed out — a net gain of 72 holders — while 234 added to existing stakes and 248 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $566M. The largest seller was Jennison Associates, cutting an estimated $802M.
- 709 institutional investors held Nu Holdings (NU) as of Q4 2024, up from 649 in Q3 2024.
- Funds reported $30.1B of Nu Holdings stock for Q4 2024, down 27% quarter-over-quarter.
- 156 funds opened new Nu Holdings positions in Q4 2024 and 84 closed out, a net change of +72 holders.
- The largest Nu Holdings buyer in Q4 2024 was Morgan Stanley, an estimated $566M added.
- The largest Nu Holdings seller in Q4 2024 was Jennison Associates, an estimated $802M sold.
Based on aggregated 13F filings for Q4 2024.