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Nu Holdings
NU

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
709
Holders Change
+60
Holders Change %
+9.24%
% of All Funds
9.34%
Holding in Top 10
45
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.46%
% of All Funds
0.59%
New
156
Increased
234
Reduced
248
Closed
84
Calls
$615M
Puts
$457M
Net Calls
+$158M
Net Calls Change
-$109M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$566M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$230M
3
Coatue Management
Coatue Management
New York
+$226M
4
DCP
D1 Capital Partners
New York
+$198M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$198M

Top Sellers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
-$802M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$615M
3
SM
SCGE Management
California
-$326M
4
WCM Investment Management
WCM Investment Management
California
-$291M
5
SUT
SC US (TTGP)
California
-$221M
Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
276
Nissay Asset Management
Japan
$2.57M +$364K +27,394 +12%
US Bancorp
277
US Bancorp
Minnesota
$2.53M -$903K -67,866 -22%
BCM
278
Bayesian Capital Management
New York
$2.52M +$3.23M +243,000 New
NEI
279
Northwest & Ethical Investments
Ontario, Canada
$2.41M +$204K +15,351 +7%
DCM
280
Donaldson Capital Management
Indiana
$2.39M +$646K +48,562 +27%
EF
281
Empowered Funds
Pennsylvania
$2.34M +$551K +41,393 +22%
GIBU
282
Gulf International Bank (UK)
United Kingdom
$2.31M – – –
BSG
283
Black Swift Group
Colorado
$2.28M -$2.33M -175,250 -44%
MICM
284
Matthews International Capital Management
California
$2.26M -$3.04M -228,666 -51%
AB
285
Amalgamated Bank
New York
$2.24M +$70.2K +5,279 +3%
LNWWM
286
Laird Norton Wetherby Wealth Management
California
$2.19M -$136K -10,203 -5%
LA
287
LBP AM
France
$2.18M +$377K +28,375 +16%
DB
288
Danske Bank
Denmark
$2.09M -$57.2K -4,300 -2%
CC
289
Cederberg Capital
United Kingdom
$2.07M – – –
ECM
290
Engle Capital Management
Connecticut
$2.07M +$2.66M +200,000 New
RP
291
Regal Partners
Australia
$2.07M +$124K +9,348 +5%
MIM
292
MetLife Investment Management
New Jersey
$2.03M -$59.4K -4,468 -2%
Cetera Investment Advisers
293
Cetera Investment Advisers
Illinois
$2.01M +$146K +10,955 +6%
CIBC World Market
294
CIBC World Market
Ontario, Canada
$2M +$2.57M +193,152 New
ET
295
Equitable Trust
Tennessee
$1.93M -$547K -41,119 -18%
MCM
296
Moore Capital Management
New York
$1.93M +$2.47M +186,000 New
CCG
297
Cloverfields Capital Group
Minnesota
$1.93M +$222K +16,700 +10%
CWP
298
Capital Wealth Planning
Florida
$1.89M +$2.43M +182,623 New
TGCMU
299
Titan Global Capital Management USA
New York
$1.88M -$90.6K -6,815 -4%
NA
300
NewEdge Advisors
Louisiana
$1.84M +$714K +53,646 +43%
10 11
12
13 14

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.