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Nu Holdings

350 hedge funds and large institutions have $20.2B invested in Nu Holdings in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 102 increasing their positions, 96 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+50
Holders Change %
+16.67%
% of All Funds
5.52%
Holding in Top 10
48
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+33.33%
% of All Funds
0.76%
New
89
Increased
102
Reduced
96
Closed
39
Calls
$393M
Puts
$364M
Net Calls
+$28.9M
Net Calls Change
-$61.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$15K +$8.88K +1,149 +145%
LF
327
Lee Financial
Texas
$13.6K
IA
328
IFP Advisors
Florida
$11.4K
GJIA
329
Glass Jacobson Investment Advisors
Maryland
$10.3K +$10.3K +1,300 New
PVH
330
Psagot Value Holdings
Israel
$9K +$9K +1,128 New
LWCFA
331
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.04K
GWSG
332
GPS Wealth Strategies Group
Colorado
$7.89K
GEA
333
Glen Eagle Advisors
New Jersey
$4.54K +$4.54K +575 New
FCA
334
FinTrust Capital Advisors
South Carolina
$4.44K
RDFA
335
Ritter Daniher Financial Advisory
Ohio
$3.95K
CAS
336
Coppell Advisory Solutions
Texas
$3.9K +$3.9K +500 New
VWM
337
Venturi Wealth Management
Texas
$3.76K +$3.76K +477 New
SWM
338
Spire Wealth Management
Virginia
$3.16K
HNB
339
Huntington National Bank
Ohio
$2.45K +$2.45K +311 New
BCMLT
340
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.37K
EWA
341
EverSource Wealth Advisors
Alabama
$1.63K +$844 +107 +108%
Point72 Asset Management
342
Point72 Asset Management
Connecticut
$1.54K -$24.5M -3,106,900 -100%
GRP
343
Global Retirement Partners
California
$1.41K
BIA
344
Bell Investment Advisors
California
$1.28K +$1.28K +162 New
FA
345
Financial Avengers
California
$505
PFBT
346
Parkside Financial Bank & Trust
Missouri
$253 +$253 +32 New
WOSD
347
WFA of San Diego
California
$198 +$198 +25 New
IRC
348
Investors Research Corp
Georgia
$158
PWMG
349
Prestige Wealth Management Group
New Jersey
$8
Canada Pension Plan Investment Board
350
Canada Pension Plan Investment Board
Ontario, Canada
-$18.6M -3,910,188 Closed