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Nu Holdings

643 hedge funds and large institutions have $40.6B invested in Nu Holdings in 2024 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 211 increasing their positions, 235 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+41
Holders Change %
+6.81%
% of All Funds
9.3%
Holding in Top 10
52
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.86%
% of All Funds
0.75%
New
123
Increased
211
Reduced
235
Closed
78
Calls
$800M
Puts
$532M
Net Calls
+$268M
Net Calls Change
+$59.6M
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
376
Advisory Services Network
Georgia
$705K
TFS
377
Thoroughbred Financial Services
Tennessee
$696K -$2.05K -150 -0.3%
LWAM
378
Legacy Wealth Asset Management
Minnesota
$688K -$7.33K -537 -1%
CWG
379
C WorldWide Group
Denmark
$688K -$338K -24,799 -33%
SL
380
Siren LLC
Connecticut
$683K +$683K +50,000 New
PM
381
Penbrook Management
New York
$678K +$678K +49,690 New
AWS
382
Arkfeld Wealth Strategies
Nebraska
$678K -$3.97K -300 -0.6%
IPW
383
Impact Partnership Wealth
Georgia
$672K -$114K -8,372 -15%
UCFA
384
United Capital Financial Advisors
Texas
$670K -$8.93K -654 -1%
Carson Wealth (CWM LLC)
385
Carson Wealth (CWM LLC)
Nebraska
$650K -$2.93K -215 -0.4%
VAS
386
Vestmark Advisory Solutions
Massachusetts
$592K -$270K -19,788 -31%
IA
387
IFP Advisors
Florida
$591K +$49.6K +3,631 +9%
AFG
388
Atomi Financial Group
New York
$584K +$35.4K +2,596 +6%
HCA
389
Harbor Capital Advisors
Illinois
$581K +$581K +42,595 New
DWM
390
Dakota Wealth Management
Florida
$580K -$10.7K -786 -2%
HFM
391
Harvest Fund Management
China
$578K +$578K +42,310 New
VPIM
392
Vanguard Personalized Indexing Management
California
$575K +$104K +7,618 +22%
CC
393
Centiva Capital
New York
$568K +$568K +41,607 New
William Blair & Company
394
William Blair & Company
Illinois
$563K +$205K +14,984 +57%
WTC
395
WhitTier Trust Company
Nevada
$560K +$83.8K +6,140 +18%
EI
396
Ellevest Inc
New York
$558K +$133K +9,730 +31%
FA
397
FDx Advisors
Illinois
$554K -$18.1K -1,328 -3%
VCA
398
Verdence Capital Advisors
Maryland
$548K +$62.9K +4,606 +13%
EWA
399
Exencial Wealth Advisors
Oklahoma
$528K -$49.3K -3,613 -9%
CIS
400
Capital International Sarl
California
$528K -$211K -15,428 -29%