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Nu Holdings

702 hedge funds and large institutions have $30.1B invested in Nu Holdings in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 230 increasing their positions, 246 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+59
Holders Change %
+9.18%
% 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
0.6%
New
155
Increased
230
Reduced
246
Closed
84
Calls
$615M
Puts
$457M
Net Calls
+$158M
Net Calls Change
-$109M
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
401
Integrated Wealth Concepts
Massachusetts
$608K +$347K +33,455 +133%
WMRU
402
William Marsh Rice University
Texas
$607K +$607K +58,616 New
EFMC
403
Empire Financial Management Company
New York
$607K +$607K +58,606 New
IPW
404
Impact Partnership Wealth
Georgia
$598K +$87.7K +8,467 +17%
SAM
405
Shell Asset Management
Netherlands
$597K +$597K +57,628 New
CG
406
Compass Group
New York
$595K +$399K +38,518 +203%
SIA
407
SkyView Investment Advisors
New Jersey
$593K +$593K +57,249 New
RWMG
408
Redwood Wealth Management Group
New Jersey
$582K +$582K +56,250 New
GCP
409
GSA Capital Partners
United Kingdom
$580K +$438K +42,343 +309%
AWS
410
Arkfeld Wealth Strategies
Nebraska
$579K +$11.1K +1,000 +2%
GC
411
Guggenheim Capital
Illinois
$572K +$279K +26,886 +95%
PCM
412
Prelude Capital Management
New York
$570K +$259K +25,000 +83%
AC
413
Avestar Capital
New York
$557K +$14K +1,353 +3%
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$554K +$60.6K +5,851 +12%
WTC
415
WhitTier Trust Company
Nevada
$551K +$126K +12,195 +30%
DF
416
DNCA Finance
France
$549K
PCS
417
Personal CFO Solutions
New Jersey
$539K -$105K -10,122 -16%
RS
418
Rakuten Securities
Japan
$520K +$271K +26,191 +109%
SL
419
Siren LLC
Connecticut
$518K
LWAM
420
Legacy Wealth Asset Management
Minnesota
$517K -$5.43K -524 -1%
PM
421
Penbrook Management
New York
$515K
MAM
422
Morse Asset Management
Connecticut
$509K -$100K -9,650 -16%
Walleye Capital
423
Walleye Capital
New York
$507K -$862K -83,165 -63%
CWG
424
C WorldWide Group
Denmark
$507K -$15.2K -1,467 -3%
PCM
425
Princeton Capital Management
New Jersey
$505K +$357K +34,479 +242%