NU icon

Nu Holdings

492 hedge funds and large institutions have $22.3B invested in Nu Holdings in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 182 increasing their positions, 124 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+91
Holders Change %
+22.69%
% of All Funds
7.21%
Holding in Top 10
52
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.45%
% of All Funds
0.76%
New
129
Increased
182
Reduced
124
Closed
30
Calls
$365M
Puts
$270M
Net Calls
+$95M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Shares
Change %
PS
451
Principal Securities
Iowa
$9.5K +$9.5K +1,140 New
LWCFA
452
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.77K
GWSG
453
GPS Wealth Strategies Group
Colorado
$8.33K
RP
454
Raelipskie Partnership
Ontario, Canada
$8.33K +$8.33K +1,000 New
SWS
455
SYSTM Wealth Solutions
Illinois
$7.93K +$7.93K +952 New
GI
456
GAMMA Investing
California
$7.53K +$7.53K +874 New
FFA
457
Farther Finance Advisors
California
$6.57K +$5.74K +689 +689%
GRP
458
Global Retirement Partners
California
$6.37K +$4.73K +516 +288%
PVH
459
Psagot Value Holdings
Israel
$6K +$27 +3 +0.4%
AF
460
Allworth Financial
California
$5.93K +$5.93K +712 New
Loomis, Sayles & Company
461
Loomis, Sayles & Company
Massachusetts
$5K +$5K +582 New
GEA
462
Glen Eagle Advisors
New Jersey
$4.79K
LFG
463
Larson Financial Group
Missouri
$4.58K +$4.58K +550 New
RDFA
464
Ritter Daniher Financial Advisory
Ohio
$4.17K
AWM
465
Avior Wealth Management
Nebraska
$3.98K
SWM
466
Spire Wealth Management
Virginia
$3.67K
National Bank of Canada
467
National Bank of Canada
Quebec, Canada
$3.5K
BIA
468
Bell Investment Advisors
California
$3K +$1.12K +134 +59%
PMFA
469
Plante Moran Financial Advisors
Michigan
$2.65K +$2.65K +318 New
EWA
470
EverSource Wealth Advisors
Alabama
$2.32K
VAG
471
VisionPoint Advisory Group
Texas
$2.29K +$2.29K +275 New
BCMLT
472
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.18K
FHA
473
First Horizon Advisors
Tennessee
$1.72K +$1.72K +206 New
PTC
474
Private Trust Company
Ohio
$1.13K +$1.13K +135 New
PFBT
475
Parkside Financial Bank & Trust
Missouri
$1.08K +$634 +76 +143%