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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

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

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
KCMH
26
Kontiki Capital Management (HK)
Hong Kong
$219M +$36.5M +2,741,700 +15%
Robeco Institutional Asset Management
27
Robeco Institutional Asset Management
Netherlands
$218M +$14.2M +1,067,992 +5%
SoftBank Group
28
SoftBank Group
Japan
$218M -$31M -2,334,366 -10%
Vanguard Group
29
Vanguard Group
Pennsylvania
$203M +$2.55M +191,369 +1%
UBS AM
30
UBS AM
Illinois
$199M +$67.6M +5,084,960 +36%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$188M +$230M +17,319,681 +2,194%
AllianceBernstein
32
AllianceBernstein
Tennessee
$187M +$22.8M +1,711,138 +10%
Invesco
33
Invesco
Georgia
$179M -$18M -1,349,957 -7%
Assenagon Asset Management
34
Assenagon Asset Management
Luxembourg
$166M +$117M +8,806,495 +122%
Capital International Investors
35
Capital International Investors
California
$161M -$147M -11,072,951 -42%
APM
36
a16z Perennial Management
California
$158M +$12.3M +926,000 +6%
DCP
37
D1 Capital Partners
New York
$154M +$198M +14,885,000 New
Citigroup
38
Citigroup
New York
$150M -$2.64M -198,458 -1%
UBS Group
39
UBS Group
Switzerland
$147M +$146M +10,985,147 +341%
AI
40
Advent International
Massachusetts
$144M – – –
Goldman Sachs
41
Goldman Sachs
New York
$143M -$158M -11,850,674 -46%
SEI Investments
42
SEI Investments
Pennsylvania
$141M -$43.1M -3,240,807 -19%
WA
43
Wasatch Advisors
Utah
$141M -$86.6M -6,511,218 -32%
Aberdeen Group
44
Aberdeen Group
United Kingdom
$136M +$22.8M +1,711,123 +15%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$133M -$13.5M -1,013,201 -7%
MC
46
Maverick Capital
Texas
$127M +$2.33M +175,365 +1%
American Century Companies
47
American Century Companies
Missouri
$120M -$34.4M -2,587,009 -18%
RM
48
Redpoint Management
California
$110M – – –
Jacobs Levy Equity Management
49
Jacobs Levy Equity Management
New Jersey
$110M +$16.6M +1,251,358 +13%
WU
50
Washington University
Missouri
$108M – – –
1
2
3 4 5

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.