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Nu Holdings

776 hedge funds and large institutions have $37.8B invested in Nu Holdings in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 321 increasing their positions, 224 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$880M
Puts
$661M
Net Calls
Net Calls Change

Top Buyers

1 +$197M
2 +$180M
3 +$168M
4
Jennison Associates
Jennison Associates
New York
+$159M
5
Goldman Sachs
Goldman Sachs
New York
+$144M

Top Sellers

1 -$949M
2 -$538M
3 -$499M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$306M
5
Morgan Stanley
Morgan Stanley
New York
-$226M
Name Holding Trade Value Shares
Change
Change in
Stake
IPW
476
Impact Partnership Wealth
Georgia
$773K
KAS
477
Kestra Advisory Services
Texas
$772K
UAS
478
United Asset Strategies
New York
$765K
SFO
479
Stokes Family Office
Louisiana
$755K
OGC
480
Oak Grove Capital
New Hampshire
$753K
AAM
481
Advisors Asset Management
Colorado
$745K
AFG
482
Atomi Financial Group
New York
$735K
TCM
483
Triumph Capital Management
Colorado
$704K
CWG
484
Cornerstone Wealth Group
North Carolina
$701K
AAB
485
ABN AMRO Bank
Netherlands
$698K
LWAM
486
Legacy Wealth Asset Management
Minnesota
$692K
CHAM
487
Clear Harbor Asset Management
Connecticut
$689K
TS
488
Triglav Skladi
Slovenia
$686K
MLM
489
Mount Lucas Management
Pennsylvania
$686K
DI
490
DKRT Investments
$686K
GIA
491
Gladstone Institutional Advisory
Florida
$679K
NVIM
492
New Vernon Investment Management
Illinois
$677K
Jones Financial Companies
493
Jones Financial Companies
Missouri
$673K
WorldQuant Millennium Advisors
494
WorldQuant Millennium Advisors
New York
$658K
BAM
495
Belpointe Asset Management
Nevada
$648K
FCA
496
Fortis Capital Advisors
Kansas
$648K
PCS
497
Personal CFO Solutions
New Jersey
$636K
PCM
498
Princeton Capital Management
New Jersey
$623K
IA
499
IFP Advisors
Florida
$612K
VCA
500
Verdence Capital Advisors
Maryland
$600K