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Nu Holdings

602 hedge funds and large institutions have $36.2B invested in Nu Holdings in 2024 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 258 increasing their positions, 171 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
Holders Change
+33
Holders Change %
+5.8%
% of All Funds
8.76%
Holding in Top 10
59
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.51%
% of All Funds
0.86%
New
103
Increased
258
Reduced
171
Closed
64
Calls
$622M
Puts
$414M
Net Calls
+$208M
Net Calls Change
-$82.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AC
501
ASB Consultores
Florida
$149K
AGC
502
Aspen Grove Capital
Colorado
$148K -$99.2K -7,695 -40%
BFG
503
Bleakley Financial Group
New Jersey
$147K -$17.4K -1,347 -11%
SW
504
Simplicity Wealth
New Jersey
$147K -$17.4K -1,347 -11%
SI
505
Stonekeep Investments
New Mexico
$146K +$146K +11,326 New
SMDAM
506
Sumitomo Mitsui DS Asset Management
Japan
$144K +$77 +6 +0.1%
SFO
507
Stokes Family Office
Louisiana
$142K
HWM
508
HB Wealth Management
Georgia
$140K +$140K +10,828 New
IEFM
509
IQ EQ Fund Management
Ireland
$137K -$210K -16,265 -60%
AAM
510
Aureus Asset Management
Massachusetts
$137K
SWS
511
SYSTM Wealth Solutions
Illinois
$137K -$404K -31,376 -75%
BRWA
512
B. Riley Wealth Advisors
Florida
$135K +$135K +10,488 New
PA
513
Parallel Advisors
California
$135K -$18.1K -1,404 -12%
AssetMark Inc
514
AssetMark Inc
California
$134K +$134K +10,427 New
BFEC
515
Benjamin F. Edwards & Company
Missouri
$134K -$36.6K -2,847 -21%
JWM
516
Jessup Wealth Management
Ohio
$133K -$107K -8,331 -45%
PIA
517
Powell Investment Advisors
Florida
$129K
RI
518
Ridgewood Investments
New Jersey
$118K +$118K +9,124 New
RIL
519
Rothschild Investment LLC
Illinois
$116K +$38.7K +3,000 +50%
TRCT
520
Tower Research Capital (TRC)
New York
$113K -$655K -50,810 -85%
NFSG
521
Newbridge Financial Services Group
Florida
$104K
OWA
522
Opal Wealth Advisors
New York
$88.2K +$88.2K +6,842 New
CH
523
Canton Hathaway
Rhode Island
$88K
WT
524
Washington Trust
Rhode Island
$87.3K
HNB
525
Hilltop National Bank
Wyoming
$86.3K +$5.09K +395 +6%