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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 %
FT
501
Fiduciary Trust
Massachusetts
$215K +$215K +20,753 New
SC
502
Savant Capital
Illinois
$211K +$59K +5,693 +39%
1WM
503
1858 Wealth Management
Ohio
$209K +$209K +20,190 New
WOC
504
West Oak Capital
California
$202K +$202K +1,950 New
EWM
505
Empirical Wealth Management
Washington
$200K -$19.6K -1,888 -9%
AC
506
AXQ Capital
New Jersey
$198K +$198K +19,093 New
BS
507
Banco Santander
Spain
$197K -$18.5K -1,789 -9%
MGP
508
Metis Global Partners
California
$195K +$18.5K +1,783 +10%
VWM
509
Venturi Wealth Management
Texas
$193K -$62K -5,983 -24%
CSP
510
Cary Street Partners
Virginia
$192K +$192K +18,561 New
CP
511
Covenant Partners
Tennessee
$189K -$195K -18,816 -51%
AssetMark Inc
512
AssetMark Inc
California
$187K +$28.4K +2,744 +18%
PA
513
Pinnacle Associates
New York
$186K +$186K +17,970 New
HWM
514
HB Wealth Management
Georgia
$183K +$19.2K +1,852 +12%
MFIM
515
Mesirow Financial Investment Management
Illinois
$180K -$41.2K -3,980 -19%
EMFAT
516
Emerald Mutual Fund Advisers Trust
Pennsylvania
$179K
Jones Financial Companies
517
Jones Financial Companies
Missouri
$177K +$163K +15,754 +1,166%
SRC
518
Shufro Rose & Co
New York
$177K
Rafferty Asset Management
519
Rafferty Asset Management
New York
$173K +$173K +16,689 New
NWM
520
Northwest Wealth Management
Iowa
$172K +$172K +16,637 New
ACA
521
Aptus Capital Advisors
Alabama
$171K -$6.09K -588 -3%
PFU
522
Parus Finance (UK)
United Kingdom
$169K -$225K -21,750 -57%
OFS
523
OneAscent Financial Services
Alabama
$169K +$21.2K +2,043 +14%
LI
524
LRI Investments
Florida
$168K -$91K -8,783 -35%
KWM
525
Kolinsky Wealth Management
New Jersey
$165K -$53.1K -5,126 -24%