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Nu Holdings

724 hedge funds and large institutions have $28.5B invested in Nu Holdings in 2025 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 312 increasing their positions, 195 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+22
Holders Change %
+3.13%
% of All Funds
9.84%
Holding in Top 10
56
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+24.44%
% of All Funds
0.76%
New
136
Increased
312
Reduced
195
Closed
104
Calls
$520M
Puts
$409M
Net Calls
+$111M
Net Calls Change
-$47.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
501
Envestnet Portfolio Solutions
Illinois
$276K -$541K -52,788 -66%
WG
502
Winton Group
United Kingdom
$275K +$275K +26,824 New
VNIM
503
Vaughan Nelson Investment Management
Texas
$272K -$2.69M -262,505 -91%
IWC
504
Integrated Wealth Concepts
Massachusetts
$271K -$330K -32,231 -55%
DC
505
Davenport & Co
Virginia
$266K +$5.12K +500 +2%
ATN
506
AMF Tjänstepension
Sweden
$262K +$262K +25,603 New
CIS
507
Custom Index Systems
New York
$258K +$258K +25,242 New
LIM
508
Leavell Investment Management
Alabama
$254K +$254K +24,790 New
AWM
509
Apollon Wealth Management
South Carolina
$251K +$251K +24,552 New
SMA
510
Seven Mile Advisory
New Jersey
$251K +$625 +61 +0.2%
HWM
511
HB Wealth Management
Georgia
$250K +$69.4K +6,782 +38%
CM
512
Cercano Management
Washington
$249K
BS
513
Banco Santander
Spain
$246K +$51.3K +5,006 +26%
LFG
514
Larson Financial Group
Missouri
$242K +$227K +22,133 +1,433%
CAM
515
Cresset Asset Management
Illinois
$241K -$168K -16,454 -41%
VWM
516
Venturi Wealth Management
Texas
$239K +$48.4K +4,725 +25%
FWTB
517
First Western Trust Bank
Colorado
$234K -$399 -39 -0.2%
SC
518
Savant Capital
Illinois
$234K +$24.8K +2,417 +12%
CA
519
Claro Advisors
Massachusetts
$233K +$8.52K +832 +4%
ACM
520
Arlington Capital Management
Illinois
$232K -$14.3K -1,400 -6%
BFG
521
Bleakley Financial Group
New Jersey
$227K +$72.3K +7,065 +47%
ECM
522
Evergreen Capital Management
Washington
$225K +$8.97K +876 +4%
CCM
523
Coldstream Capital Management
Washington
$225K -$5.25K -513 -2%
CT
524
Chicago Trust
Illinois
$222K +$119K +11,630 +116%
TCA
525
Transcend Capital Advisors
New Jersey
$221K +$686 +67 +0.3%