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Nu Holdings

898 hedge funds and large institutions have $41.3B invested in Nu Holdings in 2026 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 324 increasing their positions, 318 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 318

0.22% less ownership

Funds ownership: 75.89%75.68% (-0.22%)

14% less capital invested

Capital invested by funds: $48.1B → $41.3B (-$6.87B)

Holders
898
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
71
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$735M
Puts
$566M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCIG
526
Partners Capital Investment Group
Massachusetts
$848K
SHGA
527
Sand Hill Global Advisors
California
$839K
BAM
528
Blueshift Asset Management
New Jersey
$828K
TWM
529
Tradition Wealth Management
Minnesota
$815K
NW
530
NewEdge Wealth
Pennsylvania
$799K
SFO
531
Stokes Family Office
Louisiana
$791K
STA
532
Summit Trail Advisors
New York
$782K
UAS
533
United Asset Strategies
New York
$779K
CWG
534
Cornerstone Wealth Group
North Carolina
$774K
MWC
535
MBM Wealth Consultants
Missouri
$768K
DWM
536
Diversify Wealth Management
Utah
$761K
WPC
537
Wedmont Private Capital
Pennsylvania
$757K
CS
538
Clear Street
New York
$755K
AFG
539
Atomi Financial Group
New York
$751K
CIBC World Market
540
CIBC World Market
Ontario, Canada
$745K
MC
541
Machina Capital
France
$742K
HC
542
Henshaw Capital
Massachusetts
$739K
RAM
543
Ramirez Asset Management
New York
$729K
FPAS
544
Focus Partners Advisor Solutions
Missouri
$720K
LWAM
545
Legacy Wealth Asset Management
Minnesota
$716K
HS
546
HighVista Strategies
Massachusetts
$712K
IA
547
IFP Advisors
Florida
$710K
IAS
548
Insigneo Advisory Services
Florida
$709K
NVIM
549
New Vernon Investment Management
Illinois
$709K
PAS
550
Park Avenue Securities
New York
$698K