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Nu Holdings

643 hedge funds and large institutions have $40.6B invested in Nu Holdings in 2024 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 211 increasing their positions, 235 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+41
Holders Change %
+6.81%
% of All Funds
9.3%
Holding in Top 10
52
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.86%
% of All Funds
0.75%
New
123
Increased
211
Reduced
235
Closed
78
Calls
$800M
Puts
$532M
Net Calls
+$268M
Net Calls Change
+$59.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
526
Perigon Wealth Management
California
$168K -$8.27K -606 -5%
Connor, Clark & Lunn Investment Management (CC&L)
527
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$164K +$164K +12,011 New
SI
528
Stonekeep Investments
New Mexico
$162K +$7.66K +561 +5%
NYLIM
529
New York Life Investment Management
New York
$161K +$161K +11,773 New
OWM
530
OneAscent Wealth Management
Alabama
$160K -$94.7K -6,938 -37%
UB
531
UMB Bank
Missouri
$159K -$14.5K -1,060 -8%
S
532
SignatureFD
Georgia
$158K +$158K +11,590 New
AC
533
ASB Consultores
Florida
$158K
AGC
534
Aspen Grove Capital
Colorado
$157K
SFO
535
Stokes Family Office
Louisiana
$150K
WP
536
Woodline Partners
California
$148K +$148K +10,841 New
WSFS
537
Wilmington Savings Fund Society
Delaware
$148K +$148K +10,827 New
C
538
Covestor
United Kingdom
$146K -$14.7K -1,078 -9%
Allspring Global Investments
539
Allspring Global Investments
North Carolina
$145K -$53.1K -3,887 -27%
FTDI
540
First Trust Direct Indexing
Massachusetts
$142K +$142K +10,428 New
CMTU
541
Capital Markets Trading (UK)
United Kingdom
$142K +$142K +10,429 New
RWM
542
Ritholtz Wealth Management
New York
$141K +$141K +10,348 New
JWM
543
Jessup Wealth Management
Ohio
$140K
CT
544
Chicago Trust
Illinois
$137K +$137K +10,055 New
HWMC
545
Heritage Wealth Management (California)
California
$137K +$137K +10,031 New
AAM
546
Aureus Asset Management
Massachusetts
$137K -$8.04K -589 -6%
WJWM
547
Williams Jones Wealth Management
New York
$137K +$137K +10,000 New
SFP
548
Sweet Financial Partners
Minnesota
$137K +$137K +10,000 New
AWM
549
Avior Wealth Management
Nebraska
$136K +$46.5K +3,409 +52%
RIL
550
Rothschild Investment LLC
Illinois
$133K +$9.73K +713 +8%