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Nu Holdings

780 hedge funds and large institutions have $37.8B invested in Nu Holdings in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 324 increasing their positions, 225 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$880M
Puts
$661M
Net Calls
Net Calls Change

Top Buyers

1 +$197M
2 +$180M
3 +$168M
4
Jennison Associates
Jennison Associates
New York
+$159M
5
Goldman Sachs
Goldman Sachs
New York
+$144M

Top Sellers

1 -$949M
2 -$538M
3 -$499M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$306M
5
Morgan Stanley
Morgan Stanley
New York
-$226M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
526
Merit Financial Group
Georgia
$455K
CWM
527
Congress Wealth Management
Massachusetts
$453K
CM
528
Caption Management
Oklahoma
$451K
JCM
529
J2 Capital Management
Michigan
$451K
FA
530
FDx Advisors
Illinois
$450K
GWM
531
Gibbs Wealth Management
Georgia
$444K
PCM
532
Ping Capital Management
New York
$440K
NL
533
NWAM LLC
Washington
$437K
AWS
534
Atria Wealth Solutions
New York
$433K
BTI
535
Blue Trust Inc
Georgia
$433K
DWM
536
Dakota Wealth Management
Florida
$430K
CCM
537
Coldstream Capital Management
Washington
$421K
SC
538
Solstein Capital
California
$417K
GCP
539
GSA Capital Partners
United Kingdom
$410K
WJWM
540
Williams Jones Wealth Management
New York
$407K
TWM
541
Tradition Wealth Management
Minnesota
$406K
IWC
542
Integrated Wealth Concepts
Massachusetts
$404K
CIS
543
Custom Index Systems
New York
$403K
HTC
544
Hershey Trust Company
Pennsylvania
$399K
DFCM
545
Dark Forest Capital Management
Puerto Rico
$392K
AGM
546
Alpine Global Management
New York
$389K
LIM
547
Leavell Investment Management
Alabama
$386K
LI
548
LRI Investments
Florida
$379K
William Blair & Company
549
William Blair & Company
Illinois
$375K
AP
550
Americana Partners
Texas
$371K