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Nu Holdings

895 hedge funds and large institutions have $41.2B invested in Nu Holdings in 2026 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 322 increasing their positions, 318 reducing their positions, and 100 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:

1% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 318

0.29% less ownership

Funds ownership: 75.89%75.61% (-0.29%)

14% less capital invested

Capital invested by funds: $48.1B → $41.2B (-$6.91B)

Holders
895
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
70
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
SHGA
526
Sand Hill Global Advisors
California
$839K
BAM
527
Blueshift Asset Management
New Jersey
$828K
TWM
528
Tradition Wealth Management
Minnesota
$815K
NW
529
NewEdge Wealth
Pennsylvania
$799K
SFO
530
Stokes Family Office
Louisiana
$791K
STA
531
Summit Trail Advisors
New York
$782K
UAS
532
United Asset Strategies
New York
$779K
CWG
533
Cornerstone Wealth Group
North Carolina
$774K
MWC
534
MBM Wealth Consultants
Missouri
$768K
DWM
535
Diversify Wealth Management
Utah
$761K
WPC
536
Wedmont Private Capital
Pennsylvania
$757K
CS
537
Clear Street
New York
$755K
AFG
538
Atomi Financial Group
New York
$751K
CIBC World Market
539
CIBC World Market
Ontario, Canada
$745K
MC
540
Machina Capital
France
$742K
RAM
541
Ramirez Asset Management
New York
$729K
FPAS
542
Focus Partners Advisor Solutions
Missouri
$720K
LWAM
543
Legacy Wealth Asset Management
Minnesota
$716K
HS
544
HighVista Strategies
Massachusetts
$712K
IA
545
IFP Advisors
Florida
$710K
IAS
546
Insigneo Advisory Services
Florida
$709K
NVIM
547
New Vernon Investment Management
Illinois
$709K
PAS
548
Park Avenue Securities
New York
$698K
HWM
549
HB Wealth Management
Georgia
$695K
VCP
550
Verus Capital Partners
Arizona
$689K