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Nu Holdings
NU

Overview Fund Activity

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

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$2.72B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.7B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.38B
4
BlackRock
BlackRock
New York
$2.81B
5
OAG
Orbis Allan Gray
Bermuda
$151M

Top Sellers

1
SUT
SC US (TTGP)
California
$1.12B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$0
3
Coatue Management
Coatue Management
New York
$571M
4
Artisan Partners
Artisan Partners
Wisconsin
$165M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$5.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
551
Atria Wealth Solutions
New York
$162K +$162K +15,861 New
BFM
552
Boothbay Fund Management
New York
$161K +$44.9K +4,387 +39%
AIA
553
AssuredPartners Investment Advisors
Florida
$160K +$160K +15,659 New
FFN
554
Focus Financial Network
Minnesota
$158K +$158K +15,438 New
GGA
555
Granite Group Advisors
Connecticut
$158K – – –
CCM
556
Campbell Capital Management
Florida
$154K +$102K +10,000 +200%
DIG
557
Dauntless Investment Group
New Hampshire
$154K +$154K +15,000 New
WWM
558
Western Wealth Management
Colorado
$153K +$153K +14,898 New
Los Angeles Capital Management
559
Los Angeles Capital Management
California
$152K – – –
SSA
560
Schonfeld Strategic Advisors
New York
$152K +$152K +14,797 New
AssetMark Inc
561
AssetMark Inc
California
$151K -$33.9K -3,306 -18%
SC
562
Sepio Capital
Utah
$150K +$150K +14,696 New
PWM
563
Perigon Wealth Management
California
$150K +$11.6K +1,136 +8%
TA
564
Tectonic Advisors
Texas
$149K +$39.9K +3,893 +36%
STA
565
Summit Trail Advisors
New York
$149K +$149K +14,539 New
PNC
566
Park National Corp
Ohio
$146K -$5.16K -504 -3%
GLA
567
Good Life Advisors
Pennsylvania
$146K +$10.2K +1,000 +8%
PWP
568
Private Wealth Partners
California
$142K – – –
PA
569
Parallel Advisors
California
$140K +$16.1K +1,570 +13%
AM
570
AGF Management
Ontario, Canada
$139K +$1.39K +136 +1%
LI
571
LRI Investments
Florida
$138K -$28.1K -2,745 -17%
BP
572
Ballentine Partners
Massachusetts
$137K +$137K +13,405 New
C
573
Covestor
United Kingdom
$137K +$24.3K +2,372 +22%
SCP
574
Sivia Capital Partners
California
$137K +$137K +13,343 New
GSIAS
575
Garden State Investment Advisory Services
New Jersey
$134K +$134K +13,088 New
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