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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
MLM
551
Mount Lucas Management
Pennsylvania
$677K
PCS
552
Personal CFO Solutions
New Jersey
$676K
PHS
553
Pekin Hardy Strauss
Illinois
$673K
MCM
554
MAI Capital Management
Ohio
$659K
SA
555
Sanctuary Advisors
Indiana
$655K
DWM
556
Dakota Wealth Management
Florida
$654K
IWC
557
Integrated Wealth Concepts
Massachusetts
$650K
FC
558
Fore Capital
New York
$647K
SP
559
SIH Partners
Delaware
$646K
CMTU
560
Capital Markets Trading (UK)
United Kingdom
$627K
JCM
561
J2 Capital Management
Michigan
$627K
SYBT
562
Stock Yards Bank & Trust
Kentucky
$626K
CAM
563
Cresset Asset Management
Illinois
$624K
CFM
564
Catalyst Funds Management
Australia
$624K
ECM
565
ExodusPoint Capital Management
New York
$623K
LNWTC
566
Laird Norton Wetherby Trust Company
Washington
$606K
MFG
567
Merit Financial Group
Georgia
$603K
LMFP
568
Larry Mathis Financial Planning
Arizona
$597K
PWC
569
Pathfinder Wealth Consulting
North Carolina
$595K
KAS
570
Kestra Advisory Services
Texas
$591K
MWM
571
Modern Wealth Management
Kansas
$576K
AF
572
Advisornet Financial
Minnesota
$571K
HFM
573
Harvest Fund Management
China
$553K
BC
574
Bridgefront Capital
Texas
$551K
William Blair & Company
575
William Blair & Company
Illinois
$546K