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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 %
PS
601
Principal Securities
Iowa
$12.1K -$355 -26 -3%
GWSA
602
Global Wealth Strategies & Associates
Colorado
$10.2K
HPC
603
HM Payson & Co
Maine
$9.23K +$9.23K +676 New
NRG
604
Nemes Rush Group
Michigan
$8.95K
WAS
605
Winch Advisory Services
Wisconsin
$8.19K
BIA
606
Bell Investment Advisors
California
$7.95K +$1.69K +124 +27%
EWA
607
EverSource Wealth Advisors
Alabama
$7.4K +$2.48K +182 +51%
CPA
608
Capital Performance Advisors
California
$7.08K +$7.08K +519 New
CAS
609
Coppell Advisory Solutions
Texas
$6.84K +$6.84K +493 New
PSB
610
Piscataqua Savings Bank
New Hampshire
$6.83K -$27.3K -2,000 -80%
CA
611
CoreCap Advisors
Michigan
$6.55K +$6.55K +480 New
TPCW
612
TD Private Client Wealth
New York
$6.42K
SWM
613
Spire Wealth Management
Virginia
$5.46K -$14 -1 -0.2%
HWM
614
Hemington Wealth Management
Virginia
$5K +$5K +370 New
AW
615
Avion Wealth
Texas
$5K +$5K +400 New
SS
616
Sunbelt Securities
Texas
$3.37K +$3.37K +247 New
GBT
617
Grove Bank & Trust
Florida
$3.26K +$3.26K +239 New
RDFA
618
Ritter Daniher Financial Advisory
Ohio
$2.73K -$4.1K -300 -60%
HWP
619
Highline Wealth Partners
California
$2.69K -$232 -17 -8%
CWC
620
Carolinas Wealth Consulting
North Carolina
$2.57K -$478 -35 -16%
AF
621
Allworth Financial
California
$2.34K +$2.34K +171 New
ATS
622
Ashton Thomas Securities
New York
$2.29K +$2.29K +168 New
GEA
623
Glen Eagle Advisors
New Jersey
$2.21K
FMTCOCP
624
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
PTC
625
Private Trust Company
Ohio
$1.58K -$68 -5 -4%