NU icon

Nu Holdings

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
Name Holding Trade Value Shares
Change
Shares
Change %
ECM
601
Eisler Capital Management
United Kingdom
$107K +$107K +10,499 New
EWA
602
EP Wealth Advisors
California
$106K +$106K +10,392 New
JWM
603
Jessup Wealth Management
Ohio
$105K
ERIC
604
Eagle Rock Investment Company
Georgia
$104K +$104K +10,144 New
CCM
605
CAAS Capital Management
New York
$104K +$104K +10,130 New
HWMC
606
Heritage Wealth Management (California)
California
$102K
ARC
607
Advisor Resource Council
Texas
$102K +$102K +10,000 New
UB
608
UMB Bank
Missouri
$94.7K -$12.1K -1,186 -11%
QL
609
Quarry LP
New York
$91.3K -$1.86K -182 -2%
SAM
610
Smartleaf Asset Management
Massachusetts
$90.3K +$30.5K +2,949 +51%
RI
611
Ridgewood Investments
New Jersey
$89.7K
HT
612
Headlands Technologies
Illinois
$88.1K +$88.1K +8,607 New
BCM
613
Berbice Capital Management
New York
$81.9K -$10.2K -1,000 -11%
NFSG
614
Newbridge Financial Services Group
Florida
$81.9K
MCM
615
MAI Capital Management
Ohio
$81.8K -$10.2K -1,000 -11%
WSFS
616
Wilmington Savings Fund Society
Delaware
$80.7K +$67.4K +6,585 +509%
GI
617
GAMMA Investing
California
$72.2K +$38.1K +3,723 +112%
CTC
618
Central Trust Company
Missouri
$68K +$66.6K +6,500 +4,643%
WA
619
Whipplewood Advisors
Colorado
$62.1K -$43.7K -2,478 -41%
Nisa Investment Advisors
620
Nisa Investment Advisors
Missouri
$61.4K +$61.4K +6,000 New
FWM
621
Focused Wealth Management
New York
$61.4K +$61.4K +6,000 New
OWA
622
Opal Wealth Advisors
New York
$58.9K +$58.9K +5,749 New
AA
623
Ancora Advisors
Ohio
$58.5K
C
624
Cliffwater
California
$56K
OCM
625
Orion Capital Management
California
$54.3K +$5.12K +500 +10%