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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
CIS
601
Custom Index Systems
New York
$423K
LFG
602
Larson Financial Group
Missouri
$422K
CCM
603
Coldstream Capital Management
Washington
$421K
OIMU
604
Osmosis Investment Management UK
United Kingdom
$418K
NL
605
NWAM LLC
Washington
$416K
MAC
606
Mason & Associates (California)
California
$416K
Nisa Investment Advisors
607
Nisa Investment Advisors
Missouri
$415K
DWM
608
Dynasty Wealth Management
Florida
$411K
AC
609
Armistice Capital
New York
$409K
LIA
610
Limestone Investment Advisors
New York
$406K
DC
611
Davenport & Co
Virginia
$401K
PCM
612
Ping Capital Management
New York
$389K
FCM
613
Fortis Capital Management
Washington
$385K
FWTB
614
First Western Trust Bank
Colorado
$384K
PMAM
615
Picton Mahoney Asset Management
Ontario, Canada
$383K
ML
616
MLP3 LLC
New Jersey
$382K
LI
617
LRI Investments
Florida
$381K
HI
618
Horizon Investments
North Carolina
$379K
SSWM
619
Sheets Smith Wealth Management
North Carolina
$374K
AWA
620
Aaron Wealth Advisors
Illinois
$371K
P
621
&Partners
Tennessee
$371K
BWM
622
Bluebird Wealth Management
Massachusetts
$364K
VWM
623
Venturi Wealth Management
Texas
$360K
IP
624
Indivisible Partners
Florida
$360K
DI
625
DKRT Investments
$359K