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Nu Holdings

898 hedge funds and large institutions have $41.3B invested in Nu Holdings in 2026 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 324 increasing their positions, 318 reducing their positions, and 99 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:

2% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 318

0.22% less ownership

Funds ownership: 75.89%75.68% (-0.22%)

14% less capital invested

Capital invested by funds: $48.1B → $41.3B (-$6.87B)

Holders
898
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
71
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
EWM
601
Empirical Wealth Management
Washington
$429K
VT
602
Vise Technologies
New York
$426K
GM
603
GeoWealth Management
Illinois
$424K
CIS
604
Custom Index Systems
New York
$423K
LFG
605
Larson Financial Group
Missouri
$422K
CCM
606
Coldstream Capital Management
Washington
$421K
OIMU
607
Osmosis Investment Management UK
United Kingdom
$418K
NL
608
NWAM LLC
Washington
$416K
MAC
609
Mason & Associates (California)
California
$416K
Nisa Investment Advisors
610
Nisa Investment Advisors
Missouri
$415K
DWM
611
Dynasty Wealth Management
Florida
$411K
AC
612
Armistice Capital
New York
$409K
LIA
613
Limestone Investment Advisors
New York
$406K
DC
614
Davenport & Co
Virginia
$401K
PCM
615
Ping Capital Management
New York
$389K
FCM
616
Fortis Capital Management
Washington
$385K
FWTB
617
First Western Trust Bank
Colorado
$384K
PMAM
618
Picton Mahoney Asset Management
Ontario, Canada
$383K
ML
619
MLP3 LLC
New Jersey
$382K
LI
620
LRI Investments
Florida
$381K
HI
621
Horizon Investments
North Carolina
$379K
SSWM
622
Sheets Smith Wealth Management
North Carolina
$374K
AWA
623
Aaron Wealth Advisors
Illinois
$371K
P
624
&Partners
Tennessee
$371K
BWM
625
Bluebird Wealth Management
Massachusetts
$364K