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Nu Holdings

776 hedge funds and large institutions have $37.8B invested in Nu Holdings in 2025 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 318 increasing their positions, 225 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
+52
Holders Change %
+7.18%
% of All Funds
10.41%
Holding in Top 10
59
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.36%
% of All Funds
0.79%
New
143
Increased
318
Reduced
225
Closed
80
Calls
$806M
Puts
$661M
Net Calls
+$146M
Net Calls Change
+$34.8M
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
626
D.A. Davidson & Co
Montana
$205K -$242K -17,650 -54%
PNC
627
Park National Corp
Ohio
$201K +$5.46K +398 +3%
TA
628
Tectonic Advisors
Texas
$200K -$41 -3 -0%
Northwestern Mutual Wealth Management
629
Northwestern Mutual Wealth Management
Wisconsin
$200K -$32.7K -2,382 -14%
PWP
630
Private Wealth Partners
California
$191K
STA
631
Summit Trail Advisors
New York
$190K -$9.54K -695 -5%
MSFS
632
Main Street Financial Solutions
Pennsylvania
$187K +$187K +13,627 New
EIG
633
EdgePoint Investment Group
Ontario, Canada
$186K +$186K +13,573 New
ERIC
634
Eagle Rock Investment Company
Georgia
$186K +$46.6K +3,396 +33%
AIA
635
AssuredPartners Investment Advisors
Florida
$182K -$32.8K -2,393 -15%
PP
636
PDS Planning
Ohio
$179K +$26.2K +1,909 +17%
GM
637
GeoWealth Management
Illinois
$178K +$137K +9,994 +337%
SFS
638
Sowell Financial Services
Arkansas
$178K +$4.03K +294 +2%
WIA
639
World Investment Advisors
California
$176K +$176K +12,827 New
SRC
640
Shufro Rose & Co
New York
$175K
UCFA
641
United Capital Financial Advisors
Texas
$174K -$5.08K -370 -3%
DWM
642
Drive Wealth Management
Utah
$172K +$172K +12,569 New
PIM
643
Paradice Investment Management
Colorado
$172K +$2.52K +184 +1%
TWM
644
TriaGen Wealth Management
California
$172K
CWP
645
Core Wealth Partners
California
$172K +$13.7K +1,000 +9%
MTIM
646
Marathon Trading Investment Management
Pennsylvania
$167K -$244K -17,800 -59%
DBRC
647
D.B. Root & Company
Pennsylvania
$162K +$162K +11,832 New
FW
648
FullCircle Wealth
Texas
$162K -$4.67K -388 -3%
MOS
649
MGO One Seven
Ohio
$161K +$161K +11,729 New
AAP
650
Arax Advisory Partners
Colorado
$156K -$3.13K -228 -2%