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Nu Holdings
NU

649 hedge funds and large institutions have $41.1B invested in Nu Holdings in 2024 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 214 increasing their positions, 235 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 77

50% more call options, than puts

Call options by funds: $800M | Put options by funds: $532M

14% more capital invested

Capital invested by funds: $36.2B → $41.1B (+$4.94B)

7% more funds holding

Funds holding: 605 → 649 (+44)

5.56% more ownership

Funds ownership: 76.23% → 81.79% (+5.6%)

9% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 235

12% less funds holding in top 10

Funds holding in top 10: 59 → 52 (-7)

Holders
649
Holders Change
+44
Holders Change %
+7.27%
% of All Funds
9.32%
Holding in Top 10
52
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.86%
% of All Funds
0.75%
New
125
Increased
214
Reduced
235
Closed
77
Calls
$800M
Puts
$532M
Net Calls
+$268M
Net Calls Change
+$59.6M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.34B
2
State Street
State Street
Massachusetts
+$546M
3
Bank of America
Bank of America
North Carolina
+$441M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$410M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$325M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$522M
2
Jane Street
Jane Street
New York
-$401M
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$278M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$239M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$234M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
626
Carolinas Wealth Consulting
North Carolina
$2.57K -$471 -35 -16%
AF
627
Allworth Financial
California
$2.33K +$2.3K +171 New
ATS
628
Ashton Thomas Securities
New York
$2.29K +$2.26K +168 New
GEA
629
Glen Eagle Advisors
New Jersey
$2.21K – – –
FMTCOCP
630
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
PTC
631
Private Trust Company
Ohio
$1.58K -$67 -5 -4%
BCM
632
Blume Capital Management
California
$1.22K +$1.2K +89 New
SHIM
633
Stone House Investment Management
Pennsylvania
$1.06K +$1.05K +78 New
MCM
634
Manchester Capital Management
Vermont
$1.04K +$1.02K +76 New
FMP
635
Financial Management Professionals
Texas
$1K -$2K -149 -70%
RTC
636
Riverview Trust Company
Washington
$983 +$969 +72 New
KB
637
Kimelman & Baird
New York
$751 – – –
CA
638
Continuum Advisory
Idaho
$653 – – –
FNWA
639
Financial Network Wealth Advisors
Utah
$560 +$552 +41 New
JWA
640
JFS Wealth Advisors
Pennsylvania
$478 +$471 +35 New
AWM
641
Abound Wealth Management
Tennessee
$437 +$431 +32 New
SWS
642
SYSTM Wealth Solutions
Illinois
$383 -$142K -10,567 -100%
CPG
643
Cornerstone Planning Group
New Jersey
$360 +$309 +23 New
MG
644
Mather Group
Illinois
$355 – – –
WOSD
645
WFA of San Diego
California
$342 – – –
MCM
646
MV Capital Management
Maryland
$164 -$81 -6 -33%
AIC
647
Archer Investment Corporation
Indiana
$123 – – –
BIG
648
Brooklyn Investment Group
New York
$41 +$40 +3 New
DCP
649
D1 Capital Partners
New York
– -$188M -14,605,159 Closed
Qube Research & Technologies (QRT)
650
Qube Research & Technologies (QRT)
United Kingdom
– -$82.4M -6,395,823 Closed
24 25
26
27 28

NU Hedge Fund Activity: Q3 2024 in Review

649 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nu Holdings (NU) for Q3 2024, worth a combined $41.1B — up 14% from $36.2B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new NU positions and 77 closed out — a net gain of 48 holders — while 214 added to existing stakes and 235 trimmed.

The largest buyer was BlackRock, adding an estimated $2.34B. The largest seller was Millennium Management, cutting an estimated $522M.

  • 649 institutional investors held Nu Holdings (NU) as of Q3 2024, up from 605 in Q2 2024.
  • Funds reported $41.1B of Nu Holdings stock for Q3 2024, up 14% quarter-over-quarter.
  • 125 funds opened new Nu Holdings positions in Q3 2024 and 77 closed out, a net change of +48 holders.
  • The largest Nu Holdings buyer in Q3 2024 was BlackRock, an estimated $2.34B added.
  • The largest Nu Holdings seller in Q3 2024 was Millennium Management, an estimated $522M sold.

Based on aggregated 13F filings for Q3 2024.