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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 141 funds opening new positions, 321 increasing their positions, 224 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$880M
Puts
$661M
Net Calls
Net Calls Change

Top Buyers

1 +$197M
2 +$180M
3 +$168M
4
Jennison Associates
Jennison Associates
New York
+$159M
5
Goldman Sachs
Goldman Sachs
New York
+$144M

Top Sellers

1 -$949M
2 -$538M
3 -$499M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$306M
5
Morgan Stanley
Morgan Stanley
New York
-$226M
Name Holding Trade Value Shares
Change
Change in
Stake
SMF
626
Scott Marsh Financial
Utah
$206K
DADC
627
D.A. Davidson & Co
Montana
$205K
PNC
628
Park National Corp
Ohio
$201K
TA
629
Tectonic Advisors
Texas
$200K
Northwestern Mutual Wealth Management
630
Northwestern Mutual Wealth Management
Wisconsin
$200K
PWP
631
Private Wealth Partners
California
$191K
STA
632
Summit Trail Advisors
New York
$190K
MSFS
633
Main Street Financial Solutions
Pennsylvania
$187K
EIG
634
EdgePoint Investment Group
Ontario, Canada
$186K
ERIC
635
Eagle Rock Investment Company
Georgia
$186K
AIA
636
AssuredPartners Investment Advisors
Florida
$182K
PP
637
PDS Planning
Ohio
$179K
GM
638
GeoWealth Management
Illinois
$178K
SFS
639
Sowell Financial Services
Arkansas
$178K
WIA
640
World Investment Advisors
California
$176K
SRC
641
Shufro Rose & Co
New York
$175K
UCFA
642
United Capital Financial Advisors
Texas
$174K
DWM
643
Drive Wealth Management
Utah
$172K
PIM
644
Paradice Investment Management
Colorado
$172K
TWM
645
TriaGen Wealth Management
California
$172K
CWP
646
Core Wealth Partners
California
$172K
MTIM
647
Marathon Trading Investment Management
Pennsylvania
$167K
DBRC
648
D.B. Root & Company
Pennsylvania
$162K
FW
649
FullCircle Wealth
Texas
$162K
MOS
650
MGO One Seven
Ohio
$161K