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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
10.42%
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 %
C
651
Covestor
United Kingdom
$155K -$28.5K -2,073 -16%
HFM
652
Harvest Fund Management
China
$155K +$113K +8,204 +268%
SI
653
Stonekeep Investments
New Mexico
$155K -$5.69K -415 -4%
PA
654
Pinnacle Associates
New York
$153K -$95.5K -6,962 -38%
UB
655
UMB Bank
Missouri
$152K +$25.5K +1,862 +20%
QIM
656
Quantitative Investment Management
Virginia
$149K +$149K +10,863 New
AG
657
Ascent Group
Virginia
$148K -$15.5K -1,130 -9%
DAM
658
Delta Asset Management
Tennessee
$147K
AGC
659
Aspen Grove Capital
Colorado
$144K +$144K +10,511 New
AT
660
American Trust
Kentucky
$140K +$140K +10,190 New
GKWIM
661
Gerber Kawasaki Wealth & Investment Management
California
$139K +$139K +10,144 New
GSIAS
662
Garden State Investment Advisory Services
New Jersey
$138K -$41.2K -3,000 -23%
HWMC
663
Heritage Wealth Management (California)
California
$137K
GI
664
GAMMA Investing
California
$134K +$37.1K +2,705 +38%
RI
665
Ridgewood Investments
New Jersey
$120K
MCM
666
MAI Capital Management
Ohio
$117K +$7.2K +525 +7%
AssetMark Inc
667
AssetMark Inc
California
$112K -$89.8K -6,544 -44%
NFSG
668
Newbridge Financial Services Group
Florida
$110K
BCM
669
Berbice Capital Management
New York
$110K
VFA
670
Valeo Financial Advisors
Indiana
$104K +$104K +64,814 New
BIG
671
Brooklyn Investment Group
New York
$99.3K +$73.1K +5,329 +279%
SAM
672
Smartleaf Asset Management
Massachusetts
$96.7K -$18.9K -1,430 -16%
TWC
673
TD Waterhouse Canada
Ontario, Canada
$86.6K +$75.7K +5,552 +694%
WA
674
Whipplewood Advisors
Colorado
$85.4K +$37.1K +2,706 +77%
OWA
675
Opal Wealth Advisors
New York
$81.2K +$2.35K +171 +3%