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Nu Holdings

702 hedge funds and large institutions have $30.1B invested in Nu Holdings in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 230 increasing their positions, 246 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+59
Holders Change %
+9.18%
% of All Funds
9.35%
Holding in Top 10
45
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.46%
% of All Funds
0.6%
New
155
Increased
230
Reduced
246
Closed
84
Calls
$615M
Puts
$457M
Net Calls
+$158M
Net Calls Change
-$109M
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
651
Meeder Asset Management
Ohio
$9.14K -$249 -24 -3%
PS
652
Principal Securities
Iowa
$8.27K -$912 -88 -10%
AF
653
Allworth Financial
California
$8.21K +$6.16K +514 +301%
GWSA
654
Global Wealth Strategies & Associates
Colorado
$7.77K
JWA
655
JFS Wealth Advisors
Pennsylvania
$7.77K +$7.41K +715 +2,043%
CWM
656
Compass Wealth Management
Connecticut
$7.51K +$7.51K +725 New
HPC
657
HM Payson & Co
Maine
$7K
FF
658
Finley Financial
Nevada
$6.5K +$6.5K +570 New
WAS
659
Winch Advisory Services
Wisconsin
$6.22K
AWM
660
Activest Wealth Management
Florida
$5.93K +$5.93K +572 New
CT
661
Colonial Trust
South Carolina
$5.85K +$5.85K +565 New
SWM
662
Spire Wealth Management
Virginia
$5.44K +$1.3K +125 +31%
CAS
663
Coppell Advisory Solutions
Texas
$5.25K
PFBT
664
Parkside Financial Bank & Trust
Missouri
$5.03K -$18K -1,733 -78%
IRAG
665
Investment Research & Advisory Group
Georgia
$4.14K +$4.14K +400 New
AW
666
Avion Wealth
Texas
$4K
BIA
667
Bell Investment Advisors
California
$3.37K -$2.66K -257 -44%
VWA
668
VSM Wealth Advisory
Maryland
$3.11K +$3.11K +300 New
HWM
669
Hemington Wealth Management
Virginia
$3K
SS
670
Sunbelt Securities
Texas
$2.63K
GSWM
671
Golden State Wealth Management
California
$2.39K +$2.39K +231 New
RDFA
672
Ritter Daniher Financial Advisory
Ohio
$2.07K
BBHC
673
Brown Brothers Harriman & Co
New York
$2.05K -$14.3K -1,376 -87%
FMTCOCP
674
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
GEA
675
Glen Eagle Advisors
New Jersey
$1.68K