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Nu Holdings

780 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, 324 increasing their positions, 225 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
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
DBRC
651
D.B. Root & Company
Pennsylvania
$162K
FW
652
FullCircle Wealth
Texas
$162K
MOS
653
MGO One Seven
Ohio
$161K
AAP
654
Arax Advisory Partners
Colorado
$156K
C
655
Covestor
United Kingdom
$155K
HFM
656
Harvest Fund Management
China
$155K
SI
657
Stonekeep Investments
New Mexico
$155K
PA
658
Pinnacle Associates
New York
$153K
UB
659
UMB Bank
Missouri
$152K
QIM
660
Quantitative Investment Management
Virginia
$149K
AG
661
Ascent Group
Virginia
$148K
DAM
662
Delta Asset Management
Tennessee
$147K
AGC
663
Aspen Grove Capital
Colorado
$144K
AT
664
American Trust
Kentucky
$140K
GKWIM
665
Gerber Kawasaki Wealth & Investment Management
California
$139K
GSIAS
666
Garden State Investment Advisory Services
New Jersey
$138K
HWMC
667
Heritage Wealth Management (California)
California
$137K
GI
668
GAMMA Investing
California
$134K
APW
669
Aventura Private Wealth
Florida
$122K
RI
670
Ridgewood Investments
New Jersey
$120K
MCM
671
MAI Capital Management
Ohio
$117K
AssetMark Inc
672
AssetMark Inc
California
$112K
BCM
673
Berbice Capital Management
New York
$110K
NFSG
674
Newbridge Financial Services Group
Florida
$110K
BIG
675
Brooklyn Investment Group
New York
$99.3K