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Nu Holdings

800 hedge funds and large institutions have $44.3B invested in Nu Holdings in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 349 increasing their positions, 241 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 241

43% more call options, than puts

Call options by funds: $1.19B | Put options by funds: $832M

29% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 89

17% more capital invested

Capital invested by funds: $37.8B → $44.3B (+$6.42B)

10% more funds holding in top 10

Funds holding in top 10: 5965 (+6)

2% more funds holding

Funds holding: 782800 (+18)

0.3% less ownership

Funds ownership: 73.39%73.08% (-0.3%)

Holders
800
Holders Change
+18
Holders Change %
+2.3%
% of All Funds
10.5%
Holding in Top 10
65
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.17%
% of All Funds
0.85%
New
115
Increased
349
Reduced
241
Closed
89
Calls
$1.19B
Puts
$832M
Net Calls
+$362M
Net Calls Change
+$142M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
651
Core Wealth Partners
California
$216K +$13.9K +1,000 +8%
SRL
652
Scientech Research LLC
New Jersey
$215K -$119K -8,520 -39%
AWAU
653
Alliance Wealth Advisors (Utah)
Utah
$214K -$73K -5,230 -28%
MSFS
654
Main Street Financial Solutions
Pennsylvania
$212K -$5.58K -400 -3%
MOS
655
MGO One Seven
Ohio
$211K +$19.9K +1,424 +12%
CG
656
Caprock Group
Idaho
$209K +$197K +14,135 New
WC
657
Wexford Capital
Florida
$208K +$181K +13,000 New
AIA
658
AssuredPartners Investment Advisors
Florida
$208K -$3.77K -270 -2%
WIA
659
World Investment Advisors
California
$207K +$1.59K +114 +0.9%
FW
660
FullCircle Wealth
Texas
$207K -$5.23K -375 -3%
DWM
661
Drive Wealth Management
Utah
$203K +$1.24K +89 +0.7%
ODG
662
O'Dell Group
Ohio
$201K +$175K +12,543 New
TWM
663
TriaGen Wealth Management
California
$200K
SFS
664
Sowell Financial Services
Arkansas
$198K -$8.37K -600 -5%
C
665
Covestor
United Kingdom
$195K +$12.8K +919 +8%
NB
666
Norinchukin Bank
Japan
$193K +$169K +12,084 New
LFA
667
Legacy Financial Advisors
Kentucky
$190K +$165K +11,850 New
BPAMU
668
BTG Pactual Asset Management US
New York
$183K -$1.68M -120,703 -91%
SI
669
Stonekeep Investments
New Mexico
$181K
RWM
670
Riverbend Wealth Management
South Carolina
$176K +$153K +11,000 New
SIC
671
Sage Investment Counsel
Tennessee
$176K +$153K +11,000 New
SRC
672
Shufro Rose & Co
New York
$175K
RP
673
Regal Partners
Australia
$174K +$152K +10,875 New
WA
674
Wealth Alliance
New York
$174K +$151K +10,849 New
PA
675
Pinnacle Associates
New York
$172K -$5.44K -390 -3%