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Nu Holdings

724 hedge funds and large institutions have $28.5B invested in Nu Holdings in 2025 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 312 increasing their positions, 195 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+22
Holders Change %
+3.13%
% of All Funds
9.84%
Holding in Top 10
56
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+24.44%
% of All Funds
0.76%
New
136
Increased
312
Reduced
195
Closed
104
Calls
$520M
Puts
$409M
Net Calls
+$111M
Net Calls Change
-$47.5M
Name Holding Trade Value Shares
Change
Shares
Change %
WAS
676
Winch Advisory Services
Wisconsin
$6.14K
AWM
677
Activest Wealth Management
Florida
$5.93K +$72 +7 +1%
SWM
678
Spire Wealth Management
Virginia
$5.6K +$225 +22 +4%
SFG
679
Stonebridge Financial Group
Pennsylvania
$4.51K +$4.51K +440 New
OP
680
ORG Partners
Indiana
$4.22K +$4.22K +405 New
IRAG
681
Investment Research & Advisory Group
Georgia
$4.1K
AW
682
Avion Wealth
Texas
$4K
WCM
683
Winthrop Capital Management
Indiana
$4K +$4K +421 New
BCM
684
Blume Capital Management
California
$3.48K +$3.48K +340 New
BIA
685
Bell Investment Advisors
California
$3.33K
VWA
686
VSM Wealth Advisory
Maryland
$3.07K
HWM
687
Hemington Wealth Management
Virginia
$3K
SS
688
Sunbelt Securities
Texas
$2.53K
GSWM
689
Golden State Wealth Management
California
$2.37K
ACM
690
Accent Capital Management
Ohio
$2.23K +$2.23K +218 New
NC
691
NewSquare Capital
Pennsylvania
$2.19K +$2.19K +214 New
RDFA
692
Ritter Daniher Financial Advisory
Ohio
$2.05K
BBHC
693
Brown Brothers Harriman & Co
New York
$2.03K
FMTCOCP
694
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
IWM
695
Inlight Wealth Management
Georgia
$1.82K +$1.82K +178 New
CWC
696
Carolinas Wealth Consulting
North Carolina
$1.64K
CH
697
Cromwell Holdings
Wyoming
$1.6K +$1.6K +156 New
TWD
698
True Wealth Design
Ohio
$1.57K +$1.57K +153 New
TPCW
699
TD Private Client Wealth
New York
$1.34K +$154 +15 +13%
CT
700
Clearstead Trust
Maine
$1.3K +$1.3K +127 New