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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 %
PWA
701
Physician Wealth Advisors
Utah
$1.1K +$1.1K +107 New
CA
702
CoreCap Advisors
Michigan
$1.07K +$297 +29 +39%
FNWA
703
Financial Network Wealth Advisors
Utah
$1.04K +$1.04K +102 New
T
704
Transce3nd
Texas
$1.02K
SO
705
Sierra Ocean
California
$942
PTC
706
Private Trust Company
Ohio
$829 +$829 +81 New
PMFA
707
Plante Moran Financial Advisors
Michigan
$758 +$758 +74 New
MCM
708
Manchester Capital Management
Vermont
$646
KB
709
Kimelman & Baird
New York
$564
ACA
710
American Capital Advisory
Idaho
$512 +$512 +50 New
WCM
711
WealthTrak Capital Management
Virginia
$461 +$256 +25 +125%
SC
712
SouthState Corp
Florida
$359 +$359 +35 New
PCM
713
Perritt Capital Management
Illinois
$307
AWM
714
Abound Wealth Management
Tennessee
$267 -$62 -6 -19%
MG
715
Mather Group
Illinois
$266
HNW
716
High Note Wealth
Minnesota
$256 +$256 +25 New
HWP
717
Highline Wealth Partners
California
$225 +$225 +22 New
PWAM
718
Private Wealth Asset Management
Iowa
$205 +$205 +20 New
VFM
719
Vision Financial Markets
Connecticut
$164 +$164 +16 New
MCM
720
MV Capital Management
Maryland
$154 +$123 +12 +400%
NC
721
North Capital
Utah
$143 +$143 +14 New
CFD
722
Creative Financial Designs
Indiana
$102 -$1.29K -126 -93%
WOC
723
West Oak Capital
California
$56 -$143 -1,400 -72%
Norges Bank
724
Norges Bank
Norway
-$448M -43,220,314 Closed
Berkshire Hathaway
725
Berkshire Hathaway
Nebraska
-$416M -40,180,168 Closed