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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
AA
701
Ancora Advisors
Ohio
$91.4K
C
702
Cliffwater
California
$87.6K
CFFP
703
Center for Financial Planning
Michigan
$60.6K
EWA
704
EverSource Wealth Advisors
Alabama
$60.6K +$223 +16 +0.4%
MPWT
705
MassMutual Private Wealth & Trust
Connecticut
$57.5K +$6.79K +487 +16%
AF
706
Allworth Financial
California
$55.8K +$12.9K +926 +36%
VWA
707
VSM Wealth Advisory
Maryland
$52.8K +$41.8K +3,000 +1,000%
CAL
708
Capital Analysts LLC
Pennsylvania
$49K
WA
709
WPG Advisers
Maryland
$48.5K -$5.22K -374 -11%
PSB
710
Piscataqua Savings Bank
New Hampshire
$48K
AUB
711
Atlantic Union Bankshares
Virginia
$46.4K +$1.4K +100 +4%
PS
712
Principal Securities
Iowa
$45.6K -$4.44K -318 -10%
WANY
713
Wealthspire Advisors (New York)
New York
$41.5K +$36.2K +2,593 New
CA
714
Clearstead Advisors
Ohio
$41.4K +$976 +70 +3%
HNB
715
Huntington National Bank
Ohio
$39.1K +$167 +12 +0.5%
AIM
716
Anchor Investment Management
South Carolina
$38.4K
NS
717
NBC Securities
Alabama
$36.8K
QWM
718
Quaker Wealth Management
New Jersey
$36.8K
BBHC
719
Brown Brothers Harriman & Co
New York
$32.3K
AAG
720
Armstrong Advisory Group
Massachusetts
$32K
TFM
721
TFC Financial Management
Massachusetts
$30.1K
QL
722
Quarry LP
New York
$27.2K -$54.9K -3,935 -70%
HIA
723
Harbor Investment Advisory
Maryland
$26.6K
PWA
724
Physician Wealth Advisors
Utah
$26.5K -$488 -35 -2%
BCM
725
Blume Capital Management
California
$25.6K +$4.18K +300 +23%