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Nu Holdings

709 hedge funds and large institutions have $30.1B invested in Nu Holdings in 2024 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 234 increasing their positions, 248 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 84

35% more call options, than puts

Call options by funds: $615M | Put options by funds: $457M

9% more funds holding

Funds holding: 649709 (+60)

6% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 248

3.02% less ownership

Funds ownership: 81.79%78.77% (-3%)

13% less funds holding in top 10

Funds holding in top 10: 5245 (-7)

27% less capital invested

Capital invested by funds: $41.1B → $30.1B (-$11B)

Holders
709
Holders Change
+60
Holders Change %
+9.24%
% of All Funds
9.34%
Holding in Top 10
45
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.46%
% of All Funds
0.59%
New
156
Increased
234
Reduced
248
Closed
84
Calls
$615M
Puts
$457M
Net Calls
+$158M
Net Calls Change
-$109M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$106M -$9.39M -706,149 -6%
Capital World Investors
52
Capital World Investors
California
$103M -$201K -15,129 -0.2%
DIG
53
Dragoneer Investment Group
California
$103M
DIGDR
54
Dynamo Internacional Gestao de Recursos
Brazil
$97.5M -$115M -8,629,168 -48%
CFM
55
Coronation Fund Managers
South Africa
$96.7M +$64.5M +4,849,519 +108%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$96.3M +$124M +9,296,866 New
JCAM
57
Jericho Capital Asset Management
New York
$92.2M +$118M +8,899,000 New
Tiger Global Management
58
Tiger Global Management
New York
$92M -$127M -9,554,254 -52%
SM
59
SCGE Management
California
$89.6M -$326M -24,545,000 -74%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$89M -$1.19M -89,581 -1%
Amundi
61
Amundi
France
$86.3M +$17.2M +1,294,664 +20%
Canada Pension Plan Investment Board
62
Canada Pension Plan Investment Board
Ontario, Canada
$82.7M -$11.2M -844,500 -10%
Ameriprise
63
Ameriprise
Minnesota
$77.5M +$6.72M +504,885 +7%
Fisher Asset Management
64
Fisher Asset Management
Washington
$74.1M -$1.06M -79,325 -1%
SP
65
SurgoCap Partners
New York
$74.1M +$1.96M +147,375 +2%
SCV
66
Sands Capital Ventures
Virginia
$72.7M +$20.2M +1,522,357 +28%
PIF
67
Public Investment Fund
Saudi Arabia
$70.7M +$40.2M +3,023,316 +80%
Swiss National Bank
68
Swiss National Bank
Switzerland
$69.1M -$798K -60,000 -0.9%
Westfield Capital Management
69
Westfield Capital Management
Massachusetts
$68.1M +$9.34M +702,099 +12%
PL
70
Perpetual Ltd
Australia
$67.9M -$10.7M -801,663 -11%
G
71
GenTrust
Florida
$67.2M +$86.3M +6,490,294 New
William Blair Investment Management
72
William Blair Investment Management
Illinois
$62.4M +$24.1M +1,808,315 +43%
NAMA
73
Nikko Asset Management Americas
New York
$55.7M -$10.5M -787,716 -13%
PCH
74
Polar Capital Holdings
United Kingdom
$55.6M +$20.7M +1,557,402 +41%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$55M +$10.2M +770,394 +17%

NU Hedge Fund Activity: Q4 2024 in Review

709 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nu Holdings (NU) for Q4 2024, worth a combined $30.1B — down 27% from $41.1B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new NU positions and 84 closed out — a net gain of 72 holders — while 234 added to existing stakes and 248 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $566M. The largest seller was Jennison Associates, cutting an estimated $802M.

  • 709 institutional investors held Nu Holdings (NU) as of Q4 2024, up from 649 in Q3 2024.
  • Funds reported $30.1B of Nu Holdings stock for Q4 2024, down 27% quarter-over-quarter.
  • 156 funds opened new Nu Holdings positions in Q4 2024 and 84 closed out, a net change of +72 holders.
  • The largest Nu Holdings buyer in Q4 2024 was Morgan Stanley, an estimated $566M added.
  • The largest Nu Holdings seller in Q4 2024 was Jennison Associates, an estimated $802M sold.

Based on aggregated 13F filings for Q4 2024.