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Nu Holdings

776 hedge funds and large institutions have $37.8B invested in Nu Holdings in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 321 increasing their positions, 224 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$880M
Puts
$661M
Net Calls
Net Calls Change

Top Buyers

1 +$197M
2 +$180M
3 +$168M
4
Jennison Associates
Jennison Associates
New York
+$159M
5
Goldman Sachs
Goldman Sachs
New York
+$144M

Top Sellers

1 -$949M
2 -$538M
3 -$499M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$306M
5
Morgan Stanley
Morgan Stanley
New York
-$226M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSA
726
Global Wealth Strategies & Associates
Colorado
$10.3K
AWM
727
Activest Wealth Management
Florida
$10.2K
RAM
728
Riggs Asset Management
Pennsylvania
$10.2K
AW
729
Avion Wealth
Texas
$10K
SWP
730
Strategic Wealth Partners
Ohio
$9K
WAS
731
Winch Advisory Services
Wisconsin
$8.23K
WIM
732
Westside Investment Management
California
$7.99K
FF
733
Finley Financial
Nevada
$7.82K
WCM
734
Winthrop Capital Management
Indiana
$6K
HWM
735
Hemington Wealth Management
Virginia
$5K
CH
736
Cromwell Holdings
Wyoming
$4.99K
VWA
737
VSM Wealth Advisory
Maryland
$4.12K
NC
738
NewSquare Capital
Pennsylvania
$3.95K
TIM
739
Total Investment Management
Arizona
$3.31K
HWP
740
Highline Wealth Partners
California
$3.25K
BIA
741
Bell Investment Advisors
California
$2.88K
TWD
742
True Wealth Design
Ohio
$2.85K
GJIA
743
Glass Jacobson Investment Advisors
Maryland
$2.74K
RDFA
744
Ritter Daniher Financial Advisory
Ohio
$2.74K
SS
745
Sunbelt Securities
Texas
$2.56K
IWM
746
Inlight Wealth Management
Georgia
$2.44K
AP
747
Aspect Partners
Virginia
$2.32K
CFB
748
Cullen/Frost Bankers
Texas
$2.08K
SWM
749
Spire Wealth Management
Virginia
$2.02K
TIM
750
Tortoise Investment Management
New York
$2.02K