We are live on ! Find out more
NU icon

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
TFA
726
Toth Financial Advisory
Virginia
$24.3K
IRAG
727
Investment Research & Advisory Group
Georgia
$24K
QC
728
Quent Capital
New York
$23.8K +$20.7K +1,485 New
SN
729
Sittner & Nelson
Oregon
$20.8K
PTC
730
Private Trust Company
Ohio
$19.5K +$15.9K +1,138 +1,405%
WIM
731
Westside Investment Management
California
$17.6K +$8.04K +576 +98%
PFBT
732
Parkside Financial Bank & Trust
Missouri
$16.7K +$2.27K +163 +19%
RP
733
Raelipskie Partnership
Ontario, Canada
$16K
BI
734
Binnacle Investments
Iowa
$15.3K +$1.85K +133 +16%
ANBT
735
American National Bank & Trust
Texas
$15.1K +$13.2K +943 New
EP
736
Essential Partners
California
$13K +$1.58K +113 +16%
GWSA
737
Global Wealth Strategies & Associates
Colorado
$12K
JWA
738
JFS Wealth Advisors
Pennsylvania
$12K
MAM
739
Meeder Asset Management
Ohio
$11.7K -$20K -1,431 -66%
TC
740
Truvestments Capital
Florida
$10.8K +$7.99K +573 +573%
SWP
741
Strategic Wealth Partners
Ohio
$10.5K
WAS
742
Winch Advisory Services
Wisconsin
$9.61K
FF
743
Finley Financial
Nevada
$9.13K
AEPWM
744
Atlantic Edge Private Wealth Management
Florida
$8.81K +$7.67K +550 New
PP
745
PFS Partners
New Jersey
$8.29K -$20.9K -1,500 -74%
TSMHT
746
Thurston Springer Miller Herd & Titak
Indiana
$8.01K -$7.67K -550 -52%
GEA
747
Glen Eagle Advisors
New Jersey
$8.01K +$6.97K +500 New
HPC
748
HM Payson & Co
Maine
$8.01K +$6.97K +500 New
WCM
749
Winthrop Capital Management
Indiana
$7K
AW
750
Avion Wealth
Texas
$6K -$5.58K -400 -50%