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Nu Holdings

898 hedge funds and large institutions have $41.3B invested in Nu Holdings in 2026 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 324 increasing their positions, 318 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 318

0.22% less ownership

Funds ownership: 75.89%75.68% (-0.22%)

14% less capital invested

Capital invested by funds: $48.1B → $41.3B (-$6.87B)

Holders
898
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
71
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$735M
Puts
$566M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
C
751
Cliffwater
California
$136K
HIIFS
752
Harel Insurance Investments & Financial Services
Israel
$134K
AF
753
Allworth Financial
California
$133K
APW
754
Aventura Private Wealth
Florida
$128K
CTC
755
Central Trust Company
Missouri
$119K
BCM
756
Berbice Capital Management
New York
$115K
AssetMark Inc
757
AssetMark Inc
California
$109K
DAM
758
Delta Asset Management
Tennessee
$99.3K
HFS
759
Hantz Financial Services
Michigan
$97K
VCM
760
Versant Capital Management
Arizona
$95K
EWA
761
EverSource Wealth Advisors
Alabama
$92.9K
CA
762
Clearstead Advisors
Ohio
$89.5K
AA
763
Ancora Advisors
Ohio
$82.1K
KFAS
764
Keating Financial Advisory Services
Kansas
$78.8K
OWA
765
Opal Wealth Advisors
New York
$78K
ACM
766
Accent Capital Management
Ohio
$78K
C
767
Covestor
United Kingdom
$75K
WA
768
Whipplewood Advisors
Colorado
$72.6K
OBC
769
Oakum Bay Capital
Connecticut
$71.8K
BBHC
770
Brown Brothers Harriman & Co
New York
$70.3K
CFB
771
Cullen/Frost Bankers
Texas
$66.1K
TC
772
Truvestments Capital
Florida
$65.7K
WA
773
WPG Advisers
Maryland
$59.4K
NFSG
774
Newbridge Financial Services Group
Florida
$57.5K
PWA
775
Physician Wealth Advisors
Utah
$55.9K