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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
CT
751
Clearstead Trust
Maine
$1.87K
TPCW
752
TD Private Client Wealth
New York
$1.8K
FNWA
753
Financial Network Wealth Advisors
Utah
$1.4K
T
754
Transce3nd
Texas
$1.37K
CTB
755
Country Trust Bank
Illinois
$1.37K
TC
756
Truvestments Capital
Florida
$1.37K
SO
757
Sierra Ocean
California
$1.26K
CIAM
758
Caitong International Asset Management
Hong Kong
$1.18K
PTC
759
Private Trust Company
Ohio
$1.11K
WCM
760
WealthTrak Capital Management
Virginia
$1.1K
MCM
761
Manchester Capital Management
Vermont
$1.07K
GSWM
762
Golden State Wealth Management
California
$974
CPG
763
Cornerstone Planning Group
New Jersey
$851
KB
764
Kimelman & Baird
New York
$755
DF
765
DecisionPoint Financial
Arizona
$614
SC
766
SouthState Corp
Florida
$481
AWM
767
Abound Wealth Management
Tennessee
$357
HNW
768
High Note Wealth
Minnesota
$343
CA
769
CoreCap Advisors
Michigan
$274
PWAM
770
Private Wealth Asset Management
Iowa
$274
MCM
771
MV Capital Management
Maryland
$261
SC
772
Stephens Consulting
Michigan
$261
VFM
773
Vision Financial Markets
Connecticut
$220
NC
774
North Capital
Utah
$192
CFD
775
Creative Financial Designs
Indiana
$137