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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 143 funds opening new positions, 318 increasing their positions, 225 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
+52
Holders Change %
+7.18%
% of All Funds
10.41%
Holding in Top 10
59
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.36%
% of All Funds
0.79%
New
143
Increased
318
Reduced
225
Closed
80
Calls
$806M
Puts
$661M
Net Calls
+$146M
Net Calls Change
+$34.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CT
751
Clearstead Trust
Maine
$1.87K +$123 +9 +7%
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
TC
755
Truvestments Capital
Florida
$1.37K +$1.37K +100 New
CTB
756
Country Trust Bank
Illinois
$1.37K +$1.37K +100 New
SO
757
Sierra Ocean
California
$1.26K
CIAM
758
Caitong International Asset Management
Hong Kong
$1.18K -$570K -41,523 -100%
PTC
759
Private Trust Company
Ohio
$1.11K
WCM
760
WealthTrak Capital Management
Virginia
$1.1K +$480 +35 +78%
MCM
761
Manchester Capital Management
Vermont
$1.07K +$206 +15 +24%
GSWM
762
Golden State Wealth Management
California
$974 -$2.2K -160 -69%
CPG
763
Cornerstone Planning Group
New Jersey
$851 -$8.94K -735 -91%
KB
764
Kimelman & Baird
New York
$755
DF
765
DecisionPoint Financial
Arizona
$614 +$614 +45 New
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 -$1.15K -84 -81%
PWAM
770
Private Wealth Asset Management
Iowa
$274
MCM
771
MV Capital Management
Maryland
$261 +$55 +4 +27%
SC
772
Stephens Consulting
Michigan
$261 +$261 +19 New
VFM
773
Vision Financial Markets
Connecticut
$220
NC
774
North Capital
Utah
$192
CFD
775
Creative Financial Designs
Indiana
$137