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Nu Holdings

895 hedge funds and large institutions have $41.2B invested in Nu Holdings in 2026 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 322 increasing their positions, 318 reducing their positions, and 100 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:

1% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 318

0.29% less ownership

Funds ownership: 75.89%75.61% (-0.29%)

14% less capital invested

Capital invested by funds: $48.1B → $41.2B (-$6.91B)

Holders
895
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
70
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
APW
751
Aventura Private Wealth
Florida
$128K
CTC
752
Central Trust Company
Missouri
$119K
BCM
753
Berbice Capital Management
New York
$115K
AssetMark Inc
754
AssetMark Inc
California
$109K
DAM
755
Delta Asset Management
Tennessee
$99.3K
HFS
756
Hantz Financial Services
Michigan
$97K
VCM
757
Versant Capital Management
Arizona
$95K
EWA
758
EverSource Wealth Advisors
Alabama
$92.9K
CA
759
Clearstead Advisors
Ohio
$89.5K
AA
760
Ancora Advisors
Ohio
$82.1K
KFAS
761
Keating Financial Advisory Services
Kansas
$78.8K
OWA
762
Opal Wealth Advisors
New York
$78K
ACM
763
Accent Capital Management
Ohio
$78K
C
764
Covestor
United Kingdom
$75K
WA
765
Whipplewood Advisors
Colorado
$72.6K
OBC
766
Oakum Bay Capital
Connecticut
$71.8K
BBHC
767
Brown Brothers Harriman & Co
New York
$70.3K
CFB
768
Cullen/Frost Bankers
Texas
$66.1K
TC
769
Truvestments Capital
Florida
$65.7K
WA
770
WPG Advisers
Maryland
$59.4K
NFSG
771
Newbridge Financial Services Group
Florida
$57.5K
PWA
772
Physician Wealth Advisors
Utah
$55.9K
CFFP
773
Center for Financial Planning
Michigan
$54.4K
MPWT
774
MassMutual Private Wealth & Trust
Connecticut
$52.5K
NA
775
NewEdge Advisors
Louisiana
$50.1K