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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
RF
801
Rossby Financial
Florida
$19.4K
SN
802
Sittner & Nelson
Oregon
$18.7K
WIM
803
Westside Investment Management
California
$18.4K
RIAS
804
Rachor Investment Advisory Services
Michigan
$17.6K
HPC
805
HM Payson & Co
Maine
$17.2K
DWP
806
Destiny Wealth Partners
Florida
$17.1K
KAS
807
Kemnay Advisory Services
New York
$16.4K
RFP
808
Root Financial Partners
California
$16K
TPWA
809
Twin Peaks Wealth Advisors
California
$15.8K
PTC
810
Private Trust Company
Ohio
$15.5K
PFBT
811
Parkside Financial Bank & Trust
Missouri
$14.7K
RP
812
Raelipskie Partnership
Ontario, Canada
$14.4K
WSFS
813
Wilmington Savings Fund Society
Delaware
$14K
A
814
Allianz
Germany
$13.5K
AWM
815
Activest Wealth Management
Florida
$12.8K
EC
816
Elequin Capital
New York
$12.4K
FGAM
817
Financial Gravity Asset Management
Texas
$12K
EPL
818
Essential Partners LLC
California
$11.7K
FF
819
Finley Financial
Nevada
$11.1K
GWSA
820
Global Wealth Strategies & Associates
Colorado
$10.8K
JWA
821
JFS Wealth Advisors
Pennsylvania
$10.8K
TSMHT
822
Thurston Springer Miller Herd & Titak
Indiana
$10.8K
Fifth Third Bancorp
823
Fifth Third Bancorp
Ohio
$10.2K
SWP
824
Strategic Wealth Partners
Ohio
$9.53K
WAS
825
Winch Advisory Services
Wisconsin
$8.62K