We are live on ! Find out more
NU icon

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
LAM
801
LOM Asset Management
$21.6K
RF
802
Rossby Financial
Florida
$19.4K
SN
803
Sittner & Nelson
Oregon
$18.7K
WIM
804
Westside Investment Management
California
$18.4K
RIAS
805
Rachor Investment Advisory Services
Michigan
$17.6K
HPC
806
HM Payson & Co
Maine
$17.2K
DWP
807
Destiny Wealth Partners
Florida
$17.1K
KAS
808
Kemnay Advisory Services
New York
$16.4K
RFP
809
Root Financial Partners
California
$16K
TPWA
810
Twin Peaks Wealth Advisors
California
$15.8K
PTC
811
Private Trust Company
Ohio
$15.5K
PFBT
812
Parkside Financial Bank & Trust
Missouri
$14.7K
RP
813
Raelipskie Partnership
Ontario, Canada
$14.4K
WSFS
814
Wilmington Savings Fund Society
Delaware
$14K
A
815
Allianz
Germany
$13.5K
AWM
816
Activest Wealth Management
Florida
$12.8K
EC
817
Elequin Capital
New York
$12.4K
FGAM
818
Financial Gravity Asset Management
Texas
$12K
EP
819
Essential Partners
California
$11.7K
FF
820
Finley Financial
Nevada
$11.1K
GWSA
821
Global Wealth Strategies & Associates
Colorado
$10.8K
JWA
822
JFS Wealth Advisors
Pennsylvania
$10.8K
TSMHT
823
Thurston Springer Miller Herd & Titak
Indiana
$10.8K
Fifth Third Bancorp
824
Fifth Third Bancorp
Ohio
$10.2K
SWP
825
Strategic Wealth Partners
Ohio
$9.53K