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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
ME
826
McIlrath & Eck
Washington
$8.08K
AW
827
Ankerstar Wealth
Texas
$8.03K
AW
828
Avion Wealth
Texas
$8K
AEPWM
829
Atlantic Edge Private Wealth Management
Florida
$7.9K
CCWM
830
Cassaday & Co Wealth Management
Virginia
$7.88K
MAM
831
Meeder Asset Management
Ohio
$7.85K
PP
832
PFS Partners
New Jersey
$7.44K
VR
833
Vision Retirement
New Jersey
$7.18K
MB
834
MidFirst Bank
Oklahoma
$7.18K
MCA
835
McGuire Capital Advisors
Oklahoma
$7.18K
ORAM
836
One River Asset Management
Connecticut
$6.47K
PPC
837
Park Place Capital
Alabama
$6.04K
WCM
838
Winthrop Capital Management
Indiana
$6K
AWA
839
Acumen Wealth Advisors
Tennessee
$5.89K
ANBT
840
American National Bank & Trust
Texas
$5.89K
CWA
841
Carolina Wealth Advisors
South Carolina
$5.62K
GSEP
842
Golden State Equity Partners
California
$5.46K
SS
843
Sunbelt Securities
Texas
$4.86K
FHC
844
First Horizon Corporation
Tennessee
$4.76K
BC
845
Bayforest Capital
United Kingdom
$4.7K
RCM
846
Raleigh Capital Management
North Carolina
$4.61K
HWP
847
Highline Wealth Partners
California
$4.58K
TPCW
848
TD Private Client Wealth
New York
$4.44K
CFM
849
Cornerstone Financial Management
Massachusetts
$4.18K
POIA
850
Pin Oak Investment Advisors
Texas
$4K