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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
BWA
826
Basecamp Wealth Advisors
Washington
$8.64K
WAS
827
Winch Advisory Services
Wisconsin
$8.62K
ME
828
McIlrath & Eck
Washington
$8.08K
AW
829
Ankerstar Wealth
Texas
$8.03K
AW
830
Avion Wealth
Texas
$8K
AEPWM
831
Atlantic Edge Private Wealth Management
Florida
$7.9K
CCWM
832
Cassaday & Co Wealth Management
Virginia
$7.88K
MAM
833
Meeder Asset Management
Ohio
$7.85K
PP
834
PFS Partners
New Jersey
$7.44K
MCA
835
McGuire Capital Advisors
Oklahoma
$7.18K
MB
836
MidFirst Bank
Oklahoma
$7.18K
VR
837
Vision Retirement
New Jersey
$7.18K
ORAM
838
One River Asset Management
Connecticut
$6.47K
PPC
839
Park Place Capital
Alabama
$6.04K
WCM
840
Winthrop Capital Management
Indiana
$6K
AWA
841
Acumen Wealth Advisors
Tennessee
$5.89K
ANBT
842
American National Bank & Trust
Texas
$5.89K
CWA
843
Carolina Wealth Advisors
South Carolina
$5.62K
GSEP
844
Golden State Equity Partners
California
$5.46K
SS
845
Sunbelt Securities
Texas
$4.86K
FHC
846
First Horizon Corporation
Tennessee
$4.76K
BC
847
Bayforest Capital
United Kingdom
$4.7K
RCM
848
Raleigh Capital Management
North Carolina
$4.61K
HWP
849
Highline Wealth Partners
California
$4.58K
TPCW
850
TD Private Client Wealth
New York
$4.44K