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
CFM
851
Cornerstone Financial Management
Massachusetts
$4.18K
POIA
852
Pin Oak Investment Advisors
Texas
$4K
CI
853
CX Institutional
Indiana
$4K
ATC
854
Adirondack Trust Company
New York
$3.66K
CT
855
Clearstead Trust
Maine
$3.32K
TWD
856
True Wealth Design
Ohio
$3.31K
GBT
857
Grove Bank & Trust
Florida
$3.31K
BIA
858
Bell Investment Advisors
California
$3.02K
CH
859
Cromwell Holdings
Wyoming
$2.99K
RDFA
860
Ritter Daniher Financial Advisory
Ohio
$2.87K
TAR
861
Trask Adam Roland
$2.77K
SWM
862
Spire Wealth Management
Virginia
$2.62K
EWM
863
Evolution Wealth Management
Florida
$2.62K
BLC
864
Brown, Lisle/Cummings
Rhode Island
$2.52K
FCAS
865
First Command Advisory Services
Texas
$2.52K
SWM
866
SHP Wealth Management
Massachusetts
$2.41K
DWM
867
Dogwood Wealth Management
Kansas
$2.33K
WA
868
Westfuller Advisors
New York
$1.92K
CWM
869
Copia Wealth Management
Oregon
$1.85K
HFS
870
Hughes Financial Services
Virginia
$1.75K
FNWA
871
Financial Network Wealth Advisors
Utah
$1.44K
SEP
872
Signature Equity Partners
Ohio
$1.44K
CTB
873
Country Trust Bank
Illinois
$1.44K
CSPIA
874
Cary Street Partners Investment Advisory
Virginia
$1.42K
CGA
875
Channing Global Advisors
Florida
$1.29K