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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
CI
851
CX Institutional
Indiana
$4K
ATC
852
Adirondack Trust Company
New York
$3.66K
CT
853
Clearstead Trust
Maine
$3.32K
TWD
854
True Wealth Design
Ohio
$3.31K
GBT
855
Grove Bank & Trust
Florida
$3.31K
BIA
856
Bell Investment Advisors
California
$3.02K
CH
857
Cromwell Holdings
Wyoming
$2.99K
RDFA
858
Ritter Daniher Financial Advisory
Ohio
$2.87K
TAR
859
Trask Adam Roland
$2.77K
SWM
860
Spire Wealth Management
Virginia
$2.62K
EWM
861
Evolution Wealth Management
Florida
$2.62K
BLC
862
Brown, Lisle/Cummings
Rhode Island
$2.52K
FCAS
863
First Command Advisory Services
Texas
$2.52K
SWM
864
SHP Wealth Management
Massachusetts
$2.41K
DWM
865
Dogwood Wealth Management
Kansas
$2.33K
WA
866
Westfuller Advisors
New York
$1.92K
CWM
867
Copia Wealth Management
Oregon
$1.85K
HFS
868
Hughes Financial Services
Virginia
$1.75K
FNWA
869
Financial Network Wealth Advisors
Utah
$1.44K
SEP
870
Signature Equity Partners
Ohio
$1.44K
CTB
871
Country Trust Bank
Illinois
$1.44K
CSPIA
872
Cary Street Partners Investment Advisory
Virginia
$1.42K
CGA
873
Channing Global Advisors
Florida
$1.29K
JFGIW
874
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.25K
CTA
875
Colonial Trust Advisors
South Carolina
$1.08K