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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

38% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 99

30% more call options, than puts

Call options by funds: $735M | Put options by funds: $566M

15% more funds holding in top 10

Funds holding in top 10: 6271 (+9)

3% more funds holding

Funds holding: 870898 (+28)

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
+28
Holders Change %
+3.22%
% of All Funds
11.06%
Holding in Top 10
71
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+14.52%
% of All Funds
0.87%
New
137
Increased
324
Reduced
318
Closed
99
Calls
$735M
Puts
$566M
Net Calls
+$168M
Net Calls Change
-$187M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
951
WBI Investments
New Jersey
-$507K -30,295 Closed
9C
952
9823 Capital
Texas
-$483K -28,841 Closed
HBCM
953
Heron Bay Capital Management
Michigan
-$397K -23,714 Closed
OTL
954
Oak Thistle LLC
New York
-$396K -23,634 Closed
GIA
955
Gladstone Institutional Advisory
Florida
-$395K -23,574 Closed
SB
956
SIG Brokerage
New York
-$342K -20,411 Closed
SFI
957
Susquehanna Fundamental Investments
Pennsylvania
-$328K -19,600 Closed
ACA
958
Aptus Capital Advisors
Alabama
-$318K -19,008 Closed
FA
959
Fiducient Advisors
Illinois
-$301K -17,962 Closed
MF
960
Magnetar Financial
Illinois
-$300K -17,932 Closed
BCA
961
Bay Colony Advisors
Massachusetts
-$296K -17,653 Closed
PCM
962
Polymer Capital Management
New York
-$283K -16,892 Closed
PNC
963
Park National Corp
Ohio
-$278K -16,623 Closed
AHL
964
Abel Hall LLC
Louisiana
-$272K -16,223 Closed
ACM
965
Aster Capital Management
United Arab Emirates
-$243K -14,525 Closed
PWG
966
Portside Wealth Group
Utah
-$241K -14,374 Closed
TA
967
Tectonic Advisors
Texas
-$240K -14,336 Closed
SC
968
Savant Capital
Illinois
-$238K -14,219 Closed
TWM
969
TriaGen Wealth Management
California
-$214K -12,800 Closed
XF
970
XML Financial
Maryland
-$206K -12,317 Closed
HAG
971
HighPoint Advisor Group
Illinois
-$197K -11,795 Closed
AWM
972
Aprio Wealth Management
Georgia
-$192K -11,485 Closed
MWA
973
MN Wealth Advisors
Kansas
-$190K -11,363 Closed
SIC
974
Sage Investment Counsel
Tennessee
-$184K -11,000 Closed
IAA
975
Independent Advisor Alliance
North Carolina
-$179K -10,677 Closed