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Nu Holdings
NU

709 hedge funds and large institutions have $30.1B invested in Nu Holdings in 2024 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 234 increasing their positions, 248 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 84

35% more call options, than puts

Call options by funds: $615M | Put options by funds: $457M

9% more funds holding

Funds holding: 649 → 709 (+60)

6% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 248

3.02% less ownership

Funds ownership: 81.79% → 78.77% (-3%)

13% less funds holding in top 10

Funds holding in top 10: 52 → 45 (-7)

27% less capital invested

Capital invested by funds: $41.1B → $30.1B (-$11B)

Holders
709
Holders Change
+60
Holders Change %
+9.24%
% of All Funds
9.34%
Holding in Top 10
45
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.46%
% of All Funds
0.59%
New
156
Increased
234
Reduced
248
Closed
84
Calls
$615M
Puts
$457M
Net Calls
+$158M
Net Calls Change
-$109M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$566M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$230M
3
Coatue Management
Coatue Management
New York
+$226M
4
DCP
D1 Capital Partners
New York
+$198M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$198M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$802M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$615M
3
SM
SCGE Management
California
-$326M
4
WCM Investment Management
WCM Investment Management
California
-$291M
5
SUT
SC US (TTGP)
California
-$221M
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
76
California Public Employees Retirement System
California
$53.4M -$4.42M -332,509 -6%
Citadel Advisors
77
Citadel Advisors
Florida
$50.7M +$53.4M +4,015,886 +457%
PGH
78
Partners Group Holding
Switzerland
$49.7M +$63.8M +4,796,686 New
AP
79
Adero Partners
California
$48.5M -$1.81M -136,258 -3%
Ohio Public Employees Retirement System (OPERS)
80
Ohio Public Employees Retirement System (OPERS)
Ohio
$48.5M -$5.05M -379,861 -8%
KM
81
Kora Management
New York
$48.2M -$17.5M -1,314,000 -22%
ACGDR
82
Atmos Capital Gestao de Recursos
Brazil
$47.7M -$96.6M -7,260,453 -61%
Franklin Resources
83
Franklin Resources
California
$46.7M -$7.39M -555,977 -11%
Neuberger Berman Group
84
Neuberger Berman Group
New York
$46M +$50.8M +3,818,618 +614%
CFM
85
Comprehensive Financial Management
California
$45.6M – – –
AG
86
Avala Global
New York
$44.4M +$1.67M +125,583 +3%
Squarepoint
87
Squarepoint
New York
$43.9M +$53.9M +4,049,573 +2,164%
APC
88
Alta Park Capital
California
$43.4M – – –
Lazard Asset Management
89
Lazard Asset Management
New York
$43.4M +$309K +23,198 +0.6%
RhumbLine Advisers
90
RhumbLine Advisers
Massachusetts
$42.3M -$268K -20,169 -0.5%
Royal London Asset Management
91
Royal London Asset Management
United Kingdom
$40.8M +$35.1M +2,636,869 +202%
IC
92
IEQ Capital
California
$39.6M -$6.71M -504,392 -12%
AM
93
Atreides Management
Massachusetts
$39.5M +$50.7M +3,810,102 New
Pictet Asset Management
94
Pictet Asset Management
Switzerland
$39.3M +$14.3M +1,071,368 +39%
Two Sigma Investments
95
Two Sigma Investments
New York
$37.8M -$68.7M -5,163,820 -59%
MP
96
Marcho Partners
United Kingdom
$36.7M +$18M +1,355,376 +62%
TCP
97
ThornTree Capital Partners
Massachusetts
$36.2M +$6.14M +461,257 +15%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$33.4M -$13.3M -997,743 -24%
BAMCO Inc
99
BAMCO Inc
New York
$32.6M -$7.44M -559,266 -15%
Marshall Wace
100
Marshall Wace
United Kingdom
$31.3M +$40.2M +3,023,687 New
2 3
4
5 6

NU Hedge Fund Activity: Q4 2024 in Review

709 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nu Holdings (NU) for Q4 2024, worth a combined $30.1B — down 27% from $41.1B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new NU positions and 84 closed out — a net gain of 72 holders — while 234 added to existing stakes and 248 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $566M. The largest seller was Jennison Associates, cutting an estimated $802M.

  • 709 institutional investors held Nu Holdings (NU) as of Q4 2024, up from 649 in Q3 2024.
  • Funds reported $30.1B of Nu Holdings stock for Q4 2024, down 27% quarter-over-quarter.
  • 156 funds opened new Nu Holdings positions in Q4 2024 and 84 closed out, a net change of +72 holders.
  • The largest Nu Holdings buyer in Q4 2024 was Morgan Stanley, an estimated $566M added.
  • The largest Nu Holdings seller in Q4 2024 was Jennison Associates, an estimated $802M sold.

Based on aggregated 13F filings for Q4 2024.