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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
DBRC
976
D.B. Root & Company
Pennsylvania
-$177K -10,588 Closed
PFA
977
Pathway Financial Advisers
Indiana
-$168K -10,040 Closed
HC
978
Hillman Company
Pennsylvania
-$134K -8,000 Closed
JWM
979
Jessup Wealth Management
Ohio
-$74K -4,423 Closed
JFG
980
Jefferies Financial Group
New York
-$60.1K -3,591 Closed
AAM
981
Alphadyne Asset Management
New York
-$44.2K -2,642 Closed
QL
982
Quarry LP
New York
-$35.3K -2,109 Closed
HCM
983
Hollencrest Capital Management
California
-$33.5K -2,000 Closed
HRCM
984
Hood River Capital Management
Florida
-$15.7K -930 Closed
UFPG
985
United Financial Planning Group
New York
-$12K -719 Closed
WB
986
Webster Bank
Connecticut
-$8.37K -500 Closed
GWM
987
Greenline Wealth Management
Florida
-$4.94K -295 Closed
AP
988
Aspect Partners
Virginia
-$4.08K -244 Closed
TCA
989
Trifecta Capital Advisors
Illinois
-$3.95K -236 Closed
WWA
990
Wealth Watch Advisors
Colorado
-$3.95K -236 Closed
VWM
991
Valley Wealth Managers
New Jersey
-$3.82K -228 Closed
CA
992
Crewe Advisors
Utah
-$1.64K -98 Closed
PWAM
993
Private Wealth Asset Management
Iowa
-$335 -20 Closed
APW
994
Atlantic Private Wealth
North Carolina
-$251 -15 Closed
EW
995
Elyxium Wealth
California
-$167 -10 Closed
RJA
996
Ross\Johnson & Associates
Minnesota
-$167 -10 Closed
MFP
997
Meramec Financial Planners
Missouri
-$70 -4 Closed