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Nu Holdings

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: 649709 (+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: 5245 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
126
Federated Hermes
Pennsylvania
$22.1M -$2.36M -177,667 -8%
AIM
127
ARK Investment Management
Florida
$21.6M -$387K -29,126 -1%
New York State Common Retirement Fund
128
New York State Common Retirement Fund
New York
$21M -$7.04M -529,060 -21%
AIM
129
Allen Investment Management
New York
$20.2M -$1.32M -99,056 -5%
GCM
130
Glynn Capital Management
California
$19.9M +$2.21M +166,098 +9%
CS
131
Candriam SCA
Luxembourg
$19.4M -$28.3M -2,127,179 -53%
MGCM
132
Mane Global Capital Management
New York
$18.9M +$24.2M +1,820,000 New
Vontobel Holding
133
Vontobel Holding
Switzerland
$18.6M -$3.52M -264,765 -13%
SAM
134
Storebrand Asset Management
Norway
$18.4M +$9.28M +697,997 +65%
Mariner
135
Mariner
Kansas
$18.4M +$1.04M +78,090 +5%
AI
136
Axiom Investors
Connecticut
$17.7M -$38.9M -2,924,225 -63%
JAM
137
Jupiter Asset Management
United Kingdom
$17.5M -$28.8M -2,161,717 -56%
TD Asset Management
138
TD Asset Management
Ontario, Canada
$17.3M -$8.97M -674,320 -29%
VOYA Investment Management
139
VOYA Investment Management
Georgia
$16.8M -$278K -20,886 -1%
SCGDR
140
Sharp Capital Gestora de Recursos
Brazil
$16.7M -$14.2M -1,071,348 -40%
PCM
141
Penserra Capital Management
California
$16.5M -$899K -67,616 -4%
First Trust Advisors
142
First Trust Advisors
Illinois
$15.9M -$6.06M -455,475 -23%
NC
143
NZS Capital
Colorado
$15.8M +$1.02M +76,595 +5%
DAM
144
Deepwater Asset Management
Minnesota
$15.6M +$6.68M +502,295 +50%
TIM
145
Thornburg Investment Management
New Mexico
$15.5M -$8.07M -606,590 -29%
AC
146
AMS Capital
Brazil
$15.2M +$5.74M +431,215 +42%
WPW
147
Warther Private Wealth
Ohio
$15.1M +$7.97M +599,250 +70%
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$14.8M +$8.32M +625,397 +77%
UOWF
149
University of Wisconsin Foundation
Wisconsin
$14.8M
Nomura Asset Management
150
Nomura Asset Management
Japan
$14.7M +$28.3K +2,131 +0.2%

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.