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Joby Aviation

521 hedge funds and large institutions have $4.46B invested in Joby Aviation in 2026 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 219 increasing their positions, 93 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 93

57% more call options, than puts

Call options by funds: $119M | Put options by funds: $76M

50% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 68

6.01% more ownership

Funds ownership: 53.11%59.12% (+6%)

4% more funds holding

Funds holding: 500521 (+21)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

30% less capital invested

Capital invested by funds: $6.39B → $4.46B (-$1.93B)

Holders
521
Holders Change
+21
Holders Change %
+4.2%
% of All Funds
6.42%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
102
Increased
219
Reduced
93
Closed
68
Calls
$119M
Puts
$76M
Net Calls
+$43.3M
Net Calls Change
-$3.29M
Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
401
Beacon Investment Advisory Services
New Jersey
$16.5K +$22.5K +2,000 New
OCM
402
Orion Capital Management
California
$16.3K +$2.76K +245 +14%
MSWA
403
Marshall & Sterling Wealth Advisors
New York
$14.9K
CFD
404
Creative Financial Designs
Indiana
$14.7K
API
405
Asset Planning Inc
California
$14K
CA
406
CoreCap Advisors
Michigan
$13.5K -$47.6K -4,224 -72%
CFFP
407
Center for Financial Planning
Michigan
$13.1K
DI
408
DAGCO Inc
Ohio
$12.4K
VNA
409
Valley National Advisers
Pennsylvania
$12K
HPC
410
HM Payson & Co
Maine
$11K +$203 +18 +1%
AssetMark Inc
411
AssetMark Inc
California
$10.9K +$7.27K +645 +96%
MWA
412
Medallion Wealth Advisors
Connecticut
$10.1K
IWP
413
IAG Wealth Partners
Wisconsin
$9.91K
SWM
414
SHP Wealth Management
Massachusetts
$9.73K +$11.5K +1,025 +670%
MPWT
415
MassMutual Private Wealth & Trust
Connecticut
$9.6K +$1.02K +91 +8%
CT
416
Caldwell Trust
Florida
$9.58K
VR
417
Vision Retirement
New Jersey
$9.09K
CVM
418
Cheviot Value Management
California
$8.26K
JFG
419
JDM Financial Group
Texas
$8.26K
AGWCA
420
Annis Gardner Whiting Capital Advisors
Florida
$8.26K +$11.3K +1,000 New
CJ
421
Caitlin John
Michigan
$8.26K +$11.3K +1,000 New
MHR
422
Matthew Hamilton Rosenberg
$8.03K
HBW
423
Hazlett, Burt & Watson
West Virginia
$8K -$980 -87 -8%
BW
424
Basepoint Wealth
Iowa
$7.39K +$11 +1 +0.1%
SC
425
SouthState Corp
Florida
$7.27K +$9.91K +880 New