We are live on ! Find out more

250 hedge funds and large institutions have $3.92B invested in Li Auto in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 72 increasing their positions, 89 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 30

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

10% more funds holding

Funds holding: 228250 (+22)

9% more capital invested

Capital invested by funds: $3.6B → $3.92B (+$318M)

6% more call options, than puts

Call options by funds: $871M | Put options by funds: $822M

0.26% more ownership

Funds ownership: 5.67%5.93% (+0.26%)

19% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 89

Holders
250
Holders Change
+22
Holders Change %
+9.65%
% of All Funds
3.64%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
55
Increased
72
Reduced
89
Closed
30
Calls
$871M
Puts
$822M
Net Calls
+$49.3M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
226
Larson Financial Group
Missouri
$5.99K
N
227
Natixis
France
$5.99K +$5.77K +160 New
SA
228
Scarborough Advisors
Maryland
$5.99K +$5.77K +160 New
JWM
229
Janiczek Wealth Management
Colorado
$5.76K +$2.6K +72 +88%
BIA
230
Bell Investment Advisors
California
$5.32K +$685 +19 +15%
GGI
231
Godsey & Gibb Inc
Virginia
$3.74K
PA
232
PSI Advisors
Florida
$3.74K
PS
233
Principal Securities
Iowa
$3.74K +$3.61K +100 New
FFA
234
Farther Finance Advisors
California
$3.67K +$3.54K +98 New
BF
235
BOK Financial
Oklahoma
$3.07K +$2.96K +82 New
JWA
236
JFS Wealth Advisors
Pennsylvania
$2.81K +$108 +3 +4%
Baillie Gifford & Co
237
Baillie Gifford & Co
United Kingdom
$2.51K +$2.42K +67 New
GRP
238
Global Retirement Partners
California
$2.27K +$2.71K +75 New
VWM
239
Venturi Wealth Management
Texas
$1.24K +$1.19K +33 New
IA
240
IFP Advisors
Florida
$1.12K -$17.8K -494 -94%
SWM
241
Sanctuary Wealth Management
Idaho
$1.12K
VWWMG
242
Vermillion & White Wealth Management Group
Pennsylvania
$1.12K +$1.08K +30 New
GI
243
Gradient Investments
Minnesota
$936
BWM
244
Baystate Wealth Management
Massachusetts
$786
AWM
245
Abound Wealth Management
Tennessee
$712
AF
246
Advisornet Financial
Minnesota
$299 +$289 +8 New
FP
247
Financial Perspectives
Minnesota
$75
VAG
248
VisionPoint Advisory Group
Texas
$75
GWMIA
249
Global Wealth Management Investment Advisory
Florida
$37
AMH
250
Aspex Management (HK)
Hong Kong
-$186M -5,222,387 Closed

LI Hedge Fund Activity: Q4 2023 in Review

250 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Li Auto (LI) for Q4 2023, worth a combined $3.92B — up 8.8% from $3.6B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new LI positions and 30 closed out — a net gain of 25 holders — while 72 added to existing stakes and 89 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $257M. The largest seller was Aspex Management (HK), exiting entirely with an estimated $186M sold.

  • 250 institutional investors held Li Auto (LI) as of Q4 2023, up from 228 in Q3 2023.
  • Funds reported $3.92B of Li Auto stock for Q4 2023, up 8.8% quarter-over-quarter.
  • 55 funds opened new Li Auto positions in Q4 2023 and 30 closed out, a net change of +25 holders.
  • The largest Li Auto buyer in Q4 2023 was Morgan Stanley, an estimated $257M added.
  • The largest Li Auto seller in Q4 2023 was Aspex Management (HK), an estimated $186M sold.

Based on aggregated 13F filings for Q4 2023.