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294 hedge funds and large institutions have $8.92B invested in Li Auto in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 97 increasing their positions, 96 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more funds holding in top 10

Funds holding in top 10: 1325 (+12)

53% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 38

47% more capital invested

Capital invested by funds: $6.05B → $8.92B (+$2.86B)

5% more funds holding

Funds holding: 279294 (+15)

1% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 96

0.17% less ownership

Funds ownership: 13.71%13.54% (-0.17%)

33% less call options, than puts

Call options by funds: $620M | Put options by funds: $925M

Holders
294
Holders Change
+15
Holders Change %
+5.38%
% of All Funds
4.95%
Holding in Top 10
25
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+92.31%
% of All Funds
0.42%
New
58
Increased
97
Reduced
96
Closed
38
Calls
$620M
Puts
$925M
Net Calls
-$306M
Net Calls Change
-$81.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
251
Compagnie Lombard Odier SCmA
Switzerland
$25K
PA
252
Parallel Advisors
California
$24K -$1.15K -43 -6%
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$14K -$3.34K -125 -25%
CI Investments Inc
254
CI Investments Inc
Ontario, Canada
$14K +$9.78K +366 New
BTI
255
Blue Trust Inc
Georgia
$14K +$14.9K +558 New
SPIA
256
Steward Partners Investment Advisory
New York
$12K
TWC
257
TD Waterhouse Canada
Ontario, Canada
$11.6K +$1.34K +50 +25%
PFBT
258
Parkside Financial Bank & Trust
Missouri
$11K
WWP
259
WR Wealth Planners
Missouri
$10.5K
Bank of Montreal
260
Bank of Montreal
Ontario, Canada
$9.46K -$9.88M -369,876 -60%
CFFP
261
Center for Financial Planning
Michigan
$9K
TFGT
262
TS Financial Group (TSFG)
Illinois
$9K
HPC
263
HM Payson & Co
Maine
$8K -$11.3K -423 -68%
BHWM
264
Beaird Harris Wealth Management
Texas
$8K
VNA
265
Valley National Advisers
Pennsylvania
$8K
CI
266
CX Institutional
Indiana
$8K +$5.32K +199 New
SCM
267
Segantii Capital Management
Hong Kong
$7.04K +$4.82M +180,500 New
M1FG
268
Mach-1 Financial Group
Arkansas
$7K +$5.34K +200 New
LC
269
Lindbrook Capital
California
$6K -$8.2K -307 -68%
BBPWM
270
Blue Bell Private Wealth Management
Pennsylvania
$6K
CB
271
CNB Bank
Pennsylvania
$6K
LFG
272
Larson Financial Group
Missouri
$6K
EWA
273
EverSource Wealth Advisors
Alabama
$5K -$6.68K -250 -64%
GWS
274
Glassman Wealth Services
Virginia
$5K -$1.98K -74 -36%
ACM
275
Antonetti Capital Management
Florida
$5K +$1.87K +70 +140%