We are live on ! Find out more

431 hedge funds and large institutions have $1.62B invested in NIO in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 121 increasing their positions, 113 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 53

6% more funds holding

Funds holding: 407431 (+24)

7% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 113

3.92% less ownership

Funds ownership: 20.25%16.33% (-3.9%)

34% less capital invested

Capital invested by funds: $2.45B → $1.62B (-$826M)

38% less call options, than puts

Call options by funds: $470M | Put options by funds: $761M

100% less funds holding in top 10

Funds holding in top 10: 50 (-5)

Holders
431
Holders Change
+24
Holders Change %
+5.9%
% of All Funds
5.24%
Holding in Top 10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
New
90
Increased
121
Reduced
113
Closed
53
Calls
$470M
Puts
$761M
Net Calls
-$291M
Net Calls Change
+$148M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
276
Basecamp Wealth Advisors
Washington
$30.7K +$37.2K +6,025 New
SWA
277
SOA Wealth Advisors
New York
$30.4K +$188K +30,415 New
AUB
278
Atlantic Union Bankshares
Virginia
$30.3K +$18.2K +2,950 +98%
NFSG
279
Newbridge Financial Services Group
Florida
$28.1K
EPIME
280
Evelyn Partners Investment Management (Europe)
$25.5K
SC
281
Stephens Consulting
Michigan
$25.5K
MCM
282
MAI Capital Management
Ohio
$22.6K +$18.4K +2,975 +206%
NSIM
283
North Star Investment Management
Illinois
$21.9K +$629 +102 +2%
SAG
284
SageView Advisory Group
California
$19.8K +$23.9K +3,879 New
EWA
285
EverSource Wealth Advisors
Alabama
$18.5K +$7.7K +1,248 +52%
SWM
286
Spire Wealth Management
Virginia
$17.3K
JFG
287
Jefferies Financial Group
New York
$15.9K -$6.45K -1,046 -25%
BL
288
BFSG LLC
California
$15.8K
NEWAS
289
N.E.W. Advisory Services
Wisconsin
$14.9K
ACA
290
Atlas Capital Advisors
Wyoming
$14.5K +$17.6K +2,845 New
GXJ
291
Global X Japan
Japan
$14.2K
C
292
Covestor
United Kingdom
$13K
QC
293
Quent Capital
New York
$12.8K +$15.4K +2,500 New
HI
294
Harbour Investments
Wisconsin
$12.2K +$2.38K +386 +19%
BP
295
BNP Paribas
France
$11K
GRP
296
Global Retirement Partners
California
$10.4K
PMFA
297
Plante Moran Financial Advisors
Michigan
$10.2K -$617 -100 -5%
VWM
298
Vermillion Wealth Management
Minnesota
$10.2K
CFFP
299
Center for Financial Planning
Michigan
$10.1K
PWPS
300
Pinnacle Wealth Planning Services
Ohio
$9.87K +$11.9K +1,936 New