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NIO
NIO

411 hedge funds and large institutions have $848M invested in NIO in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 110 increasing their positions, 126 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $775M → $848M (+$72.9M)

2.31% more ownership

Funds ownership: 9.14% → 11.46% (+2.3%)

6% more call options, than puts

Call options by funds: $403M | Put options by funds: $379M

4% less funds holding

Funds holding: 427 → 411 (-16)

13% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 126

14% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 63

Holders
411
Holders Change
-16
Holders Change %
-3.75%
% of All Funds
5.51%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
54
Increased
110
Reduced
126
Closed
63
Calls
$403M
Puts
$379M
Net Calls
+$23.8M
Net Calls Change
+$67M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$136M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$36M
3
Bank of America
Bank of America
North Carolina
+$29M
4
Citigroup
Citigroup
New York
+$26.1M
5
UBS AM
UBS AM
Illinois
+$22.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$16.7M
2
Morgan Stanley
Morgan Stanley
New York
-$15.6M
3
Goldman Sachs
Goldman Sachs
New York
-$10.5M
4
Renaissance Technologies
Renaissance Technologies
New York
-$8.95M
5
N
Natixis
France
-$6.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
376
HighMark Wealth Management
Minnesota
$381 +$440 +100 New
TIM
377
Tortoise Investment Management
New York
$328 – – –
SIS
378
Strategic Investment Solutions
Illinois
$324 – – –
OC
379
Oakworth Capital
Alabama
$305 +$352 +80 New
MMCM
380
Murphy & Mullick Capital Management
New York
$290 – – –
T
381
Transce3nd
Texas
$278 -$440 -100 -58%
VWWMG
382
Vermillion & White Wealth Management Group
Pennsylvania
$255 – – –
BCWM
383
Bartlett & Co Wealth Management
Ohio
$191 – – –
SFGP
384
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$191 – – –
HIA
385
HFM Investment Advisors
New Jersey
$191 +$220 +50 New
SC
386
SouthState Corp
Florida
$191 +$220 +50 New
SS
387
Sunbelt Securities
Texas
$190 -$321 -73 -59%
TIM
388
Thompson Investment Management
Wisconsin
$190 – – –
WPA
389
Wealth Preservation Advisors
Tennessee
$145 +$167 +38 New
FCAS
390
First Command Advisory Services
Texas
$133 +$154 +35 New
CWM
391
Copia Wealth Management
Oregon
$114 – – –
ACA
392
American Capital Advisory
Idaho
$111 -$4.4K -1,000 -97%
FP
393
Financial Perspectives
Minnesota
$110 -$9 -2 -7%
AWM
394
Abound Wealth Management
Tennessee
$96 -$13 -3 -11%
PP
395
Pacifica Partners
Canada
$93 – – –
CA
396
Clearstead Advisors
Ohio
$88 – – –
SIC
397
SJS Investment Consulting
Ohio
$77 – – –
CAWM
398
Capital A Wealth Management
Pennsylvania
$61 -$220 -50 -76%
CFP
399
Comprehensive Financial Planning
Pennsylvania
$57 – – –
BMC
400
Bear Mountain Capital
Washington
$42 – – –
14 15
16
17 18

NIO Hedge Fund Activity: Q1 2025 in Review

411 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in NIO (NIO) for Q1 2025, worth a combined $848M — up 9.4% from $775M a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of NIO and 54 opened new positions — a net loss of 9 holders — while 126 trimmed existing stakes and 110 added.

The largest buyer was UBS Group, adding an estimated $136M. The largest seller was JP Morgan Chase, cutting an estimated $16.7M.

  • 411 institutional investors held NIO (NIO) as of Q1 2025, down from 427 in Q4 2024.
  • Funds reported $848M of NIO stock for Q1 2025, up 9.4% quarter-over-quarter.
  • 54 funds opened new NIO positions in Q1 2025 and 63 closed out, a net change of -9 holders.
  • The largest NIO buyer in Q1 2025 was UBS Group, an estimated $136M added.
  • The largest NIO seller in Q1 2025 was JP Morgan Chase, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2025.