477 hedge funds and large institutions have $4.8B invested in NIO in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 149 increasing their positions, 145 reducing their positions, and 59 closing their positions.

Holders
477
Holders Change
-11
Holders Change %
-2.25%
% of All Funds
7.52%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
51
Increased
149
Reduced
145
Closed
59
Calls
$420M
Puts
$381M
Net Calls
+$39.4M
Net Calls Change
+$109M
Name Market Value Shares Shares
Change
Shares
Change %
AWM
426
AllSquare Wealth Management
New York
$1.1K 148
BWL
427
Bogart Wealth LLC
Virginia
$1.09K 112
VNA
428
Valley National Advisers
Pennsylvania
$1K 100
BFEC
429
Benjamin F. Edwards & Company
Missouri
$1K 100
CMP
430
Coston McIsaac & Partners
Maine
$1K 115
LWA
431
Lowe Wealth Advisors
Maryland
$969 100
PCA
432
Providence Capital Advisors
North Carolina
$969 100
KHC
433
Koesten Hirschmann & Crabtree
Kansas
$969 100
DJSG
434
D.J. St. Germain
Massachusetts
$969 100 +100 New
RFG
435
RFP Financial Group
Georgia
$872 90
TIM
436
Tortoise Investment Management
New York
$833 86
BWM
437
Baystate Wealth Management
Massachusetts
$804 83 +10 +14%
TCM
438
Tradewinds Capital Management
Washington
$795 82 +82 New
ODG
439
O'Dell Group
Ohio
$776 80 +80 New
CWP
440
Concord Wealth Partners
Virginia
$746 77
BCWM
441
Bartlett & Co Wealth Management
Ohio
$485 50
MFT
442
Moisand Fitzgerald Tamayo
Florida
$485 50 +50 New
NRG
443
Nemes Rush Group
Michigan
$485 50 +50 New
TIM
444
Thompson Investment Management
Wisconsin
$484 50
TF
445
TimeScale Financial
Massachusetts
$426 44
VWM
446
Venturi Wealth Management
Texas
$417 43 +43 New
EARNEST Partners
447
EARNEST Partners
Georgia
$407 42
SIS
448
Strategic Investment Solutions
Illinois
$354 47
KFS
449
Kelly Financial Services
Massachusetts
$320 33
BIA
450
Bell Investment Advisors
California
$311 32