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427 hedge funds and large institutions have $775M invested in NIO in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 95 increasing their positions, 151 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.11% less ownership

Funds ownership: 9.26%9.14% (-0.11%)

6% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 83

3% less funds holding

Funds holding: 439427 (-12)

11% less call options, than puts

Call options by funds: $347M | Put options by funds: $390M

35% less capital invested

Capital invested by funds: $1.19B → $775M (-$413M)

37% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 151

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
427
Holders Change
-12
Holders Change %
-2.73%
% of All Funds
5.62%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
78
Increased
95
Reduced
151
Closed
83
Calls
$347M
Puts
$390M
Net Calls
-$43.2M
Net Calls Change
+$40.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MTIM
101
Marathon Trading Investment Management
Pennsylvania
$444K +$351K +69,051 +211%
FDCDDQ
102
Federation des caisses Desjardins du Quebec
Quebec, Canada
$437K -$12.1K -2,374 -2%
US Bancorp
103
US Bancorp
Minnesota
$425K +$47.3K +9,298 +11%
CIAM
104
Caitong International Asset Management
Hong Kong
$422K +$493K +96,798 New
IAIM
105
International Assets Investment Management
Florida
$422K -$1.52M -299,653 -76%
EGM
106
Engineers Gate Manager
New York
$422K +$364K +71,448 +283%
1WA
107
180 Wealth Advisors
Washington
$417K -$34K -6,685 -7%
Neuberger Berman Group
108
Neuberger Berman Group
New York
$415K +$448 +88 +0.1%
FNT
109
First National Trust
Pennsylvania
$415K +$63.6K +12,500 +15%
GS
110
GTS Securities
New York
$414K -$185K -36,264 -28%
DnB Asset Management
111
DnB Asset Management
Norway
$410K +$2.54K +500 +0.5%
EH
112
Equitable Holdings
New York
$404K +$198K +38,960 +72%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$393K -$54K -10,604 -11%
HighTower Advisors
114
HighTower Advisors
Illinois
$392K -$2.52K -495 -0.5%
GFA
115
Gallagher Fiduciary Advisors
Illinois
$388K +$5.09K +1,000 +1%
AAM
116
Advisors Asset Management
Colorado
$387K +$33.6K +6,610 +8%
MWM
117
Meridian Wealth Management
Kentucky
$386K -$3.82K -750 -0.8%
Verition Fund Management
118
Verition Fund Management
Connecticut
$374K +$353K +69,297 +420%
TSS
119
Two Sigma Securities
New York
$360K -$867K -170,289 -67%
PAG
120
Private Advisor Group
New Jersey
$331K -$41K -8,059 -10%
SW
121
SteelPeak Wealth
California
$325K -$148 -29 -0%
Balyasny Asset Management
122
Balyasny Asset Management
Illinois
$322K -$2.21M -435,123 -85%
MFS
123
Mirabella Financial Services
United Kingdom
$314K +$367K +72,100 New
GCP
124
GSA Capital Partners
United Kingdom
$310K -$4.69K -921 -1%
RhumbLine Advisers
125
RhumbLine Advisers
Massachusetts
$306K -$34.7K -6,819 -9%

NIO Hedge Fund Activity: Q4 2024 in Review

427 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NIO (NIO) for Q4 2024, worth a combined $775M — down 35% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of NIO and 78 opened new positions — a net loss of 5 holders — while 151 trimmed existing stakes and 95 added.

The largest buyer was UBS Group, adding an estimated $204M. The largest seller was Millennium Management, cutting an estimated $43.1M.

  • 427 institutional investors held NIO (NIO) as of Q4 2024, down from 439 in Q3 2024.
  • Funds reported $775M of NIO stock for Q4 2024, down 35% quarter-over-quarter.
  • 78 funds opened new NIO positions in Q4 2024 and 83 closed out, a net change of -5 holders.
  • The largest NIO buyer in Q4 2024 was UBS Group, an estimated $204M added.
  • The largest NIO seller in Q4 2024 was Millennium Management, an estimated $43.1M sold.

Based on aggregated 13F filings for Q4 2024.