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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
KAS
126
Kestra Advisory Services
Texas
$304K +$197K +38,692 +124%
LNWWM
127
Laird Norton Wetherby Wealth Management
California
$290K +$44.5K +8,746 +15%
RWMG
128
Redwood Wealth Management Group
New Jersey
$290K +$74.5K +14,640 +28%
APW
129
Axim Planning & Wealth
Ohio
$287K -$74.5K -14,632 -18%
Man Group
130
Man Group
United Kingdom
$279K -$14.6M -2,876,945 -98%
SMH
131
Sanders Morris Harris
Texas
$270K +$306K +60,200 New
CAM
132
Cresset Asset Management
Illinois
$262K -$159K -31,161 -34%
Pathstone Holdings
133
Pathstone Holdings
New Jersey
$255K -$142K -27,808 -32%
Calamos Advisors
134
Calamos Advisors
Illinois
$245K
VA
135
Vident Advisory
Georgia
$235K +$104K +20,349 +61%
VPIM
136
Vanguard Personalized Indexing Management
California
$230K +$14.9K +2,926 +6%
OC
137
Oppenheimer & Co
New York
$228K -$131K -25,729 -33%
CF
138
Cantor Fitzgerald
New York
$217K +$187K +36,774 +281%
AWS
139
Atria Wealth Solutions
New York
$215K -$50.2K -9,858 -17%
JSSH
140
J. Safra Sarasin Holding
$214K +$163K +32,000 +187%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$211K -$107K -21,016 -30%
OCBCO
142
Oversea-Chinese Banking Corp (OCBC)
Singapore
$204K +$232K +45,610 New
GAA
143
Green Alpha Advisors
Colorado
$202K -$138K -27,118 -37%
SA
144
Sanctuary Advisors
Indiana
$195K -$198K -38,962 -47%
IWC
145
Integrated Wealth Concepts
Massachusetts
$193K -$29.9K -5,877 -12%
OSAM
146
O'Shaughnessy Asset Management
Connecticut
$179K +$46.9K +9,222 +29%
TWP
147
Tempus Wealth Planning
California
$173K +$202K +39,767 New
CGH
148
Crossmark Global Holdings
Texas
$172K +$305 +60 +0.2%
GC
149
Guggenheim Capital
Illinois
$170K +$32.5K +6,395 +20%
Credit Agricole
150
Credit Agricole
France
$169K +$159K +31,235 +415%

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.