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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
IAS
151
Insigneo Advisory Services
Florida
$168K +$794 +156 +0.4%
S
152
SignatureFD
Georgia
$164K -$55.9K -10,985 -23%
QPBE
153
Quintet Private Bank (Europe)
Luxembourg
$158K -$22.5K -4,419 -11%
CMTU
154
Capital Markets Trading (UK)
United Kingdom
$158K -$1.4M -275,064 -88%
Rafferty Asset Management
155
Rafferty Asset Management
New York
$157K -$200K -39,336 -52%
QCG
156
Quadrant Capital Group
Ohio
$150K -$6.79K -1,334 -4%
DWA
157
Delap Wealth Advisory
Oregon
$149K +$174K +34,225 New
Corient Private Wealth
158
Corient Private Wealth
Florida
$147K +$79.4K +15,600 +86%
AAS
159
Avantax Advisory Services
Texas
$142K +$31.7K +6,239 +24%
BBVA
160
Banco Bilbao Vizcaya Argentaria
Spain
$142K -$107K -21,076 -40%
FPL
161
Fortress Private Ledger
North Carolina
$139K +$162K +31,877 New
BP
162
Ballentine Partners
Massachusetts
$137K +$38.1K +7,488 +31%
JEST
163
JTC Employer Solutions Trustee
Jersey
$136K
PFS
164
Prospera Financial Services
Texas
$135K -$29.3K -5,766 -16%
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$135K +$57.9K +11,380 +58%
Truist Financial
166
Truist Financial
North Carolina
$132K +$631 +124 +0.4%
VCM
167
Viewpoint Capital Management
Washington
$131K +$153K +30,000 New
Lido Advisors
168
Lido Advisors
California
$128K -$31.5K -6,185 -17%
SFA
169
Sequoia Financial Advisors
Ohio
$121K -$3.77K -741 -3%
CI
170
Cigna Investments
Connecticut
$120K
AAM
171
Azzad Asset Management
Virginia
$120K -$78.1K -15,348 -36%
LSIA
172
LaSalle St. Investment Advisors
Illinois
$119K +$140K +27,430 New
CCMT
173
CMT Capital Markets Trading
Germany
$118K -$315K -62,000 -70%
AFG
174
Atomi Financial Group
New York
$117K +$38.4K +7,554 +39%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$112K +$9.48K +1,864 +8%

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.