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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
RFC
176
Regions Financial Corp
Alabama
$110K
CAI
177
Capital Advisors Inc
Oklahoma
$110K +$129K +25,300 New
FWP
178
Firethorn Wealth Partners
Georgia
$109K +$127K +25,000 New
MOS
179
MGO One Seven
Ohio
$107K +$3.64K +715 +3%
SC
180
Scotia Capital
Ontario, Canada
$105K -$4.52K -888 -4%
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$105K +$10.4K +2,053 +9%
PAM
182
Panagora Asset Management
Massachusetts
$105K
CLOS
183
Compagnie Lombard Odier SCmA
Switzerland
$105K +$44.5K +8,750 +57%
National Bank of Canada
184
National Bank of Canada
Quebec, Canada
$105K -$109K -21,437 -47%
AFP
185
Ausdal Financial Partners
Iowa
$103K +$382 +75 +0.3%
CL
186
Choreo LLC
Illinois
$102K -$4.71K -925 -4%
IIA
187
IPG Investment Advisors
California
$100K -$58.5K -11,500 -33%
VAM
188
Vienna Asset Management
California
$99.8K +$117K +22,900 New
PP
189
PDS Planning
Ohio
$99.3K +$13.4K +2,627 +13%
LWM
190
LJI Wealth Management
Indiana
$97K
TWC
191
TD Waterhouse Canada
Ontario, Canada
$94.4K +$16K +3,152 +17%
SWM
192
Spire Wealth Management
Virginia
$93.7K +$85K +16,701 +348%
LNWTC
193
Laird Norton Wetherby Trust Company
Washington
$92.8K +$108K +21,274 New
BCI
194
Brinker Capital Investments
Pennsylvania
$92.6K +$108K +21,231 New
OPS
195
Orion Portfolio Solutions
Nebraska
$92.6K +$108K +21,231 New
DZ Bank
196
DZ Bank
Germany
$90.4K -$129K -25,344 -55%
BWP
197
BSW Wealth Partners
Colorado
$89K +$18.3K +3,606 +21%
PFWA
198
Paces Ferry Wealth Advisors
Georgia
$87.9K
Wealth Enhancement Advisory Services
199
Wealth Enhancement Advisory Services
Minnesota
$86.8K -$76.4K -15,010 -43%
CG
200
Caprock Group
Idaho
$86.1K +$27.2K +5,347 +37%

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.