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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
FAFN
201
First Affirmative Financial Network
Colorado
$83.9K +$7.69K +1,512 +9%
WFI
202
West Family Investments
California
$83.7K -$7.67K -1,508 -7%
GWM
203
Greenwich Wealth Management
Connecticut
$83K -$59.2K -11,640 -38%
SP
204
Stablepoint Partners
Massachusetts
$82.8K -$17.4K -3,427 -15%
IFG
205
Independent Financial Group
California
$81.9K +$15.3K +3,000 +19%
DCM
206
DGS Capital Management
New Jersey
$81K +$94.5K +18,570 New
KWA
207
Kingswood Wealth Advisors
California
$79.2K +$92.4K +18,155 New
Cerity Partners
208
Cerity Partners
New York
$78.4K -$185K -36,389 -73%
OBWG
209
Onyx Bridge Wealth Group
New York
$76.5K -$239 -47 -0.3%
Ensign Peak Advisors
210
Ensign Peak Advisors
Utah
$75.7K -$718K -141,050 -89%
TWM
211
Tradition Wealth Management
Minnesota
$73.3K
OIA
212
OneDigital Investment Advisors
Kansas
$72K -$1.3K -255 -2%
DIG
213
DeepCurrents Investment Group
New York
$72K
Franklin Resources
214
Franklin Resources
California
$71.9K +$14.2K +2,788 +20%
FHC
215
First Heartland Consultants
Missouri
$71.6K -$2.24K -440 -3%
CIBC World Market
216
CIBC World Market
Ontario, Canada
$70K -$10.6K -2,080 -11%
GIC
217
Generali Investments CEE
Czech Republic
$67.1K +$78.4K +15,400 New
MTWM
218
Masso Torrence Wealth Management
New Jersey
$67.1K
MML Investors Services
219
MML Investors Services
Massachusetts
$66K -$20.2K -3,963 -21%
SPIA
220
Steward Partners Investment Advisory
New York
$65.8K -$29.2K -5,740 -28%
UBP
221
Union Bancaire Privee
Switzerland
$65.7K +$76.3K +15,000 New
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
$65.6K +$9.72K +1,911 +15%
SIA
223
Schechter Investment Advisors
Michigan
$65.6K -$972 -191 -1%
SRC
224
Shufro Rose & Co
New York
$65.4K +$76.3K +15,000 New
EWM
225
Empirical Wealth Management
Washington
$65.2K +$11.2K +2,200 +17%

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.