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736 hedge funds and large institutions have $9.54B invested in Rivian in 2024 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 262 increasing their positions, 174 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 72

51% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 174

42% more capital invested

Capital invested by funds: $6.74B → $9.54B (+$2.8B)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

7% more funds holding

Funds holding: 689736 (+47)

0.84% more ownership

Funds ownership: 63.27%64.11% (+0.84%)

22% less call options, than puts

Call options by funds: $1.12B | Put options by funds: $1.44B

Holders
736
Holders Change
+47
Holders Change %
+6.82%
% of All Funds
10.63%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
130
Increased
262
Reduced
174
Closed
72
Calls
$1.12B
Puts
$1.44B
Net Calls
-$319M
Net Calls Change
+$88.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
251
Trivest Advisors
Hong Kong
$537K +$418K +40,000 New
FIA
252
FNY Investment Advisers
New York
$536K +$417K +39,950 +79,900%
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$535K +$179K +17,174 +76%
CL
254
Choreo LLC
Illinois
$529K +$264K +25,259 +198%
OTL
255
Oak Thistle LLC
New York
$528K +$411K +39,368 New
CWM
256
CIBC World Markets
New York
$526K +$125K +11,990 +44%
Prudential Financial
257
Prudential Financial
New Jersey
$522K +$24.1K +2,311 +6%
CGL
258
Clarius Group LLC
Washington
$521K +$4.53K +433 +1%
IFG
259
Independent Financial Group
California
$500K -$110K -10,548 -22%
MA
260
Mutual Advisors
Nebraska
$499K +$43K +4,117 +16%
CAM
261
Cresset Asset Management
Illinois
$497K +$188K +17,948 +94%
Assenagon Asset Management
262
Assenagon Asset Management
Luxembourg
$492K +$6.31K +604 +2%
FDCDDQ
263
Federation des caisses Desjardins du Quebec
Quebec, Canada
$487K +$161K +15,424 +74%
VFA
264
Valeo Financial Advisors
Indiana
$478K +$27.4K +2,621 +8%
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
$466K +$123K +11,792 +51%
AAM
266
Advisors Asset Management
Colorado
$464K +$20.2K +1,931 +6%
BPA
267
Beacon Pointe Advisors
California
$462K +$34.9K +3,341 +11%
SC
268
Sagefield Capital
Texas
$457K +$356K +34,076 New
Brown Advisory
269
Brown Advisory
Maryland
$442K -$27.3K -2,610 -7%
William Blair & Company
270
William Blair & Company
Illinois
$442K -$371K -35,522 -52%
EOJOAM
271
E. Ohman J:or Asset Management
Sweden
$442K +$94K +9,000 +38%
AF
272
Allworth Financial
California
$435K +$18.7K +1,793 +7%
Rafferty Asset Management
273
Rafferty Asset Management
New York
$434K +$145K +13,840 +75%
BFM
274
Boothbay Fund Management
New York
$424K +$330K +31,559 New
DWA
275
Delap Wealth Advisory
Oregon
$422K +$156K +14,900 +90%