730 hedge funds and large institutions have $9.53B invested in Rivian in 2024 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 260 increasing their positions, 171 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
+46
Holders Change %
+6.73%
% of All Funds
10.62%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
129
Increased
260
Reduced
171
Closed
72
Calls
$1.12B
Puts
$1.44B
Net Calls
-$319M
Net Calls Change
+$88.3M
Name Holding Trade Value Shares
Change
Shares
Change %
IAA
401
Independent Advisor Alliance
North Carolina
$141K -$10.6K -792 -7%
BFO
402
Biltmore Family Office
North Carolina
$141K -$1.32K -98 -0.9%
EPA
403
Element Pointe Advisors
Florida
$140K
AAS
404
Avantax Advisory Services
Texas
$140K +$140K +10,441 New
LWM
405
Laidlaw Wealth Management
New York
$137K
CIBC Private Wealth Group
406
CIBC Private Wealth Group
Georgia
$137K +$3.47K +224 +3%
MHS
407
M Holdings Securities
Oregon
$136K +$136K +10,137 New
SMH
408
Sanders Morris Harris
Texas
$136K +$11K +823 +9%
SG
409
Sharper & Granite
California
$134K
OPS
410
Orion Portfolio Solutions
Nebraska
$134K +$134K +10,000 New
BCI
411
Brinker Capital Investments
Pennsylvania
$134K +$134K +10,000 New
Federated Hermes
412
Federated Hermes
Pennsylvania
$132K -$7.34K -547 -5%
LWCFA
413
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$128K -$72 -4 -0.1%
CC
414
Cypress Capital
Tennessee
$125K -$11.1K -828 -8%
CL
415
CSS LLC
Illinois
$125K +$79.2K +5,904 +174%
CFGS
416
Concourse Financial Group Securities
Alabama
$118K -$33.5K -2,495 -22%
BCWM
417
Bartlett & Co Wealth Management
Ohio
$113K +$1.61K +120 +1%
FPF
418
First Pacific Financial
Washington
$112K +$110K +8,171 +4,086%
QL
419
Quarry LP
New York
$105K +$105K +7,809 New
JPWM
420
Jamison Private Wealth Management
Georgia
$103K
VSQM
421
V-Square Quantitative Management
Illinois
$97K +$228 +17 +0.2%
MSFP
422
Mark Sheptoff Financial Planning
Connecticut
$96.3K -$16.1K -1,200 -14%
HI
423
Harbour Investments
Wisconsin
$90.3K +$4.34K +323 +5%
TCOV
424
Trust Company of Vermont
Vermont
$89.9K -$6.98K -520 -7%
A
425
AlphaQuest
New York
$89.5K -$93K -6,928 -51%