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754 hedge funds and large institutions have $8.36B invested in Rivian in 2024 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 212 increasing their positions, 239 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 80

24% more capital invested

Capital invested by funds: $6.76B → $8.36B (+$1.6B)

7% more funds holding

Funds holding: 707754 (+47)

1.9% more ownership

Funds ownership: 60.11%62.02% (+1.9%)

11% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 239

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

37% less call options, than puts

Call options by funds: $1.12B | Put options by funds: $1.78B

Holders
754
Holders Change
+47
Holders Change %
+6.65%
% of All Funds
9.93%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
140
Increased
212
Reduced
239
Closed
80
Calls
$1.12B
Puts
$1.78B
Net Calls
-$663M
Net Calls Change
-$41.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
401
AXQ Capital
New Jersey
$143K -$72.3K -6,280 -37%
RFA
402
Rollins Financial Advisors
New York
$142K +$123K +10,707 New
EWA
403
EP Wealth Advisors
California
$142K -$9.06K -787 -7%
AWA
404
Arkadios Wealth Advisors
Georgia
$142K +$5.43K +472 +5%
CG
405
Caprock Group
Idaho
$141K +$122K +10,608 New
KeyBank National Association
406
KeyBank National Association
Ohio
$141K +$122K +10,596 New
STA
407
Summit Trail Advisors
New York
$140K -$12.9K -1,124 -10%
GC
408
Guggenheim Capital
Illinois
$140K -$3.6K -313 -3%
EPA
409
Element Pointe Advisors
Florida
$139K
AIM
410
Aspen Investment Management
Michigan
$138K +$120K +10,400 New
WWM
411
Western Wealth Management
Colorado
$137K -$70.2K -6,098 -37%
LWM
412
Laidlaw Wealth Management
New York
$136K
CFG
413
Citizens Financial Group
Rhode Island
$135K -$22.7K -1,975 -16%
AA
414
Aire Advisors
California
$134K +$116K +10,081 New
HWA
415
HCR Wealth Advisors
California
$133K +$115K +10,030 New
ABLA
416
Alan B. Lancz & Associates
Ohio
$133K +$115K +10,000 New
MWM
417
MinichMacGregor Wealth Management
New York
$133K +$115K +10,000 New
PA
418
Parallel Advisors
California
$131K -$30.5K -2,647 -21%
LFG
419
Larson Financial Group
Missouri
$130K -$88.3K -7,672 -44%
HI
420
Harbour Investments
Wisconsin
$119K +$3.53K +307 +4%
GI
421
GAMMA Investing
California
$118K +$46.3K +4,022 +83%
PPA
422
Pilgrim Partners Asia
Singapore
$117K +$101K +8,800 New
MCM
423
MAI Capital Management
Ohio
$116K +$101K +8,752 New
BCWM
424
Bartlett & Co Wealth Management
Ohio
$112K
AAP
425
Arax Advisory Partners
Colorado
$111K +$72.6K +6,312 +309%