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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
Northwestern Mutual Wealth Management
426
Northwestern Mutual Wealth Management
Wisconsin
$110K +$6.48K +563 +7%
IA
427
IFP Advisors
Florida
$106K +$55.8K +4,851 +154%
CFD
428
Creative Financial Designs
Indiana
$105K +$20.2K +1,754 +29%
HIP
429
HUB Investment Partners
Texas
$99.2K +$85.9K +7,460 New
VSQM
430
V-Square Quantitative Management
Illinois
$97.5K +$806 +70 +1%
NFSG
431
Newbridge Financial Services Group
Florida
$94.2K
GC
432
Gould Capital
Washington
$93.4K +$37.7K +3,280 +88%
LWCFA
433
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$91.3K
SWM
434
Spire Wealth Management
Virginia
$90.5K -$11.4K -988 -13%
MSFP
435
Mark Sheptoff Financial Planning
Connecticut
$88.8K -$1.15K -100 -1%
CFGS
436
Concourse Financial Group Securities
Alabama
$86.5K -$1.32K -115 -2%
CA
437
Continuum Advisory
Idaho
$86.1K +$345 +30 +0.5%
LS
438
Livforsakringsbolaget Skandia
Sweden
$85.1K
NSIM
439
North Star Investment Management
Illinois
$84.8K +$34.5K +3,000 +89%
AA
440
Ancora Advisors
Ohio
$81.1K
CJ
441
Caitlin John
Michigan
$80.1K
FFA
442
Farther Finance Advisors
California
$77.6K -$112K -9,757 -63%
CF
443
Corebridge Financial
Texas
$77.1K -$3.82K -332 -5%
BHWM
444
Beaird Harris Wealth Management
Texas
$70.9K +$54.7K +4,750 +819%
TCOV
445
Trust Company of Vermont
Vermont
$69.8K -$7.48K -650 -11%
ECM
446
EMC Capital Management
Texas
$67K -$267K -23,206 -82%
PBK
447
Peoples Bank (Kansas)
Kansas
$66.5K
TWC
448
TD Waterhouse Canada
Ontario, Canada
$66K -$3.85K -335 -6%
BIG
449
Brooklyn Investment Group
New York
$65.6K -$8.94K -777 -14%
OAM
450
Ostrum Asset Management
France
$62.6K -$2.24K -195 -4%