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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
CWP
551
Clark Wealth Partners
Illinois
$9.84K +$8.52K +740 New
NRG
552
Nemes Rush Group
Michigan
$9.48K
BAM
553
Bellevue Asset Management
Washington
$9.38K
MWA
554
Medallion Wealth Advisors
Connecticut
$9.22K +$7.98K +693 New
PCWA
555
Pacific Capital Wealth Advisors
California
$9.07K
AWM
556
Avior Wealth Management
Nebraska
$9.04K +$3.13K +272 +67%
HIA
557
Harbor Investment Advisory
Maryland
$9K +$1.38K +120 +22%
PPA
558
Painted Porch Advisors
California
$8.83K +$150 +13 +2%
SWM
559
Sugarloaf Wealth Management
Georgia
$8.72K
CSC
560
Caldwell Sutter Capital
California
$8.54K +$1.9K +165 +35%
UB
561
UMB Bank
Missouri
$8.31K -$5.18K -450 -42%
MAM
562
Meeder Asset Management
Ohio
$8.26K -$69 -6 -1%
CT
563
Clearstead Trust
Maine
$8.14K +$1.09K +95 +18%
CA
564
CoreCap Advisors
Michigan
$8.05K +$150 +13 +2%
CAM
565
Creekmur Asset Management
Illinois
$7.99K -$27K -2,346 -80%
CWM
566
Compass Wealth Management
Connecticut
$7.98K
VWM
567
Venturi Wealth Management
Texas
$7.85K +$4.57K +397 +206%
TWD
568
True Wealth Design
Ohio
$7.69K +$6.4K +556 +2,527%
CIAM
569
Caitong International Asset Management
Hong Kong
$7.55K +$6.54K +568 New
ME
570
McIlrath & Eck
Washington
$7.38K
HFM
571
Hartford Financial Management
Connecticut
$7.05K
ST
572
Smithfield Trust
Pennsylvania
$7K
MFA
573
McClarren Financial Advisors
Pennsylvania
$7K +$5.7K +495 +762%
BTC
574
Bank & Trust Company
Illinois
$6.97K
AWM
575
Atticus Wealth Management
Florida
$6.93K +$1.39K +121 +30%