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612 hedge funds and large institutions have $11.2B invested in Rivian in 2022 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 193 increasing their positions, 160 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $620M | Put options by funds: $464M

29% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 108

21% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 160

4% more funds holding

Funds holding: 591612 (+21)

3.85% less ownership

Funds ownership: 70.13%66.28% (-3.8%)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

47% less capital invested

Capital invested by funds: $21B → $11.2B (-$9.81B)

Holders
612
Holders Change
+21
Holders Change %
+3.55%
% of All Funds
9.84%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
139
Increased
193
Reduced
160
Closed
108
Calls
$620M
Puts
$464M
Net Calls
+$156M
Net Calls Change
-$45.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
576
BerganKDV Wealth Management
Minnesota
$516 +$383 +13 +87%
JWM
577
Janiczek Wealth Management
Colorado
$510
CWM
578
Cranbrook Wealth Management
Michigan
$461
1832 Asset Management
579
1832 Asset Management
Ontario, Canada
$460 +$736 +25 New
EI
580
Ellevest Inc
New York
$442 -$39.1K -1,329 -98%
TAM
581
Tucker Asset Management
Colorado
$412 +$648 +22 New
CA
582
Corrado Advisors
New Jersey
$369 +$589 +20 New
MS
583
Marshall & Sullivan
Washington
$369 +$589 +20 New
CHC
584
City Holding Co
West Virginia
$368
CFFP
585
Center for Financial Planning
Michigan
$350
YAL
586
Your Advocates Ltd
Texas
$313
TWD
587
True Wealth Design
Ohio
$295 +$471 +16 New
BWA
588
BDO Wealth Advisors
Florida
$276 -$2.94K -100 -87%
BA
589
Bellwether Advisors
Nebraska
$276
FWA
590
Freedom Wealth Alliance
Wisconsin
$258 +$412 +14 New
Dimensional Fund Advisors
591
Dimensional Fund Advisors
Texas
$192 -$141K -4,777 -32%
BCH
592
Berkshire Capital Holdings
California
$184 -$5.57M -189,320 -100%
WWP
593
WR Wealth Planners
Missouri
$184
ACA
594
Atlas Capital Advisors
Wyoming
$165
WPWM
595
Western Pacific Wealth Management
Illinois
$165 +$265 +9 New
IRC
596
Investors Research Corp
Georgia
$147
AA
597
Addison Advisors
Vermont
$129
LF
598
Lee Financial
Texas
$111
SN
599
Sittner & Nelson
Oregon
$92 -$8.83K -300 -98%
RF
600
Robbins Farley
New Hampshire
$92

RIVN Hedge Fund Activity: Q4 2022 in Review

612 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Rivian (RIVN) for Q4 2022, worth a combined $11.2B — down 47% from $21B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new RIVN positions and 108 closed out — a net gain of 31 holders — while 193 added to existing stakes and 160 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $186M. The largest seller was T. Rowe Price Associates, cutting an estimated $707M.

  • 612 institutional investors held Rivian (RIVN) as of Q4 2022, up from 591 in Q3 2022.
  • Funds reported $11.2B of Rivian stock for Q4 2022, down 47% quarter-over-quarter.
  • 139 funds opened new Rivian positions in Q4 2022 and 108 closed out, a net change of +31 holders.
  • The largest Rivian buyer in Q4 2022 was Mirae Asset Global Investments, an estimated $186M added.
  • The largest Rivian seller in Q4 2022 was T. Rowe Price Associates, an estimated $707M sold.

Based on aggregated 13F filings for Q4 2022.