702 hedge funds and large institutions have $15.4B invested in Rivian in 2023 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 231 increasing their positions, 195 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+40
Holders Change %
+6.04%
% of All Funds
10.29%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
125
Increased
231
Reduced
195
Closed
79
Calls
$1.4B
Puts
$1.61B
Net Calls
-$207M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Shares
Change %
UIA
651
Ulland Investment Advisors
Minnesota
$1K
TSW
652
Thompson Siegel & Walmsley
Virginia
$1K
MFA
653
McClarren Financial Advisors
Pennsylvania
$1K +$218 +12 +28%
WOC
654
West Oak Capital
California
$1K +$214 +15 +27%
AA
655
AlphaMark Advisors
Kentucky
$1K +$1K +53 New
SL
656
Salomon & Ludwin
Virginia
$995
CCA
657
Criterion Capital Advisors
Tennessee
$986 +$986 +42 New
BHWM
658
Bay Harbor Wealth Management
Maryland
$938
PCMC
659
Planning Capital Management Corporation
Pennsylvania
$845 +$845 +36 New
RFG
660
REAP Financial Group
Texas
$845 +$845 +36 New
BBPWM
661
Blue Bell Private Wealth Management
Pennsylvania
$798 -$4.27K -182 -84%
AWM
662
AllSquare Wealth Management
New York
$798
PAI
663
Pittenger & Anderson Inc
Nebraska
$704
PPWM
664
PFG Private Wealth Management
Florida
$704
MSWM
665
McGlone Suttner Wealth Management
Wisconsin
$587 +$587 +25 New
BCPWM
666
Bradley & Co Private Wealth Management
Florida
$493 +$470 +20 +2,000%
BL
667
BFSG LLC
California
$470 +$470 +20 New
CHC
668
City Holding Co
West Virginia
$469
KFI
669
Key Financial Inc
Pennsylvania
$469
CFFP
670
Center for Financial Planning
Michigan
$446
TWD
671
True Wealth Design
Ohio
$423 +$47 +2 +13%
YAL
672
Your Advocates Ltd
Texas
$399
AEPWM
673
Atlantic Edge Private Wealth Management
Florida
$352 +$352 +15 New
BWP
674
Baldwin Wealth Partners
Massachusetts
$328 -$2.34K -100 -88%
Allspring Global Investments
675
Allspring Global Investments
North Carolina
$328 -$1.17K -50 -78%