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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
PCFFS
676
Pacific Center for Financial Services
California
$1.33K
TFM
677
TFC Financial Management
Massachusetts
$1.33K
TC
678
Truvestments Capital
Florida
$1.33K
API
679
Asset Planning Inc
California
$1.33K +$1.15K +100 New
CIA
680
Cape Investment Advisory
Georgia
$1.33K +$1.15K +100 New
FDW
681
Fourth Dimension Wealth
Ohio
$1.33K +$1.15K +100 New
SFGP
682
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.33K +$1.15K +100 New
SIM
683
Synergy Investment Management
Florida
$1.33K +$1.15K +100 New
CSWM
684
Cassady Schiller Wealth Management
Ohio
$1.13K +$978 +85 New
SO
685
Sierra Ocean
California
$1.12K +$967 +84 New
MAS
686
MPWM Advisory Solutions
Georgia
$1.06K +$921 +80 New
RF
687
Robinswood Financial
Washington
$1.05K
SL
688
Salomon & Ludwin
Virginia
$1.02K -$173 -15 -13%
CPG
689
Cornerstone Planning Group
New Jersey
$1K
CAL
690
Capital Advisors Ltd
Ohio
$1K -$9.16K -796 -95%
AA
691
AlphaMark Advisors
Kentucky
$1K
FCG
692
Financial Connections Group
California
$1K
WTFG
693
Wood Tarver Financial Group
Idaho
$1K +$1.54K +134 New
MFG
694
Mendota Financial Group
Wisconsin
$945 +$817 +71 New
TC
695
Trust Company
Kansas
$865
Kayne Anderson Rudnick Investment Management
696
Kayne Anderson Rudnick Investment Management
California
$823
BBPWM
697
Blue Bell Private Wealth Management
Pennsylvania
$811 +$230 +20 +49%
CFFP
698
Center for Financial Planning
Michigan
$798 -$150 -13 -18%
HI
699
Hoey Investments
Pennsylvania
$785
RWM
700
Rialto Wealth Management
New York
$785 +$679 +59 New