Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nio Inc (NIO)

414 + Investors. Track Smart Money conviction in NIO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -11
Streak
2Q ▼
Buyers last Q
45%

Smart Money Signals — NIO

Based on 429 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their NIO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
429 funds currently hold this stock — 90% of the 3.0-year high of 476 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+38 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 45% buying

184 buying222 selling
Last quarter: 222 funds reduced or exited vs 184 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 84 → 96 → 71 → 65. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 18% medium ■ 21% new
262 out of 429 hedge funds have held NIO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

45 → 84 → 96 → 71 → 65 new funds/Q
New funds entering each quarter: 84 → 96 → 71 → 65. NIO is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 70% veterans vs 21% newcomers

■ 70% veterans ■ 9% 1-2yr ■ 21% new
Entry-cohort mix of 470 holders: 329 (70%) are 2+ year veterans, 42 entered 1–2 years ago, and 99 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds
45 of 421 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in NIO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NIO

In 2026 Q2, 184 hedge funds were net buyers of NIO (65 opened a new position, 119 added to an existing one), while 222 reduced or exited (146 trimmed, 76 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 69% of total institutional value in NIO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -11 funds (more exits than new entries). Total institutional holders: 429.

Hedge Fund Ownership: NIO

How many hedge funds hold NIO — quarterly history vs. share price
Quarterly hedge fund ownership of NIO vs. share price

Market Analysis: NIO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NIO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: NIO
2026 Q3 Stats Unlock in 18 days 414 + Investors

Track Smart Money conviction in NIO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 414 440 -5.91%
13F Shares 371M 424M -12.49%
Total Value $1.80B $2.42B -25.41%
New Positions 62 71 -9
Increased Positions 109 130 -21
Closed Positions 80 72 +8
Reduced Positions 139 131 +8
Total Calls 25 23 8.7%
Total Puts 24 23 4.35%
PUT/CALL Ratio 0.96 1.0 Neutral

Statistics: NIO

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

414 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NIO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 NIO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 XY Capital Ltd 2.75% 562,296 $2.8M
2 Wolverine Asset Management LLC 0.63% 14,183,100 $71.8M
3 Axim Planning & Wealth 0.60% 85,404 $432K
4 LMR Partners LLP 0.41% 21,891,000 $110.8M
5 Dv Equities, LLC 0.40% 548,073 $2.8M
6 SLT Holdings LLC 0.36% 115,000 $582K
7 Ghisallo Capital Management LLC 0.35% 3,500,000 $17.7M
8 Alliance Wealth Advisors, LLC 0.33% 200,000 $1.0M
9 Alliance Wealth Advisors, LLC 0.33% 200,000 $1.0M
10 Hoffman, Alan N Investment Management 0.33% 108,999 $552K
11 NINE MASTS CAPITAL Ltd 0.24% 474,500 $2.4M
12 Cobblestone Asset Management LLC 0.21% 98,248 $497K
13 Css LLC/Il 0.15% 783,300 $4.0M
14 Old Mission Capital LLC 0.15% 1,887,802 $9.6M
15 Leonteq Securities AG 0.12% 693,140 $3.5M
16 Renaissance Technologies LLC 0.11% 16,161,048 $81.8M
17 Diametric Capital, LP 0.11% 197,112 $997K
18 Polymer Capital Management (HK) LTD 0.06% 239,100 $1.2M
19 Aerodigm Wealth, LLC 0.06% 34,225 $173K
20 Electron Capital Partners, LLC 0.06% 284,515 $1.4M
21 Baker Avenue Asset Management, LP 0.05% 543,197 $2.7M
22 Fortress Private Ledger, LLC 0.05% 36,877 $187K
23 DRW Securities, LLC 0.05% 404,649 $2.0M
24 Bridgefront Capital, LLC 0.05% 33,921 $172K
25 J. Safra Sarasin Holding AG 0.05% 621,601 $3.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

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Frequently Asked Questions — Nio Inc (NIO)

What does the Smart Money Trend signal show for NIO?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their NIO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for NIO?

More sellers than buyers — 45% buying: Last quarter: 222 funds reduced or exited vs 184 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for NIO holders?

Elite ownership — 69% AUM from top-100 funds: 45 of 421 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in NIO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NIO?

61% of holders stayed for 2+ years: 262 out of 429 hedge funds have held NIO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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