Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nio Inc (NIO)

436 + 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
↓ -2
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — NIO

Based on 438 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 — 92% of 3.0Y peak

92% of all-time peak
438 funds currently hold this stock — 92% of the 3.0-year high of 474 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

218 buying206 selling
Last quarter: 218 funds bought or added vs 206 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-25 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 44 → 84 → 95 → 70. 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.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 18% medium ■ 23% new
260 out of 438 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.
📈

Growing discovery — still being found

54 → 44 → 84 → 95 → 70 new funds/Q
New funds entering each quarter: 44 → 84 → 95 → 70. A growing number of institutions are discovering NIO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 23% newcomers

■ 68% veterans ■ 9% 1-2yr ■ 23% new
Entry-cohort mix of 474 holders: 323 (68%) are 2+ year veterans, 44 entered 1–2 years ago, and 107 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
40 of 428 holders are among the 100 largest funds by AUM, controlling 58% 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 Q1, 218 hedge funds were net buyers of NIO (70 opened a new position, 148 added to an existing one), while 206 reduced or exited (134 trimmed, 72 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 58% of total institutional value in NIO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 438.

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.

Is It Too Late to Buy Nio Inc (NIO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NIO has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
NIO
-13.8%
XLY
+8.9%

NIO outperformed XLY by -22.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
NIO
-14.8%
XLY
+1.9%

Since the filing became public, NIO outperformed XLY by -16.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

30 top-rated funds 0 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: NIO
436 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 436 440 -0.91%
13F Shares 424M 494M -14.34%
Total Value $2.42B $2.57B -5.92%
New Positions 69 95 -26
Increased Positions 129 122 +7
Closed Positions 73 63 +10
Reduced Positions 130 117 +13
Total Calls 23 30 -23.33%
Total Puts 23 31 -25.81%
PUT/CALL Ratio 1.0 1.03 Neutral

Statistics: NIO

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

436 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 XY Capital Ltd 2.66% 444,350 $2.7M
2 Wolverine Asset Management LLC 0.96% 16,594,400 $100.1M
3 Axim Planning & Wealth 0.92% 126,294 $762K
4 Ghisallo Capital Management LLC 0.66% 4,000,000 $24.1M
5 Abc Arbitrage SA 0.54% 670,417 $4.0M
6 Alliance Wealth Advisors, LLC 0.53% 200,000 $1.2M
7 Axim Planning & Wealth 0.47% 64,000 $386K
8 NINE MASTS CAPITAL Ltd 0.41% 474,500 $2.9M
9 Diametric Capital, LP 0.35% 224,629 $1.4M
10 Hoffman, Alan N Investment Management 0.30% 75,708 $457K
11 LMR Partners LLP 0.29% 21,891,000 $132.0M
12 Headlands Technologies LLC 0.26% 375,169 $2.3M
13 Cobblestone Asset Management LLC 0.25% 92,248 $556K
14 Caitong International Asset Management Co., Ltd 0.22% 198,852 $1.2M
15 Css LLC/Il 0.22% 760,000 $4.6M
16 Old Mission Capital LLC 0.17% 1,759,542 $10.6M
17 Voloridge Investment Management, LLC 0.15% 6,344,142 $38.3M
18 Verdad Advisers, LP 0.15% 21,450 $129K
19 Redwood Wealth Management Group, LLC 0.14% 55,062 $332K
20 D. E. Shaw & Co., Inc. 0.14% 38,329,268 $231.1M
21 Renaissance Technologies LLC 0.14% 14,452,131 $87.1M
22 Long Corridor Asset Management Ltd 0.12% 79,000 $476K
23 Jump Financial, LLC 0.11% 1,413,600 $8.5M
24 Quadrature Capital Ltd 0.11% 1,493,802 $9.0M
25 Weiss Asset Management LP 0.10% 1,000,000 $6.0M
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

Frequently Asked Questions — Nio Inc (NIO)

What does the Smart Money Trend signal show for NIO?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 51% buying: Last quarter: 218 funds bought or added vs 206 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NIO holders?

Elite ownership — 58% AUM from top-100 funds: 40 of 428 holders are among the 100 largest funds by AUM, controlling 58% 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?

59% of holders stayed for 2+ years: 260 out of 438 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.

Is it too late to buy Nio Inc (NIO) following the 2026 Q1 hedge fund 13F filings?

As of today, NIO has moved -14.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.9% for the XLY sector ETF — an outperformance of -16.7%. Since the quarter end (March 31, 2026), NIO has gained -13.8% vs +8.9% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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