Nio Inc (NIO) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Nio Inc (NIO) following the 2026 Q2 hedge fund 13F filings?

As of today, NIO has moved -20.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -6.8% for the XLY sector ETF — an outperformance of -13.6%. Since the quarter end (June 30, 2026), NIO gained -28.9% vs -6.1% 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.

Nio Inc (NIO)

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

Smart Money Signals — NIO

Based on 427 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

427 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 — +9% more funds vs a year ago

fund count last 6Q

+36 new funds entered over the past year (+9% 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

182 buying222 selling

Last quarter: 222 funds reduced or exited vs 182 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 (-8 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 84 → 96 → 71 → 63. 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+) ■ 19% medium ■ 20% new

262 out of 427 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 → 63 new funds/Q

New funds entering each quarter: 84 → 96 → 71 → 63. 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 468 holders: 329 (70%) are 2+ year veterans, 42 entered 1–2 years ago, and 97 (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

44 of 419 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.

3.3

out of 10

Low Exit Risk

Exit risk score 3.3/10 — 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.

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

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

-9

Increased Positions

109

130

-21

Closed Positions

Reduced Positions

139

131

Total Calls

8.7%

Total Puts

4.35%

PUT/CALL Ratio

0.96

1.0

Neutral

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:

FILTER:All New Added To Reduced No Change | Overweight >5%

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

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 182 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: 44 of 419 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 427 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 Q2 hedge fund 13F filings?

As of today, NIO has moved -20.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -6.8% for the XLY sector ETF — an outperformance of -13.6%. Since the quarter end (June 30, 2026), NIO has gained -28.9% vs -6.1% 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.

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Nio Inc (NIO)

Smart Money Signals — NIO

Selling streak — 2 quarters in a row

High ownership — 90% of 3.0Y peak

Steady growth — +9% more funds vs a year ago

More sellers than buyers — 45% buying

Fewer new buyers each quarter (-8 vs last Q)

61% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 70% veterans vs 21% newcomers

Elite ownership — 69% AUM from top-100 funds

Institutional Sentiment Summary — NIO

Hedge Fund Ownership: NIO

Market Analysis: NIO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: NIO

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

Hedge Fund Positioning: NIO

Statistics: NIO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Nio Inc (NIO)

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