NIO INC - ADR (NIO) Institutional Ownership Changes & 13F Activity
NIO INC - ADR (NIO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include D. E. Shaw & Co., Inc., Voloridge Investment Management, Llc, Citadel Advisors Llc, Ghisallo Capital Management Llc, and Bank Of America Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | Sell | -128,107 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Ensign Peak Advisors, Inc | Sell | -16,526 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 18, 2026 |
| Robinswood Financial Llc | Buy | +300 | — | 300 | $1.53K | Q4 2025 | Jul 14, 2026 |
| Kerr Financial Planning Corp | Buy | +5 | +0.4% | 1,214 | $5.83K | Q4 2025 | Jul 01, 2026 |
| Storebrand Asset Management As | Buy | +149,762 | +29.1% | 664,519 | $3.39M | Q4 2025 | May 20, 2026 |
| Independent Financial Group, Llc | Buy | +575 | +4.7% | 12,874 | $65.66K | Q4 2025 | May 15, 2026 |
| Pioneer Family Office, Llc | Buy | +350 | — | 350 | $1.78K | Q4 2025 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +238 | — | 238 | $1.21K | Q4 2025 | May 12, 2026 |
| Purpose Unlimited Inc. | Buy | +1,000 | — | 1,000 | $5.09K | Q4 2025 | Mar 20, 2026 |
| Hsbc Holdings Plc | Buy | +680,382 | — | 680,382 | $3.44M | Q4 2025 | Mar 06, 2026 |
| Shp Wealth Management | Buy | +745 | — | 745 | $3.80K | Q4 2025 | Mar 04, 2026 |
| Bell Investment Advisors, Inc | Buy | +1,068 | — | 1,068 | $5.45K | Q4 2025 | Feb 24, 2026 |
| Mv Capital Management, Inc. | Buy | +8,303 | — | 8,303 | $42.35K | Q4 2025 | Feb 23, 2026 |
| Sunbelt Securities, Inc. | Buy | +50 | — | 50 | $255.00 | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +109,070 | — | 109,070 | $556.26K | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | Buy | +41,449 | — | 41,449 | $211.39K | Q4 2025 | Feb 19, 2026 |
| Mackenzie Financial Corp | Buy | +962,721 | — | 962,721 | $5.28M | Q4 2025 | Feb 18, 2026 |
| Raymond James Financial Inc | Buy | +163,361 | — | 163,361 | $833.14K | Q4 2025 | Feb 18, 2026 |
| Vident Advisory, Llc | Buy | +121,047 | — | 121,047 | $617.34K | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +15,735 | — | 15,735 | $80.25K | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +13,222 | — | 13,222 | $67.43K | Q4 2025 | Feb 18, 2026 |
| Onyx Bridge Wealth Group Llc | Buy | +10,733 | — | 10,733 | $54.74K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +525 | — | 525 | $2.68K | Q4 2025 | Feb 18, 2026 |
| Garton & Associates Financial Advisors Llc | Buy | +500 | — | 500 | $2.55K | Q4 2025 | Feb 18, 2026 |
| Vermillion & White Wealth Management Group, Llc | Buy | +82 | — | 82 | $418.00 | Q4 2025 | Feb 18, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +48,172,443 | — | 48,172,443 | $245.68M | Q4 2025 | Feb 17, 2026 |
| Voloridge Investment Management, Llc | Buy | +13,498,709 | — | 13,498,709 | $68.84M | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +9,436,364 | — | 9,436,364 | $48.13M | Q4 2025 | Feb 17, 2026 |
| Ghisallo Capital Management Llc | Buy | +8,000,000 | — | 8,000,000 | $40.80M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +7,149,013 | — | 7,149,013 | $36.46M | Q4 2025 | Feb 17, 2026 |
Frequently asked questions about NIO activity
Which institutional owners are buying NIO?
Institutional owners buying NIO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in NIO activity?
"Buy" means an investor increased their reported position in NIO compared to the prior reporting period. This reflects growing exposure to NIO INC - ADR (NIO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in NIO increasing?
Institutional interest in NIO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related NIO Institutional Insights
- NIO Overview
- NIO 13F Institutional Holders
- NIO Superinvestors
- Consumer Cyclical Sector Institutional Ownership
- Consumer Cyclical Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Consumer Cyclical Stocks By Institutional Investors
- Most Sold Consumer Cyclical Stocks By Institutional Investors
- NIO Insider Trading & SEC Form 4 Activity
- NIO Articles
- Top Institutional Investor Stock Rankings