The cluster is entirely mega-passive/index-fund buying — routine rebalancing, not a fundamental vote of confidence. With FFAI having a $91M market cap and negative historical returns after prior neutral reports, these additions are noise. Monitor for any active-manager or insider accumulation as a stronger signal, but this filing alone does not warrant action.
Executive Summary
Five mega-passive institutional investors, led by Vanguard, BlackRock, and State Street, increased their positions in Faraday Future Intelligent Electric Inc. during 2025-Q4, adding a net $1.2M to aggregate holdings now worth $21.9M. While the direction is modestly bullish in absolute share count, the buying is entirely from index-fund-style managers (mega-passive), not active stock-pickers, and the dollar amounts are trivial relative to each fund's assets — consistent with passive rebalancing or index weighting adjustments rather than a fundamental conviction call.
Key Financial Metrics
Institutional Positions
Net institutional flow: $1.2M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Vanguard | ADD | +26.3% | $9.2M | -$85.7K |
| BlackRock | ADD | +39.6% | $9.7M | $843.0K |
| State Street | ADD | +28.5% | $2.2M | $19.0K |
| Fidelity | DOUBLED | +209.5% | $28.0K | $17.0K |
| Morgan Stanley | DOUBLED | +159.4% | $702.0K | $357.0K |
Key Facts
- 5 mega-passive buyers (no sellers) during 2025-Q4, net aggregate buying of $1.2M
- BlackRock added the most in dollar terms (+$843K, +39.6% shares)
- Vanguard added +26.3% shares but its position dollar value declined slightly (-$86K) due to stock price movement
- State Street, Fidelity, and Morgan Stanley also added shares, but all are mega-passive/index-fund managers
- Total reported cluster holdings are $21.9M, less than 0.3% of each fund's typical equity portfolio
- No active managers, hedge funds, or activist investors participated in this cluster
Financial Impact
5 institutions accumulated an aggregate $1.2M net during Q4 2025, bringing reported holdings to $21.9M. BlackRock alone added $843K in value.
Risk Factors
- Zero active-manager participation raises no fundamental conviction signal
- Cluster value ($21.9M) is tiny relative to market cap and each fund's portfolio — easily reversed next quarter
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-FFAI-2025-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 8-K | $0.5640 | awaiting T+60 | — | — |
Oct 26, 2026 today | 8-K | $0.5702 | awaiting T+60 | — | — |
Oct 23, 2026 3d ago | S-3/A | $0.6399 | awaiting T+60 | — | — |
Oct 15, 2026 11d ago | 8-K/A | $0.8097 | awaiting T+60 | — | — |
Oct 14, 2026 12d ago | 8-K | $1.08 | awaiting T+60 | — | — |
Sep 24, 2026 4w ago | 8-K | $1.31 | awaiting T+60 | — | — |
Sep 22, 2026 4w ago | Institutional Cluster | $1.42 | awaiting T+60 | — | — |
Sep 21, 2026 5w ago | 8-K | $1.63 | awaiting T+60 | — | — |
Sep 18, 2026 5w ago | 8-K | $1.76 | awaiting T+60 | — | — |
Sep 17, 2026 5w ago | 8-K | $1.77 | awaiting T+60 | — | — |
US Market Status
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