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3,147 hedge funds and large institutions have $360B invested in Tesla in 2023 Q4 according to their latest regulatory filings, with 395 funds opening new positions, 1,284 increasing their positions, 1,100 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 395 | Existing positions closed: 134

17% more repeat investments, than reductions

Existing positions increased: 1,284 | Existing positions reduced: 1,100

7% more funds holding

Funds holding: 2,9303,147 (+217)

1.73% more ownership

Funds ownership: 43.01%44.74% (+1.7%)

4% more capital invested

Capital invested by funds: $347B → $360B (+$13.3B)

1% more call options, than puts

Call options by funds: $74B | Put options by funds: $73B

7% less funds holding in top 10

Funds holding in top 10: 313290 (-23)

Holders
3,147
Holders Change
+217
Holders Change %
+7.41%
% of All Funds
45.88%
Holding in Top 10
290
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-7.35%
% of All Funds
4.23%
New
395
Increased
1,284
Reduced
1,100
Closed
134
Calls
$74B
Puts
$73B
Net Calls
+$987M
Net Calls Change
-$1.78B
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
2526
Engrave Wealth Partners
Texas
$335K -$364K -1,530 -53%
KW
2527
KWB Wealth
California
$335K
PFS
2528
Physicians Financial Services
North Carolina
$334K -$71.3K -300 -18%
WIA
2529
Wetzel Investment Advisors
Indiana
$334K +$320K +1,345 New
PIWA
2530
Prevail Innovative Wealth Advisors
Kansas
$333K +$53K +223 +20%
DE
2531
Day & Ennis
Georgia
$333K
HC
2532
Hamilton Capital
Ohio
$333K -$8.32K -35 -3%
LFGO
2533
Legacy Financial Group (Oklahoma)
Oklahoma
$332K -$1.66K -7 -0.5%
SSW
2534
Smith Shellnut Wilson
Mississippi
$332K
IF
2535
IRON Financial
Illinois
$330K
SC
2536
Stephens Consulting
Michigan
$329K
TF
2537
Tompkins Financial
New York
$329K -$71.5K -301 -19%
IWN
2538
Independent Wealth Network
Iowa
$329K +$24K +101 +8%
IFA
2539
Index Fund Advisors
California
$328K
CC
2540
Copperleaf Capital
North Carolina
$328K
MPCL
2541
My Personal CFO LLC
Washington
$328K +$57K +240 +22%
KC
2542
Kinloch Capital
Virginia
$327K -$289K -1,215 -48%
RPCA
2543
Running Point Capital Advisors
California
$327K +$111K +468 +55%
PIA
2544
Panoramic Investment Advisors
Colorado
$327K +$119K +501 +62%
SIA
2545
Schear Investment Advisers
Ohio
$327K -$46.3K -195 -13%
TPWM
2546
Twelve Points Wealth Management
Massachusetts
$326K +$9.51K +40 +3%
MCA
2547
Millennium Capital Advisors
Arkansas
$326K +$11.9K +50 +4%
CA
2548
Centerpoint Advisors
Massachusetts
$326K -$24.7K -104 -7%
TAM
2549
Tucker Asset Management
Colorado
$325K +$87.9K +370 +40%
DWMG
2550
DB Wealth Management Group
California
$323K -$96K -404 -24%

TSLA Hedge Fund Activity: Q4 2023 in Review

3,147 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q4 2023, worth a combined $360B — up 3.8% from $347B a quarter earlier.

Buyers outnumbered sellers: 395 funds opened new TSLA positions and 134 closed out — a net gain of 261 holders — while 1,284 added to existing stakes and 1,100 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.52B. The largest seller was Baillie Gifford & Co, cutting an estimated $857M.

  • 3,147 institutional investors held Tesla (TSLA) as of Q4 2023, up from 2,930 in Q3 2023.
  • Funds reported $360B of Tesla stock for Q4 2023, up 3.8% quarter-over-quarter.
  • 395 funds opened new Tesla positions in Q4 2023 and 134 closed out, a net change of +261 holders.
  • The largest Tesla buyer in Q4 2023 was Morgan Stanley, an estimated $8.52B added.
  • The largest Tesla seller in Q4 2023 was Baillie Gifford & Co, an estimated $857M sold.

Based on aggregated 13F filings for Q4 2023.