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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
MAM
2576
Mystic Asset Management
Rhode Island
$313K +$299K +1,260 New
HIP
2577
Harrell Investment Partners
Texas
$313K
JWS
2578
Juncture Wealth Strategies
Arizona
$312K -$19K -80 -6%
BHIA
2579
Birch Hill Investment Advisors
Massachusetts
$312K -$17.8K -75 -6%
BCP
2580
Blue Chip Partners
Michigan
$311K +$43.7K +184 +17%
C
2581
Covestor
United Kingdom
$311K +$126K +529 +73%
NCM
2582
NCM Capital Management
New Jersey
$310K +$102K +430 +53%
CPSAC
2583
Chas P. Smith & Associates (CPS)
Florida
$310K +$14.5K +61 +5%
GCIM
2584
Gunn & Company Investment Management
Florida
$310K +$296K +1,246 New
TA
2585
TruWealth Advisors
Louisiana
$310K +$20K +84 +7%
KWM
2586
Kolinsky Wealth Management
New Jersey
$309K +$42.8K +180 +17%
WLPWM
2587
Walled Lake Planning & Wealth Management
Illinois
$309K +$17.3K +73 +6%
CAM
2588
Crestone Asset Management
Colorado
$308K +$34K +143 +13%
MWA
2589
Meridian Wealth Advisors
Texas
$308K
FPWM
2590
FSB Premier Wealth Management
Iowa
$308K
FC
2591
Financial Council
Maryland
$307K
KC
2592
Kepos Capital
New York
$306K +$59.2K +249 +25%
CWA
2593
Carolina Wealth Advisors
South Carolina
$306K -$1.43K -6 -0.5%
IPW
2594
Intergy Private Wealth
Colorado
$305K -$16.2K -68 -5%
LFP
2595
Leeward Financial Partners
Washington
$305K +$21.6K +91 +8%
GA
2596
Goldstein Advisors
Wisconsin
$305K -$140K -590 -32%
WFS
2597
Weitzel Financial Services
Iowa
$305K
NECFA
2598
New England Capital Financial Advisors
Connecticut
$303K +$4.51K +19 +2%
GTAM
2599
Global Trust Asset Management
Florida
$303K -$50.4K -212 -15%
AFG
2600
AFS Financial Group
Maryland
$303K -$60.6K -255 -17%

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.