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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
LFA
2626
LGT Financial Advisors
Texas
$293K -$32.6K -137 -10%
WHAM
2627
Windmill Hill Asset Management
United Kingdom
$292K +$280K +1,177 New
PWA
2628
Provenance Wealth Advisors
Florida
$290K +$241K +1,013 +649%
TFO
2629
Tarbox Family Office
California
$290K -$12.4K -52 -4%
NHFG
2630
New Harbor Financial Group
Massachusetts
$290K
QFA
2631
Quattro Financial Advisors
Texas
$290K +$58.9K +248 New
RMC
2632
Resources Management Corp
Connecticut
$290K +$475 +2 +0.2%
HIF
2633
Hill Island Financial
Michigan
$290K
BPCA
2634
Bank Pictet & Cie (Asia)
Singapore
$289K +$277K +1,164 New
HFRG
2635
Houlihan Financial Resource Group
Virginia
$289K +$951 +4 +0.3%
CMS
2636
Capital Market Strategies
Florida
$289K +$40.2K +169 +17%
DJYG
2637
David J. Yvars Group
Florida
$289K -$9.51K -40 -3%
PWM
2638
Palumbo Wealth Management
New York
$289K +$276K +1,162 New
SP
2639
Successful Portfolios
Florida
$289K +$276K +1,162 New
BWA
2640
BlueChip Wealth Advisors
Georgia
$289K +$276K +1,162 New
RLWM
2641
RF&L Wealth Management
Massachusetts
$288K -$13.5K -57 -5%
GKIM
2642
GW&K Investment Management
Massachusetts
$287K +$19.5K +82 +8%
BAM
2643
BOS Asset Management
Illinois
$287K
LWANC
2644
Laurel Wealth Advisors (North Carolina)
North Carolina
$286K +$89.1K +375 +48%
APA
2645
Astoria Portfolio Advisors
New York
$286K +$33.5K +141 +10%
BHB
2646
Bank Hapoalim BM
Israel
$286K -$10.7K -45 -4%
AWP
2647
Atlas Wealth Partners
Pennsylvania
$286K +$23.8K +100 +7%
EAM
2648
Eschler Asset Management
United Kingdom
$286K +$273K +1,149 New
RFG
2649
REAP Financial Group
Texas
$285K +$273K +1,149 New
WAM
2650
Werlinich Asset Management
Connecticut
$285K +$259K +1,090 New

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.