We are live on ! Find out more

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
RH
2651
RFG Holdings
Texas
$285K +$70.6K +297 +35%
OA
2652
Operose Advisors
Wisconsin
$284K -$47.5K -200 -15%
RWA
2653
River Wealth Advisors
Pennsylvania
$283K -$9.27K -39 -3%
KFS
2654
Kelly Financial Services
Massachusetts
$283K -$11.4K -48 -4%
CFGA
2655
Cambridge Financial Group (Arizona)
Arizona
$282K +$270K +1,136 New
CC
2656
Cypress Capital
Tennessee
$282K
Kovitz Investment Group Partners
2657
Kovitz Investment Group Partners
Illinois
$281K +$56.8K +239 +27%
LCM
2658
Liberty Capital Management
Michigan
$280K +$268K +1,128 New
MWM
2659
Meritas Wealth Management
California
$280K
NWA
2660
Navis Wealth Advisors
New York
$280K
PC
2661
Pecaut & Co
Iowa
$280K
IFPG
2662
Intrepid Financial Planning Group
Indiana
$279K
OWA
2663
Outlook Wealth Advisors
Texas
$278K +$266K +1,120 New
VIA
2664
Virtus Investment Advisers
Connecticut
$277K +$47.5K +200 +22%
EW
2665
Enzi Wealth
Texas
$277K -$57K -240 -14%
CG
2666
Clifford Group
Massachusetts
$276K +$1.19K +5 +0.5%
RC
2667
Randolph Company
Ohio
$276K +$26.6K +112 +11%
HIC
2668
Hartline Investment Corp
Illinois
$276K -$71.3K -300 -21%
ST
2669
Sentinel Trust
Texas
$276K
AFIA
2670
America First Investment Advisors
Nebraska
$276K
DF
2671
Dunhill Financial
United Kingdom
$275K +$42.5K +179 +19%
HI
2672
Human Investing
Oregon
$275K -$5.94K -25 -2%
EARNEST Partners
2673
EARNEST Partners
Georgia
$275K
RC
2674
Rovin Capital
Arizona
$275K -$32.6K -137 -11%
BBPWM
2675
Blue Bell Private Wealth Management
Pennsylvania
$275K +$22.1K +93 +9%

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.