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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
SPAS
2676
Spectrum Planning & Advisory Services
California
$273K
FAM
2677
Flaharty Asset Management
Florida
$273K -$9.51K -40 -4%
GM
2678
Granger Management
New York
$273K -$148K -622 -36%
MPW
2679
MA Private Wealth
California
$273K -$123K -519 -32%
BWM
2680
Baron Wealth Management
Michigan
$273K +$2.85K +12 +1%
SA
2681
Shilanski & Associates
Alaska
$272K +$34.2K +144 +15%
CWA
2682
Centennial Wealth Advisory
Michigan
$272K +$38.7K +163 +18%
WCM
2683
Windsor Capital Management
Arizona
$271K +$19K +80 +8%
SCM
2684
Stevens Capital Management
Pennsylvania
$271K -$4.78M -20,106 -95%
OFG
2685
Omega Financial Group
California
$271K +$45.6K +192 +21%
RWM
2686
Reston Wealth Management
Virginia
$271K +$53.5K +225 +26%
LFA
2687
Lauterbach Financial Advisors
Texas
$271K
QWM
2688
Quaker Wealth Management
New Jersey
$271K +$259K +1,089 New
SWM
2689
Selective Wealth Management
Virginia
$270K +$238 +1 +0.1%
MGAM
2690
McGowan Group Asset Management
Texas
$270K +$67K +282 +35%
NF
2691
Nikulski Financial
Iowa
$270K +$14.3K +60 +6%
AWM
2692
Ameliora Wealth Management
Switzerland
$270K -$8.08K -34 -3%
AA
2693
AJ Advisors
Tennessee
$270K -$1.66K -7 -0.6%
UCB
2694
United Community Bank
South Carolina
$269K -$3.09K -13 -1%
OWP
2695
Obermeyer Wealth Partners
Colorado
$269K -$5.94K -25 -2%
FCG
2696
Fielder Capital Group
Tennessee
$269K +$257K +1,081 New
ACA
2697
American Capital Advisory
Idaho
$268K +$257K +1,080 New
KCM
2698
Kathmere Capital Management
Pennsylvania
$268K -$47.8K -201 -16%
NG
2699
Northstar Group
New York
$267K
PTC
2700
Philadelphia Trust Company
Pennsylvania
$267K +$4.99K +21 +2%

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.