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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
WWM
2701
WJ Wealth Management
Arizona
$267K
DWM
2702
Dorchester Wealth Management
Quebec, Canada
$267K -$149K -625 -36%
HTC
2703
Haverford Trust Company
Pennsylvania
$267K -$92.4K -389 -27%
SIM
2704
Stratos Investment Management
Ohio
$266K +$35.2K +148 +16%
SDWIA
2705
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$266K -$75.8K -319 -23%
BSB
2706
Bangor Savings Bank
Maine
$266K
RWS
2707
Resolute Wealth Strategies
Mississippi
$266K
RGF
2708
Retirement Guys Formula
Ohio
$265K +$38K +160 +18%
DI
2709
DDFG Inc
California
$265K +$16.9K +71 +7%
MPM
2710
MBB Public Markets
Illinois
$265K +$253K +1,065 New
PWM
2711
Prosperity Wealth Management
California
$264K -$304K -1,280 -55%
CCIA
2712
Cherry Creek Investment Advisors
Colorado
$264K +$61.8K +260 +32%
CCC
2713
Chelsea Counsel Company
California
$263K -$47.5K -200 -16%
EWS
2714
Evergreen Wealth Solutions
Pennsylvania
$263K +$475 +2 +0.2%
WW
2715
Westshore Wealth
California
$263K -$276K -1,161 -52%
MCM
2716
Monument Capital Management
Virginia
$263K +$26.6K +112 +12%
PE
2717
Point72 Europe
United Kingdom
$262K -$1.48M -6,244 -86%
MWM
2718
Mosley Wealth Management
California
$262K +$251K +1,055 New
HR
2719
Howe & Rusling
New York
$262K +$11.9K +50 +5%
FCIM
2720
Fairview Capital Investment Management
California
$262K
WF
2721
Whelan Financial
California
$262K +$39.9K +168 +19%
CFA
2722
Cahill Financial Advisors
Minnesota
$261K +$7.37K +31 +3%
FWTB
2723
First Western Trust Bank
Colorado
$261K -$16.2K -68 -6%
FC
2724
FCA Corp
Texas
$261K
LFG
2725
Leverty Financial Group
Wisconsin
$261K +$47.5K +200 +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.