We are live on ! Find out more

2,885 hedge funds and large institutions have $253B invested in Tesla in 2024 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 1,189 increasing their positions, 1,246 reducing their positions, and 393 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.79% less ownership

Funds ownership: 44.74%43.95% (-0.79%)

5% less repeat investments, than reductions

Existing positions increased: 1,189 | Existing positions reduced: 1,246

8% less funds holding

Funds holding: 3,1482,885 (-263)

17% less call options, than puts

Call options by funds: $44.3B | Put options by funds: $53.1B

30% less capital invested

Capital invested by funds: $360B → $253B (-$107B)

55% less first-time investments, than exits

New positions opened: 176 | Existing positions closed: 393

58% less funds holding in top 10

Funds holding in top 10: 290121 (-169)

Holders
2,885
Holders Change
-263
Holders Change %
-8.35%
% of All Funds
41.55%
Holding in Top 10
121
Holding in Top 10 Change
-169
Holding in Top 10 Change %
-58.28%
% of All Funds
1.74%
New
176
Increased
1,189
Reduced
1,246
Closed
393
Calls
$44.3B
Puts
$53.1B
Net Calls
-$8.85B
Net Calls Change
-$9.83B
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
2701
FWL Investment Management
Texas
$96K -$69.6K -356 -39%
CSWM
2702
Cassady Schiller Wealth Management
Ohio
$94.2K +$11.7K +60 +13%
MWA
2703
Miller Wealth Advisors
Colorado
$91.9K +$4.1K +21 +4%
AA
2704
Addison Advisors
Vermont
$91.8K -$24.8K -127 -20%
PWM
2705
Partnership Wealth Management
Maryland
$91.1K +$9.77K +50 +11%
ECM
2706
Estabrook Capital Management
New York
$89.7K
OCM
2707
Orion Capital Management
California
$87.5K -$58.6K -300 -38%
ACA
2708
American Capital Advisory
Idaho
$87.1K -$129K -660 -61%
GJIA
2709
Glass Jacobson Investment Advisors
Maryland
$87K
TVWM
2710
Tower View Wealth Management
Wisconsin
$87K
USB
2711
Union Savings Bank
Connecticut
$87K
CSC
2712
Caldwell Sutter Capital
California
$85.3K +$59.2K +303 +166%
PWMG
2713
Private Wealth Management Group
New Jersey
$85.2K +$2.54K +13 +3%
IHWM
2714
Iron Horse Wealth Management
Iowa
$84.6K +$2.34K +12 +3%
PGAM
2715
Princeton Global Asset Management
New Jersey
$84K +$40.1K +205 +75%
SC
2716
Solstein Capital
California
$80.7K
VL
2717
Vima LLC
Michigan
$80.3K -$9.18K -47 -11%
KLWA
2718
Kelly Lawrence W & Associates
California
$79.1K
RBC
2719
Roble Belko & Company
Pennsylvania
$79K
DWS
2720
Dynamic Wealth Strategies
California
$79K +$24.6K +126 +39%
FFWM
2721
Future Financial Wealth Management
Ohio
$78.6K +$87.3K +447 New
CWAF
2722
Core Wealth Advisors (Florida)
Florida
$78.4K +$2.34K +12 +3%
HWA
2723
Heritage Wealth Advisors
Virginia
$77.3K +$4.49K +23 +6%
PFA
2724
Pathway Financial Advisers
Indiana
$76.9K -$8.4K -43 -9%
PP
2725
PFS Partners
New Jersey
$76.1K +$15.2K +78 +22%

TSLA Hedge Fund Activity: Q1 2024 in Review

2,885 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q1 2024, worth a combined $253B — down 30% from $360B a quarter earlier.

Sellers outnumbered buyers: 393 funds closed out of TSLA and 176 opened new positions — a net loss of 217 holders — while 1,246 trimmed existing stakes and 1,189 added.

The largest buyer was Bank of America, adding an estimated $1.21B. The largest seller was Morgan Stanley, cutting an estimated $5.04B.

  • 2,885 institutional investors held Tesla (TSLA) as of Q1 2024, down from 3,148 in Q4 2023.
  • Funds reported $253B of Tesla stock for Q1 2024, down 30% quarter-over-quarter.
  • 176 funds opened new Tesla positions in Q1 2024 and 393 closed out, a net change of -217 holders.
  • The largest Tesla buyer in Q1 2024 was Bank of America, an estimated $1.21B added.
  • The largest Tesla seller in Q1 2024 was Morgan Stanley, an estimated $5.04B sold.

Based on aggregated 13F filings for Q1 2024.