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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
NCFG
2726
New Century Financial Group
New Jersey
$260K +$249K +1,047 New
LCM
2727
Leisure Capital Management
California
$260K -$3.56K -15 -1%
TAM
2728
Tocqueville Asset Management
New York
$259K -$379K -1,596 -61%
SPC
2729
Stewart & Patten Company
California
$259K
VAG
2730
VisionPoint Advisory Group
Texas
$259K -$98.9K -416 -29%
NFP
2731
Narus Financial Partners
Utah
$259K -$4.04K -17 -2%
DWA
2732
Delap Wealth Advisory
Oregon
$259K +$247K +1,041 New
CS
2733
Cannell & Spears
New York
$258K -$202K -850 -45%
AL
2734
ACAS LLC
California
$258K +$16.6K +70 +7%
JA
2735
JVL Associates
Michigan
$258K +$43.3K +182 +21%
KA
2736
Kooman & Associates
Pennsylvania
$258K -$6.18K -26 -2%
HNW
2737
High Note Wealth
Minnesota
$258K
LIA
2738
LifePlan Investment Advisors
North Carolina
$257K -$8.79K -37 -3%
SL
2739
Salomon & Ludwin
Virginia
$257K
RBFC
2740
Roman Butler Fullerton & Co
Missouri
$256K +$19.7K +83 +6%
CWP
2741
Core Wealth Partners
California
$256K +$35.6K +150 +17%
MAM
2742
Milestone Asset Management
Pennsylvania
$255K -$86K -362 -26%
PWS
2743
Private Wealth Strategies
Ohio
$255K
AIM
2744
Avity Investment Management
Connecticut
$255K +$244K +1,027 New
CCA
2745
Cora Capital Advisors
New Jersey
$254K
PG
2746
Prostatis Group
Maryland
$254K -$2.38K -10 -1%
PRI
2747
Prepared Retirement Institute
Pennsylvania
$254K +$243K +1,021 New
MAM
2748
McLean Asset Management
Virginia
$253K +$9.27K +39 +4%
MWA
2749
MN Wealth Advisors
Kansas
$253K +$242K +1,017 New
TFM
2750
Trademark Financial Management
Minnesota
$252K +$241K +1,015 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.