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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
EWM
2751
Edge Wealth Management
New York
$252K
WKWM
2752
Walter & Keenan Wealth Management
Indiana
$251K -$5.7K -24 -2%
MWM
2753
Mattern Wealth Management
Kansas
$251K +$25.7K +108 +12%
AC
2754
AlphaCore Capital
California
$251K -$47.5K -200 -17%
HP
2755
HT Partners
Connecticut
$251K -$2.38K -10 -1%
BAG
2756
Bridgewealth Advisory Group
California
$250K -$106K -444 -31%
LL
2757
LPWM LLC
Minnesota
$250K +$250K +1,052 New
HI
2758
Hudock Inc
Pennsylvania
$250K -$13.3K -56 -5%
GPWA
2759
Great Point Wealth Advisors
Massachusetts
$250K
BHA
2760
Beech Hill Advisors
New York
$250K +$26.1K +110 +12%
SRCM
2761
Signature Resources Capital Management
California
$250K +$239K +1,005 New
WWM
2762
Whalen Wealth Management
Nevada
$250K +$239K +1,005 New
IWP
2763
Innova Wealth Partners
Pennsylvania
$249K +$5.94K +25 +3%
FA
2764
Financial Advisors
Massachusetts
$249K +$14.7K +62 +7%
MAM
2765
MMA Asset Management
Pennsylvania
$248K -$9.51K -40 -4%
Edgewood Management
2766
Edgewood Management
Connecticut
$248K
KIC
2767
Keating Investment Counselors
Florida
$248K
FWM
2768
FMA Wealth Management
Massachusetts
$248K +$238K +1,000 New
KF
2769
KKM Financial
Illinois
$248K +$238K +1,000 New
ODG
2770
O'Dell Group
Ohio
$248K +$29.7K +125 +14%
TCM
2771
Tufton Capital Management
Maryland
$247K +$713 +3 +0.3%
NFG
2772
Norris Financial Group
South Carolina
$245K
HVP
2773
Hudson Value Partners
Florida
$245K +$235K +987 New
ATI
2774
ARK & TLK Investments
Oklahoma
$245K +$234K +985 New
HA
2775
Hofer & Associates
California
$245K -$4.04K -17 -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.