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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
RPGK
2801
Retirement Planning Group (Kansas)
Kansas
$239K +$7.37K +31 +3%
EA
2802
Emerald Advisors
Washington
$239K
GCIA
2803
Gabelli & Co Investment Advisers
New York
$239K
EL
2804
EWA LLC
Pennsylvania
$238K +$33.5K +141 +13%
NDSI
2805
Newman Dignan & Sheerar Inc
Rhode Island
$238K +$12.4K +52 +6%
MWM
2806
MBE Wealth Management
Wisconsin
$238K +$24.2K +102 +12%
CA
2807
Cresta Advisors
Texas
$237K
NPT
2808
Nixon Peabody Trust
Massachusetts
$237K +$227K +955 New
FNWM
2809
Financial Network Wealth Management
Utah
$237K
CWM
2810
Curi Wealth Management
North Carolina
$237K -$2.14K -9 -0.9%
LWAM
2811
Legacy Wealth Asset Management
Minnesota
$236K +$226K +951 New
FSWA
2812
Financial Synergies Wealth Advisors
Texas
$236K +$13.3K +56 +3%
CG
2813
Cynosure Group
Utah
$236K +$225K +948 New
PHAM
2814
Palisades Hudson Asset Management
Florida
$235K -$77.7K -327 -26%
MKC
2815
M. Kraus & Co
Vermont
$235K -$14.3K -60 -6%
NCM
2816
Nelson Capital Management
California
$235K
GOCP
2817
Great Oak Capital Partners
Massachusetts
$235K +$224K +944 New
CP
2818
Cumberland Partners
Ontario, Canada
$234K
KCM
2819
Kaye Capital Management
California
$233K -$11.4K -48 -4%
AOG
2820
Alpha Omega Group
Virginia
$233K
MAM
2821
Martingale Asset Management
Massachusetts
$232K -$26.4K -111 -11%
DWM
2822
Dechtman Wealth Management
Colorado
$231K -$4.04K -17 -2%
SWAG
2823
Spectrum Wealth Advisory Group
California
$231K +$25.2K +106 +13%
VBCG
2824
Valley Brook Capital Group
Pennsylvania
$231K +$15.4K +65 +8%
AWM
2825
Aries Wealth Management
Maine
$230K -$25K -105 -10%

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.