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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
WCWM
2826
Willow Creek Wealth Management
California
$230K -$55.1K -232 -20%
AWG
2827
Altus Wealth Group
Colorado
$230K +$220K +926 New
MSCM
2828
McElhenny Sheffield Capital Management
Texas
$230K +$23.1K +97 +11%
RT
2829
Rockland Trust
Massachusetts
$230K +$4.51K +19 +2%
SI
2830
Seeds Investor
New York
$229K +$219K +923 New
LFP
2831
Lakeshore Financial Planning
Michigan
$229K
ACP
2832
Aviance Capital Partners
Florida
$228K -$463K -1,947 -68%
SCM
2833
Stonebridge Capital Management
California
$228K -$17.8K -75 -8%
UWM
2834
USAdvisors Wealth Management
Minnesota
$228K +$219K +921 New
JHCP
2835
Jackson Hole Capital Partners
Oklahoma
$228K +$19.7K +83 +10%
YWM
2836
Yoder Wealth Management
California
$227K +$6.18K +26 +3%
BFG
2837
Beacon Financial Group
Texas
$227K +$217K +912 New
5SA
2838
5th Street Advisors
Connecticut
$227K
BHWM
2839
Bar Harbor Wealth Management
New Hampshire
$226K
AWA
2840
Archvest Wealth Advisors
California
$226K +$217K +911 New
SFG
2841
Sunburst Financial Group
Alabama
$226K +$216K +909 New
BIM
2842
Bullseye Investment Management
Ohio
$226K +$216K +909 New
HAFS
2843
Hapanowicz & Associates Financial Services
Pennsylvania
$225K +$20.9K +88 +11%
FIM
2844
FWL Investment Management
Texas
$224K +$29.5K +124 +16%
MSWM
2845
Mowery & Schoenfeld Wealth Management
Illinois
$224K +$214K +901 New
BI
2846
Ballast Inc
Kentucky
$224K +$7.13K +30 +3%
DCM
2847
Donaldson Capital Management
Indiana
$223K -$448K -1,883 -68%
TLCM
2848
Twin Lakes Capital Management
California
$223K
MAM
2849
Marotta Asset Management
Virginia
$223K +$3.33K +14 +2%
DIP
2850
DT Investment Partners
Pennsylvania
$223K +$5.47K +23 +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.