We are live on ! Find out more

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
WHCI
2901
W.H. Cornerstone Investments
Massachusetts
$207K +$475 +2 +0.2%
BRA
2902
Biechele Royce Advisors
Indiana
$207K +$198K +832 New
PGF
2903
Plan Group Financial
Oklahoma
$207K -$15.9K -67 -7%
IWA
2904
IVC Wealth Advisors
Pennsylvania
$207K +$5.94K +25 +3%
HWM
2905
Heirloom Wealth Management
Colorado
$206K
PGIM
2906
Pacific Global Investment Management
California
$206K
MAA
2907
Matrix Asset Advisors
New York
$206K +$713 +3 +0.4%
LJAC
2908
L.J. Altfest & Co
New York
$206K
ACM
2909
Ategra Capital Management
Virginia
$205K
SWM
2910
Sculati Wealth Management
Michigan
$205K -$951 -4 -0.5%
T
2911
TNF
Montana
$204K +$254K +1,069 New
WAM
2912
Weinberger Asset Management
California
$204K +$195K +821 New
IRC
2913
Investors Research Corp
Georgia
$203K +$3.56K +15 +2%
RG
2914
Retirement Group
California
$203K -$5.7K -24 -3%
SHF
2915
Stage Harbor Financial
Massachusetts
$203K +$194K +815 New
BTIM
2916
BancFirst Trust & Investment Management
Oklahoma
$202K +$189K +797 New
1SB
2917
1ST Source Bank
Indiana
$202K +$193K +811 New
SFG
2918
SevenBridge Financial Group
Pennsylvania
$200K
FCC
2919
Flower City Capital
New York
$200K +$192K +806 New
YWS
2920
Yarger Wealth Strategies
Ohio
$200K +$191K +805 New
LRWA
2921
Long Run Wealth Advisors
New York
$200K +$191K +805 New
DAC
2922
Dividend Assets Capital
South Carolina
$200K
OCM
2923
Orion Capital Management
California
$198K
LF
2924
Lee Financial
Texas
$194K +$10.5K +44 +6%
SAG
2925
Spotlight Asset Group
Illinois
$194K

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.