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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
FF
2976
Friedenthal Financial
New Jersey
$122K -$595K -2,502 -84%
PFSC
2977
Peoples Financial Services Corp
Pennsylvania
$122K
PFA
2978
Pathway Financial Advisers
Indiana
$119K -$30.7K -129 -21%
CSWM
2979
Cassady Schiller Wealth Management
Ohio
$118K
DEM
2980
Disciplined Equity Management
Florida
$117K
PWMG
2981
Private Wealth Management Group
New Jersey
$117K +$112K +472 New
IHWM
2982
Iron Horse Wealth Management
Iowa
$117K -$4.04K -17 -3%
SC
2983
Solstein Capital
California
$114K
KLWA
2984
Kelly Lawrence W & Associates
California
$112K
FPFS
2985
First Personal Financial Services
North Carolina
$112K +$99.3K +418 +1,306%
CAC
2986
Core Alternative Capital
Georgia
$111K -$66.5K -280 -38%
RBC
2987
Roble Belko & Company
Pennsylvania
$111K -$475 -2 -0.4%
LFASL
2988
Lugano Financial Advisors SA (LFA)
Switzerland
$110K +$3.33K +14 +3%
CWAF
2989
Core Wealth Advisors (Florida)
Florida
$108K +$34.7K +146 +51%
VL
2990
Vima LLC
Michigan
$108K +$103K +434 New
LFA
2991
Level Financial Advisors
New York
$105K
HWA
2992
Heritage Wealth Advisors
Virginia
$104K -$3.56K -15 -3%
DAL
2993
Delta Accumulation LLC
California
$103K
WSC
2994
Wellington Shields & Co
New York
$103K -$3.09K -13 -3%
GPFA
2995
Game Plan Financial Advisors
Ohio
$102K +$97.4K +410 New
VWA
2996
Valued Wealth Advisors
Utah
$99.8K +$94.8K +399 New
AP
2997
Advisors Preferred
Maryland
$98.1K +$37.1K +156 +65%
WFA
2998
West Financial Advisors
Iowa
$93.9K
DCBT
2999
Dakota Community Bank & Trust
North Dakota
$93.4K -$10.9K -46 -11%
IRAG
3000
Investment Research & Advisory Group
Georgia
$92.7K

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.