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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
ITFISA
3026
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$67.1K +$64.2K +270 New
LIWM
3027
Long Island Wealth Management
New York
$67K +$63.9K +269 New
FFA
3028
Frazier Financial Advisors
Ohio
$66.8K +$63.9K +269 New
AEPWM
3029
Atlantic Edge Private Wealth Management
Florida
$66.3K +$63.5K +267 New
LCM
3030
Logan Capital Management
Pennsylvania
$65.1K -$20K -84 -24%
RF
3031
Robinswood Financial
Washington
$64.9K
CQS
3032
Credential Qtrade Securities
$62.4K +$47.5K +200 +392%
CCA
3033
Criterion Capital Advisors
Tennessee
$62.3K +$59.7K +251 New
IWP
3034
IAG Wealth Partners
Wisconsin
$59.9K
SWM
3035
Sanctuary Wealth Management
Idaho
$59.1K
CT
3036
Clearstead Trust
Maine
$58.4K
FWA
3037
FSC Wealth Advisors
New York
$58.4K
CAM
3038
Chesapeake Asset Management
New York
$56.7K +$713 +3 +1%
TCG
3039
Transcendent Capital Group
Oklahoma
$55.9K +$53.5K +225 New
MCA
3040
Maryland Capital Advisors
Maryland
$55.5K -$713 -3 -1%
CAM
3041
Costello Asset Management
Pennsylvania
$55.4K +$5.94K +25 +13%
SJIM
3042
St. Johns Investment Management
Florida
$53.9K -$236K -995 -82%
APC
3043
Aspire Private Capital
North Carolina
$51.4K
SIM
3044
Studio Investment Management
Illinois
$48.5K
LWA
3045
Lowe Wealth Advisors
Maryland
$47.5K
KSWA
3046
Kathleen S. Wright Associates
Pennsylvania
$47.2K +$23.8K +100 +111%
AP
3047
Aspect Partners
Virginia
$47K +$44.9K +189 New
GWMI
3048
Guardian Wealth Management (Illinois)
Illinois
$47K +$44.9K +189 New
EC
3049
EntryPoint Capital
New York
$45.7K +$43.7K +184 New
B
3050
Birchbrook
Maine
$45.5K +$43.5K +183 New

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.