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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
HF
3076
Halpern Financial
Virginia
$26K
CIM
3077
Contravisory Investment Management
Massachusetts
$24.8K
FFL
3078
Financial Freedom LLC
Ohio
$24.8K
LG
3079
LAM Group
Oregon
$24.8K +$23.8K +100 New
WM
3080
Wyrmwood Management
New York
$24.8K +$23.8K +100 New
DCM
3081
Davis Capital Management
Florida
$23.9K +$22.8K +96 New
MCM
3082
MidAtlantic Capital Management
Virginia
$23.9K +$22.8K +96 New
WAM
3083
WFA Asset Management
Wisconsin
$23.1K
AIM
3084
Arcadia Investment Management
Michigan
$22.4K -$21.4K -90 -50%
CMBA
3085
C.M. Bidwell & Associates
Hawaii
$21.9K -$215K -903 -91%
CYG
3086
Clean Yield Group
Vermont
$19.9K -$713 -3 -4%
RCM
3087
Richardson Capital Management
Wisconsin
$19.9K +$19K +80 New
AIA
3088
Arcadia Investment Advisors
Idaho
$19.5K
JGIA
3089
Jackson Grant Investment Advisers
Connecticut
$19.1K
OBWP
3090
O'Brien Wealth Partners
Massachusetts
$18.9K +$3.8K +16 +27%
CC
3091
Centiva Capital
New York
$18.6K -$648K -2,727 -97%
NSG
3092
Nalls Sherbakoff Group
Tennessee
$18.6K -$181K -762 -91%
NC
3093
NewSquare Capital
Pennsylvania
$18.6K -$14.3K -60 -44%
PCTC
3094
Perkins Coie Trust Company
Washington
$18.6K -$12.8K -54 -42%
TC
3095
Trust Company
Kansas
$18.6K
DPW
3096
DiNuzzo Private Wealth
Pennsylvania
$17.6K +$16.9K +71 New
RTL
3097
Red Tortoise LLC
Georgia
$17.4K +$5.47K +23 +49%
FW
3098
Fairway Wealth
Ohio
$17.4K +$16.6K +70 New
PIS
3099
POM Investment Strategies
North Carolina
$17.1K +$16.4K +69 New
AP
3100
Arlington Partners
Alabama
$16.2K -$23.8K -100 -61%

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.