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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
RCM
3126
Ravenstone Capital Management
$7.45K
BFS
3127
Bare Financial Services
Pennsylvania
$7.45K +$7.13K +30 New
EPW
3128
Evergreen Private Wealth
Colorado
$7.45K +$7.13K +30 New
FMTCOCP
3129
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K
CMANY
3130
Capital Management Associates (New York)
New York
$6.96K +$6.65K +28 New
FCT
3131
First Community Trust
Iowa
$6.71K
PK
3132
Pflug Koory
Nebraska
$6.71K
CTWM
3133
Cherry Tree Wealth Management
Minnesota
$6.21K -$5.7K -24 -49%
CNBTD
3134
Citizens National Bank Trust Department
Mississippi
$5.96K
BGAI
3135
Bruce G. Allen Investments
Colorado
$5.96K +$5.7K +24 New
DCM
3136
Davidson Capital Management
Texas
$5.22K
WA
3137
WestEnd Advisors
North Carolina
$4.22K
EAM
3138
Eukles Asset Management
Ohio
$4.22K +$238 +1 +6%
BFA
3139
BBJS Financial Advisors
Washington
$3.73K
HDIM
3140
Hanson & Doremus Investment Management
Vermont
$3K
BWM
3141
BKM Wealth Management
Wisconsin
$2.98K +$2.85K +12 New
IWA
3142
IBEX Wealth Advisors
New Jersey
$2.33K -$2.09M -8,801 -100%
TWP
3143
TFO Wealth Partners
Ohio
$2.24K -$35.6K -150 -94%
CWM
3144
Cranbrook Wealth Management
Michigan
$1.69K
DWA
3145
Delos Wealth Advisors
Texas
$1.49K
EIM
3146
Essex Investment Management
Massachusetts
$1.24K -$1.23M -5,182 -100%
MG
3147
MilWealth Group
Wisconsin
$994
CAM
3148
Clarity Asset Management
Iowa
$546 +$475 +2 New
Two Sigma Investments
3149
Two Sigma Investments
New York
-$254M -1,015,385 Closed
Lord, Abbett & Co
3150
Lord, Abbett & Co
New Jersey
-$136M -543,946 Closed

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.