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2,122 hedge funds and large institutions have $308B invested in Tesla in 2020 Q4 according to their latest regulatory filings, with 561 funds opening new positions, 798 increasing their positions, 587 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

510% more first-time investments, than exits

New positions opened: 561 | Existing positions closed: 92

131% more funds holding in top 10

Funds holding in top 10: 102236 (+134)

79% more capital invested

Capital invested by funds: $172B → $308B (+$136B)

36% more repeat investments, than reductions

Existing positions increased: 798 | Existing positions reduced: 587

26% more funds holding

Funds holding: 1,6822,122 (+440)

8.44% more ownership

Funds ownership: 129.32%137.75% (+8.4%)

30% less call options, than puts

Call options by funds: $128B | Put options by funds: $183B

Holders
2,122
Holders Change
+440
Holders Change %
+26.16%
% of All Funds
37.54%
Holding in Top 10
236
Holding in Top 10 Change
+134
Holding in Top 10 Change %
+131.37%
% of All Funds
4.18%
New
561
Increased
798
Reduced
587
Closed
92
Calls
$128B
Puts
$183B
Net Calls
-$54.8B
Net Calls Change
-$24.6B
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$22.9M +$5.07M +29,733 +44%
CAPTRUST Financial Advisors
302
CAPTRUST Financial Advisors
North Carolina
$22.7M +$1.59M +9,327 +11%
MWM
303
Mission Wealth Management
California
$22.4M +$2.15M +12,603 +15%
VHAM
304
Van Hulzen Asset Management
California
$22.1M -$269K -1,578 -2%
AA
305
Apriem Advisors
California
$21.7M +$42K +246 +0.3%
EWA
306
Exencial Wealth Advisors
Oklahoma
$21.4M -$28.6M -167,559 -65%
ZIM
307
Zacks Investment Management
Illinois
$21.4M +$3.81M +22,341 +33%
ASN
308
Advisory Services Network
Georgia
$21.2M +$5.55M +32,547 +56%
PHM
309
Prospect Hill Management
New Jersey
$21.2M +$15.4M +90,150 New
AF
310
Advisornet Financial
Minnesota
$21.1M -$1.9M -11,124 -11%
KA
311
Kintegral Advisory
New York
$21.1M
PCA
312
Personal Capital Advisors
California
$21M +$6.92M +40,548 +83%
JCAM
313
Jericho Capital Asset Management
New York
$20.3M +$6.94M +40,650 +89%
IA
314
IndexIQ Advisors
New York
$20.1M +$2.51M +14,697 +21%
B
315
BP
United Kingdom
$20.1M -$14.4M -84,219 -50%
CL
316
CSS LLC
Illinois
$20M -$24.5M -143,700 -63%
NLGIA
317
Nippon Life Global Investors Americas
New York
$19.8M +$14.3M +84,030 New
CA
318
Cornerstone Advisors
North Carolina
$19.8M +$14.3M +84,000 New
Neuberger Berman Group
319
Neuberger Berman Group
New York
$19.6M -$7.18M -42,057 -33%
AIP
320
Ameritas Investment Partners
Nebraska
$19.6M +$4.96M +29,082 +54%
BRWA
321
B. Riley Wealth Advisors
Florida
$19.5M +$1.96M +11,496 +16%
IRF
322
IBM Retirement Fund
New York
$19.4M -$210K -1,230 -1%
MCM
323
McKinley Capital Management
Alaska
$19.3M -$3.19M -18,699 -19%
AP
324
Archon Partners
New Jersey
$19M -$2.41M -14,100 -15%
MCM
325
Manchester Capital Management
Vermont
$19M +$135K +792 +1%

TSLA Hedge Fund Activity: Q4 2020 in Review

2,122 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q4 2020, worth a combined $308B — up 79% from $172B a quarter earlier.

Buyers outnumbered sellers: 561 funds opened new TSLA positions and 92 closed out — a net gain of 469 holders — while 798 added to existing stakes and 587 trimmed.

The largest buyer was Vanguard Group, adding an estimated $7.44B. The largest seller was Goldman Sachs, cutting an estimated $4.43B.

  • 2,122 institutional investors held Tesla (TSLA) as of Q4 2020, up from 1,682 in Q3 2020.
  • Funds reported $308B of Tesla stock for Q4 2020, up 79% quarter-over-quarter.
  • 561 funds opened new Tesla positions in Q4 2020 and 92 closed out, a net change of +469 holders.
  • The largest Tesla buyer in Q4 2020 was Vanguard Group, an estimated $7.44B added.
  • The largest Tesla seller in Q4 2020 was Goldman Sachs, an estimated $4.43B sold.

Based on aggregated 13F filings for Q4 2020.