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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
PWM
376
Perigon Wealth Management
California
$25.4M -$1.6M -6,729 -6%
MA
377
Mezzasalma Advisors
New Jersey
$25.4M -$744K -3,130 -3%
RMCM
378
Reynders McVeigh Capital Management
Massachusetts
$25.3M -$703K -2,959 -3%
NIM
379
NEOS Investment Management
Connecticut
$25.3M +$5.73M +24,119 +31%
BHC
380
Bowen Hanes & Co
Florida
$25.1M +$236K +995 +1%
SW
381
SVB Wealth
Massachusetts
$24.9M +$7.42M +31,223 +45%
JIP
382
Jaffetilchin Investment Partners
Florida
$24.9M -$315K -1,327 -1%
SPPAM
383
Summit Partners Public Asset Management
Massachusetts
$24.8M +$2.15M +9,059 +10%
PAM
384
Pinpoint Asset Management
Hong Kong
$24.6M -$17.2M -72,400 -43%
BCM
385
Brookstone Capital Management
Illinois
$24.5M +$2.56M +10,752 +12%
KRSITF
386
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$24.5M -$73K -307 -0.3%
PHM
387
Prospect Hill Management
New Jersey
$24.5M +$333K +1,400 +1%
BPC
388
Banque Pictet & Cie
Switzerland
$24.2M -$6.44M -27,097 -22%
CIBC Private Wealth Group
389
CIBC Private Wealth Group
Georgia
$23.9M +$238 +1 +0%
OIAM
390
OFI Invest Asset Management
France
$23.7M -$25.8M -108,614 -51%
AAS
391
Avantax Advisory Services
Texas
$23.5M +$1.88M +7,906 +9%
AIMCA
392
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$23.3M +$190K +800 +0.9%
PI
393
PEAK6 Investments
Illinois
$23.2M +$22.2M +93,493 New
FDCDDQ
394
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.1M -$2.08M -8,761 -9%
PI
395
PFG Investments
New York
$23.1M -$1.37M -5,766 -6%
BSW
396
Buckingham Strategic Wealth
Missouri
$23.1M +$261K +1,098 +1%
SFA
397
Sequoia Financial Advisors
Ohio
$23M +$6.84M +28,768 +45%
OCM
398
Ogborne Capital Management
California
$23M +$10.1M +42,500 +85%
SCM
399
Silvant Capital Management
Georgia
$22.7M -$241K -1,014 -1%
SWP
400
Stratos Wealth Partners
Ohio
$22.7M -$530K -2,229 -2%

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.