We are live on ! Find out more

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
CWM
451
Congress Wealth Management
Massachusetts
$16.9M +$1.62M +6,811 +11%
Capstone Investment Advisors
452
Capstone Investment Advisors
New York
$16.8M +$948K +3,987 +6%
BFG
453
Bleakley Financial Group
New Jersey
$16.7M +$77.2K +325 +0.5%
BCI
454
Brinker Capital Investments
Pennsylvania
$16.5M +$626K +2,636 +4%
OPS
455
Orion Portfolio Solutions
Nebraska
$16.5M +$626K +2,636 +4%
Verition Fund Management
456
Verition Fund Management
Connecticut
$16.5M +$11.8M +49,861 +300%
IP
457
Intellectus Partners
California
$16.5M +$225K +945 +1%
GF
458
Gabelli Funds
New York
$16.4M -$20.2M -85,202 -56%
QP
459
Quilter Plc
United Kingdom
$16.3M -$171K -719 -1%
TMAM
460
Tokio Marine Asset Management
Japan
$16.3M +$942K +3,964 +6%
MCM
461
MAI Capital Management
Ohio
$16.3M +$4.26M +17,905 +38%
HAG
462
HighPoint Advisor Group
Illinois
$16.2M +$22.3M +93,795 New
SC
463
Slow Capital
California
$16.1M -$224K -941 -1%
CI
464
Carroll Investors
South Carolina
$15.9M -$1.06M -4,479 -7%
AM
465
AGF Management
Ontario, Canada
$15.7M +$3.73M +15,692 +33%
DEA
466
DoubleLine ETF Adviser
Florida
$15.6M +$1.72M +7,257 +13%
LNWWM
467
Laird Norton Wetherby Wealth Management
California
$15.5M -$328K -1,381 -2%
EWA
468
EP Wealth Advisors
California
$15.5M +$2.86M +12,034 +24%
AA
469
ALPS Advisors
Colorado
$15.4M -$6.17M -25,969 -30%
TC
470
TownSquare Capital
Utah
$15.4M -$3.58M -15,055 -20%
Envestnet Portfolio Solutions
471
Envestnet Portfolio Solutions
Illinois
$15.3M +$1.31M +5,510 +10%
HF
472
HRT Financial
New York
$15.3M +$14.6M +61,469 New
PA
473
Pinnacle Associates
New York
$15.2M -$421K -1,773 -3%
CRB
474
Chad R. Baker
$15.2M
BJL
475
Brighton Jones LLC
Washington
$15.1M -$184K -773 -1%

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.