We are live on ! Find out more

1,682 hedge funds and large institutions have $172B invested in Tesla in 2020 Q3 according to their latest regulatory filings, with 433 funds opening new positions, 573 increasing their positions, 584 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more first-time investments, than exits

New positions opened: 433 | Existing positions closed: 99

74% more capital invested

Capital invested by funds: $98.7B → $172B (+$73.1B)

57% more funds holding in top 10

Funds holding in top 10: 65102 (+37)

24% more funds holding

Funds holding: 1,3611,682 (+321)

2% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 584

27% less call options, than puts

Call options by funds: $82B | Put options by funds: $112B

658.61% less ownership

Funds ownership: 787.92%129.32% (-659%)

Holders
1,682
Holders Change
+321
Holders Change %
+23.59%
% of All Funds
33.93%
Holding in Top 10
102
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+56.92%
% of All Funds
2.06%
New
433
Increased
573
Reduced
584
Closed
99
Calls
$82B
Puts
$112B
Net Calls
-$30.1B
Net Calls Change
-$10B
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
526
Beacon Pointe Advisors
California
$2.63M -$2.71M -22,971 -56%
FFA
527
First Foundation Advisors
California
$2.63M +$91.4K +774 +4%
AI
528
Accredited Investors
Minnesota
$2.62M -$145K -1,230 -6%
PWP
529
Principle Wealth Partners
Connecticut
$2.6M -$106K -900 -5%
CCM
530
Coldstream Capital Management
Washington
$2.59M -$378K -3,204 -15%
WJWM
531
Williams Jones Wealth Management
New York
$2.56M +$43.6K +369 +2%
HCM
532
Hollencrest Capital Management
California
$2.55M -$532K -4,503 -20%
GVAG
533
Great Valley Advisor Group
Delaware
$2.54M +$929K +7,866 +79%
TWM
534
Triton Wealth Management
Arizona
$2.53M +$358K +3,030 +20%
USGIU
535
U.S. Global Investors (USGI)
Texas
$2.53M +$1.91M +16,200 +1,080%
MC
536
Moors & Cabot
Massachusetts
$2.53M +$109K +924 +6%
FWM
537
FSA Wealth Management
Massachusetts
$2.53M -$40.7K -345 -2%
VCM
538
Verde Capital Management
Michigan
$2.52M -$1.04M -8,823 -33%
AI
539
Aperture Investors
New York
$2.51M -$3.47M -29,406 -63%
PIA
540
Perennial Investment Advisors
California
$2.51M +$1.02M +8,649 +97%
BCM
541
BlueCrest Capital Management
Jersey
$2.5M -$560K -4,743 -21%
Financial Engines Advisors
542
Financial Engines Advisors
California
$2.5M +$130K +1,104 +7%
KA
543
Kovack Advisors
Florida
$2.48M -$2.84M -24,090 -58%
AIM
544
Aigen Investment Management
New York
$2.47M +$299K +2,532 +17%
WWM
545
Western Wealth Management
Colorado
$2.44M +$346K +2,931 +21%
AWM
546
Avitas Wealth Management
California
$2.44M +$1.21M +10,266 +151%
FCI
547
Financial Counselors Inc
Kansas
$2.42M -$38.6K -327 -2%
CFGS
548
Concourse Financial Group Securities
Alabama
$2.42M +$409K +3,465 +26%
RHBC
549
R.H. Bluestein & Co
Michigan
$2.41M -$209K -1,770 -10%
EWA
550
EP Wealth Advisors
California
$2.41M +$62K +525 +3%

TSLA Hedge Fund Activity: Q3 2020 in Review

1,682 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q3 2020, worth a combined $172B — up 74% from $98.7B a quarter earlier.

Buyers outnumbered sellers: 433 funds opened new TSLA positions and 99 closed out — a net gain of 334 holders — while 573 added to existing stakes and 584 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $653M. The largest seller was Boothbay Fund Management, exiting entirely with an estimated $10.7B sold.

  • 1,682 institutional investors held Tesla (TSLA) as of Q3 2020, up from 1,361 in Q2 2020.
  • Funds reported $172B of Tesla stock for Q3 2020, up 74% quarter-over-quarter.
  • 433 funds opened new Tesla positions in Q3 2020 and 99 closed out, a net change of +334 holders.
  • The largest Tesla buyer in Q3 2020 was Goldman Sachs, an estimated $653M added.
  • The largest Tesla seller in Q3 2020 was Boothbay Fund Management, an estimated $10.7B sold.

Based on aggregated 13F filings for Q3 2020.