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2,150 hedge funds and large institutions have $270B invested in Tesla in 2021 Q1 according to their latest regulatory filings, with 226 funds opening new positions, 934 increasing their positions, 810 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 170

15% more repeat investments, than reductions

Existing positions increased: 934 | Existing positions reduced: 810

1% more funds holding

Funds holding: 2,1222,150 (+28)

1% less call options, than puts

Call options by funds: $94.8B | Put options by funds: $95.8B

11.02% less ownership

Funds ownership: 137.75%126.73% (-11%)

12% less funds holding in top 10

Funds holding in top 10: 236207 (-29)

12% less capital invested

Capital invested by funds: $308B → $270B (-$38.1B)

Holders
2,150
Holders Change
+28
Holders Change %
+1.32%
% of All Funds
37.75%
Holding in Top 10
207
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-12.29%
% of All Funds
3.63%
New
226
Increased
934
Reduced
810
Closed
170
Calls
$94.8B
Puts
$95.8B
Net Calls
-$976M
Net Calls Change
+$53.8B
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
526
Douglass Winthrop Advisors
New York
$5.55M -$2.91M -11,610 -32%
PP
527
Professional Planning
California
$5.54M -$539K -2,148 -8%
NIA
528
NIA Impact Advisors
California
$5.54M -$1.38M -5,487 -18%
BPA
529
Beacon Pointe Advisors
California
$5.5M -$1.76M -6,993 -22%
SFA
530
Sequoia Financial Advisors
Ohio
$5.47M -$309K -1,230 -5%
DAS
531
Dynamic Advisor Solutions
Arizona
$5.46M +$1.03M +4,098 +20%
DC
532
Davenport & Co
Virginia
$5.42M -$1.9M -7,587 -24%
1WA
533
180 Wealth Advisors
Washington
$5.4M +$3.28M +13,074 +88%
RCAG
534
Rehmann Capital Advisory Group
Michigan
$5.38M +$665K +2,649 +12%
CCM
535
Covington Capital Management
California
$5.37M -$335K -1,335 -5%
KPW
536
Kore Private Wealth
New York
$5.33M -$1.41M -5,598 -19%
VCM
537
Vivaldi Capital Management
Illinois
$5.26M -$933K -3,717 -12%
BAM
538
Belpointe Asset Management
Nevada
$5.25M -$67.8K -270 -1%
FTDI
539
First Trust Direct Indexing
Massachusetts
$5.22M +$2.75M +10,959 +88%
MCC
540
Malaga Cove Capital
California
$5.16M -$303K -1,206 -5%
RCMU
541
Rokos Capital Management (UK)
United Kingdom
$5.15M +$5.87M +23,400 New
SCM
542
Stevens Capital Management
Pennsylvania
$5.14M +$4.97M +19,800 +600%
EFS
543
Essex Financial Services
Connecticut
$5.12M -$1.97M -7,836 -25%
KA
544
Kovack Advisors
Florida
$5.11M +$923K +3,675 +19%
BCM
545
Bridgeway Capital Management
Texas
$5.11M +$1.96M +7,800 +51%
RWM
546
Ritholtz Wealth Management
New York
$5.09M +$346K +1,377 +6%
MA
547
Mutual Advisors
Nebraska
$5.09M +$407K +1,623 +8%
SRC
548
Sage Rhino Capital
California
$5.08M
CWM
549
Centric Wealth Management
Illinois
$5.06M +$2.02M +8,058 +55%
BP
550
Ballentine Partners
Massachusetts
$4.97M -$758K -3,018 -12%

TSLA Hedge Fund Activity: Q1 2021 in Review

2,150 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q1 2021, worth a combined $270B — down 12% from $308B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new TSLA positions and 170 closed out — a net gain of 56 holders — while 934 added to existing stakes and 810 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $1.24B. The largest seller was Baillie Gifford & Co, cutting an estimated $8.35B.

  • 2,150 institutional investors held Tesla (TSLA) as of Q1 2021, up from 2,122 in Q4 2020.
  • Funds reported $270B of Tesla stock for Q1 2021, down 12% quarter-over-quarter.
  • 226 funds opened new Tesla positions in Q1 2021 and 170 closed out, a net change of +56 holders.
  • The largest Tesla buyer in Q1 2021 was ARK Investment Management, an estimated $1.24B added.
  • The largest Tesla seller in Q1 2021 was Baillie Gifford & Co, an estimated $8.35B sold.

Based on aggregated 13F filings for Q1 2021.