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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
EP
576
Edgestream Partners
New Jersey
$9.47M -$7.6M -31,981 -46%
NM
577
NWI Management
New York
$9.44M
IWM
578
IHT Wealth Management
Illinois
$9.4M +$376K +1,583 +4%
DAM
579
Draper Asset Management
New York
$9.4M +$65.8K +277 +0.7%
SLI
580
Sumitomo Life Insurance
Japan
$9.37M +$1.61M +6,783 +22%
AAM
581
Azzad Asset Management
Virginia
$9.36M -$604K -2,543 -6%
AI
582
Accredited Investors
Minnesota
$9.36M -$2.81M -11,815 -24%
GWS
583
Glassman Wealth Services
Virginia
$9.34M -$4.51K -19 -0.1%
FFN
584
Focus Financial Network
Minnesota
$9.34M +$1.69M +7,116 +23%
SI
585
Stephens Inc
Arkansas
$9.31M +$883K +3,717 +11%
LW
586
Lauer Wealth
Indiana
$9.3M +$1.7M +7,158 +19%
BC
587
Bartlett & Co
Ohio
$9.24M -$25K -105 -0.3%
BCWM
588
Bartlett & Co Wealth Management
Ohio
$9.24M -$25K -105 -0.3%
LOAMS
589
Lombard Odier Asset Management (Switzerland)
Switzerland
$9.23M +$2.67M +11,251 +43%
SVWAG
590
Sound View Wealth Advisors Group
Georgia
$9.17M -$29.5K -124 -0.3%
QT
591
Quantbot Technologies
New York
$9.1M +$8.3M +34,931 +2,055%
NG
592
NWK Group
California
$9.05M +$147K +618 +2%
BP
593
Ballentine Partners
Massachusetts
$9.01M -$267K -1,122 -3%
BIM
594
Bridgecreek Investment Management
Oklahoma
$9M -$598K -2,515 -6%
CUAMC
595
China Universal Asset Management Company
China
$8.96M +$246K +1,037 +3%
AG
596
AlTi Global
New York
$8.84M +$8.45M +35,573 New
CA
597
Clearstead Advisors
Ohio
$8.76M -$7.79M -32,789 -48%
FIA
598
Foundations Investment Advisors
Arizona
$8.73M +$758K +3,191 +7%
FI
599
FJ Investments
Utah
$8.67M +$8.29M +34,882 New
GIA
600
Gladstone Institutional Advisory
Florida
$8.63M -$1.08M -4,532 -12%

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.