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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
KWM
601
Kingsview Wealth Management
Oregon
$8.58M -$50.9K -214 -0.6%
SC
602
Sepio Capital
Utah
$8.57M -$1.5M -6,308 -15%
BWM
603
BNC Wealth Management
Oregon
$8.55M +$2.31M +9,707 +39%
UCMOK
604
United Capital Management of KS
Kansas
$8.51M +$510K +2,145 +7%
ZDA
605
Zweig-DiMenna Associates
New York
$8.47M -$5.02M -21,117 -38%
NC
606
NZS Capital
Colorado
$8.45M +$81.8K +344 +1%
DC
607
Davenport & Co
Virginia
$8.43M +$485K +2,039 +6%
MPWT
608
MassMutual Private Wealth & Trust
Connecticut
$8.39M -$501K -2,108 -6%
PIA
609
Petredis Investment Advisors
Pennsylvania
$8.38M -$231K -973 -3%
FCH
610
Freestone Capital Holdings
Washington
$8.37M -$350K -1,473 -4%
BCA
611
Bay Colony Advisors
Massachusetts
$8.31M -$7.84K -33 -0.1%
MCM
612
McKinley Capital Management
Alaska
$8.29M -$140K -587 -2%
PA
613
Procyon Advisors
Connecticut
$8.24M +$54.9K +231 +0.7%
MAM
614
Mirabaud Asset Management
United Kingdom
$8.24M +$7.88M +33,143 New
CGL
615
Clarius Group LLC
Washington
$8.21M -$864K -3,636 -10%
WAM
616
Wolverine Asset Management
Illinois
$8.16M +$4.78M +20,106 +158%
NIWA
617
New Insight Wealth Advisors
California
$8.16M +$7.8M +32,829 New
ACJ
618
Autonomy Capital (Jersey)
Jersey
$8.15M +$903K +3,800 +13%
NCM
619
Noesis Capital Mangement
Florida
$8.14M +$238K +1,000 +3%
AC
620
Avestar Capital
New York
$8.13M +$4.06M +17,063 +109%
VSQM
621
V-Square Quantitative Management
Illinois
$8.11M +$3.03M +12,756 +64%
SAM
622
Silvercrest Asset Management
New York
$8.11M -$869K -3,657 -10%
RWM
623
Ritholtz Wealth Management
New York
$8.1M -$7.13K -30 -0.1%
MOS
624
MGO One Seven
Ohio
$8.02M +$887K +3,734 +13%
CG
625
Caprock Group
Idaho
$8.02M -$15.9K -67 -0.2%

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.