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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
HCM
651
Hodges Capital Management
Texas
$7.4M +$2.87M +12,056 +68%
CI
652
Cigna Investments
Connecticut
$7.36M -$29.7K -125 -0.4%
EFS
653
Essex Financial Services
Connecticut
$7.35M -$102K -430 -1%
GCS
654
Gordian Capital (Singapore)
Singapore
$7.32M +$149K +625 +2%
MWM
655
Meridian Wealth Management
Kentucky
$7.31M -$39.7K -167 -0.6%
LBWM
656
Left Brain Wealth Management
Illinois
$7.3M -$146K -613 -2%
CIA
657
Concurrent Investment Advisors
Florida
$7.29M +$20.2M +85,123 New
GCA
658
Gradient Capital Advisors
California
$7.27M -$8.08K -34 -0.1%
SGAM
659
Smith Group Asset Management
Texas
$7.26M +$6.94M +29,202 New
NIM
660
Northeast Investment Management
Massachusetts
$7.22M -$223K -937 -3%
MFG
661
Magnus Financial Group
New York
$7.18M -$436K -1,834 -6%
RWP
662
RWA Wealth Partners
Massachusetts
$7.17M +$6.27M +26,382 +1,075%
WANY
663
Wealthspire Advisors (New York)
New York
$7.16M +$818K +3,441 +14%
PS
664
Principal Securities
Iowa
$7.15M +$6.84M +28,763 New
QCG
665
Quadrant Capital Group
Ohio
$7.14M +$391K +1,647 +6%
SFS
666
Sowell Financial Services
Arkansas
$7.11M -$660K -2,777 -9%
Brown Advisory
667
Brown Advisory
Maryland
$7.1M +$612K +2,576 +10%
EFM
668
E Fund Management
China
$7.08M -$1.51M -6,346 -18%
DCM
669
Dupont Capital Management
Delaware
$7.05M +$6.75M +28,382 New
SBIA
670
Sheaff Brock Investment Advisors
Indiana
$7.05M -$329K -1,386 -5%
BWA
671
Bordeaux Wealth Advisors
California
$7.03M -$12.1K -51 -0.2%
BPCE
672
Bank Pictet & Cie (Europe)
Germany
$7.02M +$3.22M +13,546 +92%
NFSG
673
Newbridge Financial Services Group
Florida
$7.01M +$462K +1,943 +7%
PCM
674
Penserra Capital Management
California
$7.01M -$797K -3,352 -11%
GI
675
GAMCO Investors
Connecticut
$6.95M -$2.75M -11,560 -29%

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.