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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
Bank Julius Baer & Co
676
Bank Julius Baer & Co
Switzerland
$1.52M +$388K +3,288 +47%
AFS
677
Access Financial Services
Minnesota
$1.51M -$26.6K -225 -2%
CAG
678
Crestwood Advisors Group
Massachusetts
$1.51M -$99.2K -840 -7%
CMTU
679
Capital Markets Trading (UK)
United Kingdom
$1.5M -$19.8M -167,670 -94%
ZIC
680
ZWJ Investment Counsel
Georgia
$1.5M +$104K +885 +9%
WP
681
WealthSource Partners
California
$1.48M -$152K -1,284 -11%
LOAMS
682
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.48M +$1.22M +10,314 New
EF
683
Empowered Funds
Pennsylvania
$1.47M -$1.44M -12,177 -54%
FMLI
684
Fukoku Mutual Life Insurance
Japan
$1.46M -$213K -1,800 -15%
SWM
685
SeaCrest Wealth Management
New York
$1.45M -$784K -6,642 -40%
BFG
686
Barber Financial Group
Kansas
$1.45M +$437K +3,705 +58%
CLOS
687
Compagnie Lombard Odier SCmA
Switzerland
$1.43M +$147K +1,242 +14%
LWA
688
Lineweaver Wealth Advisors
Ohio
$1.43M -$111K -936 -9%
IC
689
IEQ Capital
California
$1.43M +$514K +4,356 +77%
CRCM
690
Crystal Rock Capital Management
Illinois
$1.43M +$1.18M +9,975 New
CWM
691
Circle Wealth Management
New Jersey
$1.42M +$134K +1,134 +13%
GW
692
GW & Wade
Massachusetts
$1.42M -$550K -4,659 -32%
HA
693
Harfst & Associates
Wyoming
$1.41M -$11.7K -99 -1%
W
694
WealthStone
Ohio
$1.41M +$696K +5,895 +148%
CWM
695
Concentric Wealth Management
California
$1.4M -$33.6K -285 -3%
SAG
696
Spotlight Asset Group
Illinois
$1.4M +$460K +3,900 +66%
EWM
697
Empirical Wealth Management
Washington
$1.39M -$26.6K -225 -2%
CAM
698
Claret Asset Management
Quebec, Canada
$1.39M -$1.1M -9,315 -49%
PWM
699
PRW Wealth Management
Massachusetts
$1.38M -$575K -4,866 -34%
TCM
700
Tanaka Capital Management
New York
$1.38M -$12.4K -105 -1%

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.