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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
OPS
676
Orion Portfolio Solutions
Nebraska
$3.33M +$563K +2,241 +18%
BCM
677
Brookstone Capital Management
Illinois
$3.32M -$424K -1,689 -10%
HWA
678
HCR Wealth Advisors
California
$3.32M +$105K +420 +3%
CIM
679
CIM Investment Management
Pennsylvania
$3.3M +$573K +2,283 +18%
NP
680
NorthRock Partners
Minnesota
$3.29M +$195K +777 +6%
TCM
681
Traynor Capital Management
Pennsylvania
$3.29M +$284K +1,131 +8%
WSFS
682
Wilmington Savings Fund Society
Delaware
$3.27M +$54.2K +216 +1%
BG
683
Benedetti & Gucer
Georgia
$3.26M +$3.68M +14,658 New
ICP
684
Interchange Capital Partners
Pennsylvania
$3.25M -$693K -2,760 -19%
SS
685
Simplicity Solutions
Minnesota
$3.23M -$9.81M -39,075 -73%
PCIA
686
Prime Capital Investment Advisors
Kansas
$3.21M +$2.67M +10,641 +282%
FNT
687
First National Trust
Pennsylvania
$3.21M +$1.32M +5,250 +57%
CPA
688
Capital Planning Advisors
California
$3.21M +$1.9M +7,566 +111%
NIM
689
Northeast Investment Management
Massachusetts
$3.21M +$282K +1,125 +8%
AWM
690
Altium Wealth Management
New York
$3.2M +$970K +3,864 +37%
AAM
691
Azzad Asset Management
Virginia
$3.18M +$291K +1,161 +9%
MPW
692
Monterey Private Wealth
California
$3.17M -$279K -1,110 -8%
HZ
693
Hixon Zuercher
Ohio
$3.17M +$1.58M +6,279 +79%
AWA
694
Alta Wealth Advisors
Massachusetts
$3.15M -$9.04K -36 -0.3%
BRWM
695
B. Riley Wealth Management
Tennessee
$3.15M +$334K +1,329 +10%
CA
696
Cullinan Associates
Kentucky
$3.14M -$979K -3,900 -22%
SAI
697
Systematic Alpha Investments
New Jersey
$3.14M +$3.54M +14,100 New
BCA
698
Biltmore Capital Advisors
New Jersey
$3.13M +$2.96M +11,772 +510%
ACI
699
Alpha Cubed Investments
California
$3.13M -$1.11M -4,431 -24%
AWP
700
Abacus Wealth Partners
California
$3.12M +$1.89M +7,530 +116%

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.