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2,122 hedge funds and large institutions have $308B invested in Tesla in 2020 Q4 according to their latest regulatory filings, with 561 funds opening new positions, 798 increasing their positions, 587 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

510% more first-time investments, than exits

New positions opened: 561 | Existing positions closed: 92

131% more funds holding in top 10

Funds holding in top 10: 102236 (+134)

79% more capital invested

Capital invested by funds: $172B → $308B (+$136B)

36% more repeat investments, than reductions

Existing positions increased: 798 | Existing positions reduced: 587

26% more funds holding

Funds holding: 1,6822,122 (+440)

8.44% more ownership

Funds ownership: 129.32%137.75% (+8.4%)

30% less call options, than puts

Call options by funds: $128B | Put options by funds: $183B

Holders
2,122
Holders Change
+440
Holders Change %
+26.16%
% of All Funds
37.54%
Holding in Top 10
236
Holding in Top 10 Change
+134
Holding in Top 10 Change %
+131.37%
% of All Funds
4.18%
New
561
Increased
798
Reduced
587
Closed
92
Calls
$128B
Puts
$183B
Net Calls
-$54.8B
Net Calls Change
-$24.6B
Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
701
Williams Jones Wealth Management
New York
$3.07M -$823K -4,824 -27%
FGAM
702
Financial Gravity Asset Management
Texas
$3.06M +$2.21M +12,963 New
RFM
703
Royal Fund Management
Florida
$3.01M -$78.3K -459 -3%
BRWM
704
B. Riley Wealth Management
Tennessee
$3.01M -$2.27M -13,275 -51%
OPS
705
Orion Portfolio Solutions
Nebraska
$2.99M +$159K +930 +8%
IA
706
IFG Advisory
Georgia
$2.98M -$114K -669 -5%
BLAM
707
Bourne Lent Asset Management
New York
$2.96M
CIM
708
CIM Investment Management
Pennsylvania
$2.95M +$2.14M +12,555 New
PGFC
709
Peapack-Gladstone Financial Corp
New Jersey
$2.95M +$229K +1,341 +12%
HPWM
710
Highland Private Wealth Management
Washington
$2.94M +$499K +2,922 +30%
FTDI
711
First Trust Direct Indexing
Massachusetts
$2.94M +$2.13M +12,498 New
CWM
712
Circle Wealth Management
New Jersey
$2.93M +$430K +2,517 +25%
PAA
713
Peregrine Asset Advisers
Oregon
$2.89M -$2.76M -16,182 -57%
MSS
714
Mitchell Sinkler & Starr
Pennsylvania
$2.89M -$568K -3,330 -21%
WP
715
WealthPLAN Partners
Nebraska
$2.88M +$148K +870 +9%
IAIM
716
International Assets Investment Management
Florida
$2.88M -$247K -1,446 -11%
DBRC
717
D.B. Root & Company
Pennsylvania
$2.87M +$613K +3,594 +42%
NSAM
718
North Star Asset Management
Wisconsin
$2.86M +$258K +1,509 +14%
PFGIA
719
Patriot Financial Group Insurance Agency
Massachusetts
$2.85M +$1.02M +5,949 +97%
SAM
720
Silvercrest Asset Management
New York
$2.84M +$58.9K +345 +3%
ACA
721
Aptus Capital Advisors
Alabama
$2.83M +$902K +5,283 +78%
AI
722
AdvisorShares Investments
Maryland
$2.8M +$587K +3,438 +41%
DWA
723
Dorsey Wright & Associates
California
$2.8M +$587K +3,438 +41%
Bank Julius Baer & Co
724
Bank Julius Baer & Co
Switzerland
$2.78M +$256K +1,503 +15%
TCA
725
Transcend Capital Advisors
New Jersey
$2.78M +$134K +783 +7%

TSLA Hedge Fund Activity: Q4 2020 in Review

2,122 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q4 2020, worth a combined $308B — up 79% from $172B a quarter earlier.

Buyers outnumbered sellers: 561 funds opened new TSLA positions and 92 closed out — a net gain of 469 holders — while 798 added to existing stakes and 587 trimmed.

The largest buyer was Vanguard Group, adding an estimated $7.44B. The largest seller was Goldman Sachs, cutting an estimated $4.43B.

  • 2,122 institutional investors held Tesla (TSLA) as of Q4 2020, up from 1,682 in Q3 2020.
  • Funds reported $308B of Tesla stock for Q4 2020, up 79% quarter-over-quarter.
  • 561 funds opened new Tesla positions in Q4 2020 and 92 closed out, a net change of +469 holders.
  • The largest Tesla buyer in Q4 2020 was Vanguard Group, an estimated $7.44B added.
  • The largest Tesla seller in Q4 2020 was Goldman Sachs, an estimated $4.43B sold.

Based on aggregated 13F filings for Q4 2020.