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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
SMC
701
Smith, Moore & Co
Missouri
$3.1M +$49.7K +198 +1%
GSWM
702
Golden State Wealth Management
California
$3.09M -$246K -981 -7%
LWM
703
Laidlaw Wealth Management
New York
$3.08M +$1.46M +5,808 +72%
BTWM
704
Baker Tilly Wealth Management
Wisconsin
$3.08M -$660K -2,628 -16%
Fisher Asset Management
705
Fisher Asset Management
Washington
$3.08M +$65.5K +261 +2%
MS
706
Madden Securities
Texas
$3.07M +$3.46M +13,794 New
LWAC
707
Laurel Wealth Advisors (California)
California
$3.05M -$1.22M -4,866 -26%
AMCA
708
Arthur M. Cohen & Associates
Illinois
$3.05M -$280K -1,116 -8%
GVAG
709
Great Valley Advisor Group
Delaware
$3.02M -$1.22M -4,872 -26%
WJWM
710
Williams Jones Wealth Management
New York
$3M +$101K +402 +3%
NFG
711
Nations Financial Group
Iowa
$2.99M +$1.82M +7,266 +118%
WIS
712
Wright Investors Service
Connecticut
$2.97M +$3.34M +13,320 New
PAG
713
Private Advisory Group
Washington
$2.96M -$133K -528 -4%
SC
714
Sepio Capital
Utah
$2.94M +$1.46M +5,829 +79%
CT
715
Coastline Trust
Rhode Island
$2.93M +$1.56M +6,195 +89%
NFG
716
Nadler Financial Group
Illinois
$2.93M -$62.5K -249 -2%
RFMS
717
RWQ Financial Management Services
Florida
$2.92M -$4.54M -18,075 -58%
TFGT
718
TS Financial Group (TSFG)
Illinois
$2.92M -$36.2K -144 -1%
ANTB
719
AMG National Trust Bank
Colorado
$2.92M -$143K -570 -4%
EI
720
Ethic Inc
New York
$2.9M +$975K +3,885 +43%
CWMU
721
Caliber Wealth Management (Utah)
Utah
$2.89M +$1.13M +4,509 +53%
GG
722
Gofen & Glossberg
Illinois
$2.88M +$380K +1,515 +13%
FWCM
723
Ferguson Wellman Capital Management
Oregon
$2.87M -$201K -801 -6%
PAA
724
Peregrine Asset Advisers
Oregon
$2.87M +$154K +612 +5%
SAM
725
Silvercrest Asset Management
New York
$2.87M +$205K +816 +7%

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.