We are live on ! Find out more

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
CWP
726
Cyndeo Wealth Partners
Florida
$6.02M +$38.5K +162 +0.7%
ECM
727
Evergreen Capital Management
Washington
$6.01M -$2.12M -8,933 -27%
HI
728
Horizon Investments
North Carolina
$5.99M +$68K +286 +1%
CFGS
729
Concourse Financial Group Securities
Alabama
$5.96M +$1.42M +5,991 +33%
KFA
730
Krane Funds Advisors
New York
$5.95M -$1.61M -6,765 -22%
MIM
731
Moseley Investment Management
Florida
$5.95M -$94.8K -399 -2%
RJT
732
Raymond James Trust
Florida
$5.93M -$86.7K -365 -2%
IFWM
733
Institute for Wealth Management
Colorado
$5.92M -$74.4K -313 -1%
CAG
734
Csenge Advisory Group
Florida
$5.91M +$463K +1,948 +9%
SCM
735
SCS Capital Management
Massachusetts
$5.88M +$1.62M +6,800 +40%
WWA
736
WCG Wealth Advisors
Nevada
$5.88M +$27.1K +114 +0.5%
CA
737
Cullinan Associates
Kentucky
$5.86M +$190K +800 +4%
FWM
738
Focused Wealth Management
New York
$5.85M -$82.2K -346 -1%
FWCM
739
Ferguson Wellman Capital Management
Oregon
$5.85M +$501K +2,107 +10%
SHGA
740
Sand Hill Global Advisors
California
$5.83M -$73.4K -309 -1%
OQS
741
Occudo Quantitative Strategies
Florida
$5.73M +$2.39M +10,065 +77%
SLWA
742
San Luis Wealth Advisors
California
$5.72M +$438K +1,845 +9%
EAM
743
Evanson Asset Management
California
$5.71M -$178K -750 -3%
RFMS
744
RWQ Financial Management Services
Florida
$5.71M -$255K -1,072 -4%
NFG
745
Nations Financial Group
Iowa
$5.69M +$19.3K +81 +0.4%
AWA
746
Arete Wealth Advisors
Illinois
$5.68M +$5.43M +22,845 New
RP
747
Rice Partnership
Hawaii
$5.68M +$582K +2,451 +12%
ACM
748
Ariose Capital Management
Hong Kong
$5.67M -$14.2M -59,900 -72%
BCM
749
Beck Capital Management
Texas
$5.66M +$906K +3,811 +20%
SF
750
Summit Financial
New Jersey
$5.64M -$184K -775 -3%

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.