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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
RIA
751
Realta Investment Advisors
Delaware
$5.64M +$1.38M +5,795 +34%
WC
752
Wynn Capital
Georgia
$5.62M +$5.38M +22,624 New
STA
753
Summit Trail Advisors
New York
$5.62M +$1.38M +5,822 +35%
CWM
754
Concentrum Wealth Management
California
$5.62M -$34.5K -145 -0.6%
MA
755
McBroom & Associates
Nevada
$5.6M +$78.7K +331 +1%
DIM
756
DLK Investment Management
California
$5.57M +$5.33M +22,416 New
MA
757
Menlo Advisors
California
$5.49M
FB
758
Fulton Bank
Pennsylvania
$5.48M -$204K -859 -4%
MMA
759
Miracle Mile Advisors
California
$5.46M -$3.28M -13,782 -39%
VWA
760
Visionary Wealth Advisors
Illinois
$5.44M +$2.64M +11,093 +103%
CIA
761
Choate Investment Advisors
Massachusetts
$5.42M -$135K -569 -3%
TWP
762
Tyche Wealth Partners
Texas
$5.41M +$5.18M +21,786 New
FFM
763
Forum Financial Management
Illinois
$5.41M +$851K +3,582 +20%
MCC
764
Malaga Cove Capital
California
$5.41M -$464K -1,952 -8%
HSA
765
HBK Sorce Advisory
Pennsylvania
$5.4M -$68.7K -289 -1%
HI
766
Harbour Investments
Wisconsin
$5.38M +$385K +1,618 +8%
VCWA
767
Vanguard Capital Wealth Advisors
Colorado
$5.37M +$55.8K +235 +1%
TFA
768
Teamwork Financial Advisors
Texas
$5.37M -$723K -3,043 -12%
MHS
769
M Holdings Securities
Oregon
$5.34M -$553K -2,326 -10%
PL
770
Plancorp LLC
Missouri
$5.33M +$143K +602 +3%
FFA
771
Farther Finance Advisors
California
$5.32M +$984K +4,140 +24%
IP
772
Ignite Planners
California
$5.27M -$58.5K -246 -1%
Fisher Asset Management
773
Fisher Asset Management
Washington
$5.25M +$1.4M +5,874 +39%
BB
774
Burford Brothers
Texas
$5.22M +$4.99M +21,009 New
Financial Engines Advisors
775
Financial Engines Advisors
California
$5.16M -$180K -759 -4%

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.