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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
CWM
851
Cordatus Wealth Management
Pennsylvania
$1.93M -$54.8K -321 -4%
PWPS
852
Pinnacle Wealth Planning Services
Ohio
$1.93M +$757K +4,437 +118%
BDF
853
Balasa Dinverno & Foltz
$1.93M +$172K +1,005 +14%
SG
854
StoneX Group
New York
$1.92M +$297K +1,740 +27%
CAM
855
Concorde Asset Management
Michigan
$1.91M +$1.38M +8,109 New
FHC
856
First Heartland Consultants
Missouri
$1.91M +$41.5K +243 +3%
TW
857
TrinityPoint Wealth
Connecticut
$1.9M +$117K +684 +12%
LWM
858
Laidlaw Wealth Management
New York
$1.89M +$1.04M +6,078 +310%
MS
859
Mizuho Securities
Japan
$1.89M +$1.37M +8,040 New
CIC
860
Carnegie Investment Counsel
Ohio
$1.89M -$211K -1,239 -13%
CA
861
Calton & Associates
Florida
$1.88M -$98.8K -579 -7%
EWM
862
Edge Wealth Management
New York
$1.88M -$206K -1,206 -13%
HZ
863
Hixon Zuercher
Ohio
$1.88M +$9.21K +54 +0.7%
HCCM
864
Hudson Canyon Capital Management
New York
$1.87M +$1.36M +7,965 New
SWA
865
Stratos Wealth Advisors
Ohio
$1.87M +$552K +3,237 +69%
JCM
866
Jag Capital Management
Missouri
$1.87M +$1.36M +7,953 New
UAS
867
United Asset Strategies
New York
$1.86M -$31.7K -186 -2%
SBSB
868
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.86M +$85K +498 +7%
SEP
869
Southland Equity Partners
Missouri
$1.86M +$1.35M +7,911 New
MAM
870
McCarthy Asset Management
California
$1.85M +$1.34M +7,860 New
VCM
871
Vision Capital Management
Oregon
$1.84M +$1.08M +6,306 +420%
BC
872
Burney Company
Virginia
$1.83M +$68.6K +402 +5%
CP
873
Cumberland Partners
Ontario, Canada
$1.82M +$7.68K +45 +0.6%
MWM
874
Merriman Wealth Management
Washington
$1.81M -$35.8K -210 -3%
RJT
875
Raymond James Trust
Florida
$1.81M -$98.3K -576 -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.