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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
CIC
851
Chase Investment Counsel
Virginia
$2M
MIM
852
Moseley Investment Management
Florida
$2M +$168K +669 +8%
RW
853
RVW Wealth
California
$2M
CWM
854
Concentric Wealth Management
California
$1.99M +$753 +3 +0%
PP
855
Patten & Patten
Tennessee
$1.99M +$73.8K +294 +3%
PF
856
Phoenix Financial
Israel
$1.98M +$2.23M +8,880 New
CI
857
CX Institutional
Indiana
$1.98M +$150K +597 +7%
BWP
858
Bernardo Wealth Planning
Pennsylvania
$1.97M -$1.92M -7,656 -46%
AC
859
Abbrea Capital
California
$1.97M +$859K +3,420 +63%
EWM
860
Empirical Wealth Management
Washington
$1.96M -$548K -2,181 -20%
LWM
861
Lyell Wealth Management
California
$1.94M +$2.26K +9 +0.1%
ETC
862
Exchange Traded Concepts
Oklahoma
$1.94M +$112K +447 +5%
BIM
863
Bridges Investment Management
Nebraska
$1.92M +$7.53K +30 +0.3%
GFA
864
Gifford Fong Associates
California
$1.92M
AHC
865
Adell Harriman & Carpenter
Texas
$1.91M -$11.3K -45 -0.5%
MAM
866
McCarthy Asset Management
California
$1.9M +$173K +690 +9%
PAM
867
Paradigm Asset Management
New York
$1.9M -$226K -900 -10%
SAM
868
Scopus Asset Management
New York
$1.9M -$2.27M -9,060 -51%
RWP
869
Ridgecrest Wealth Partners
California
$1.9M +$2.14M +8,535 New
OGC
870
Oak Grove Capital
New Hampshire
$1.89M -$331K -1,317 -13%
SC
871
Savant Capital
Illinois
$1.89M +$384K +1,530 +22%
WMP
872
Wealth Management Partners
Arizona
$1.89M -$42.9K -171 -2%
TBA
873
Tower Bridge Advisors
Pennsylvania
$1.89M -$226K -900 -10%
CC
874
Centiva Capital
New York
$1.89M -$4.89M -19,479 -70%
WPW
875
Waldron Private Wealth
Pennsylvania
$1.88M +$245K +975 +13%

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.