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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
KJWM
851
Kiley Juergens Wealth Management
Washington
$4.27M -$16.9K -71 -0.4%
BG
852
Benedetti & Gucer
Georgia
$4.26M -$520K -2,189 -11%
AWM
853
Avior Wealth Management
Nebraska
$4.26M -$8.08K -34 -0.2%
PCS
854
Personal CFO Solutions
New Jersey
$4.25M +$1.71M +7,201 +73%
PWPS
855
Pinnacle Wealth Planning Services
Ohio
$4.24M +$135K +567 +3%
BFP
856
Beacon Financial Planning
Massachusetts
$4.24M +$17.3K +73 +0.4%
CW
857
CreativeOne Wealth
Kansas
$4.24M +$425K +1,790 +12%
IIA
858
IPG Investment Advisors
California
$4.24M -$919K -3,866 -18%
PWP
859
Pursue Wealth Partners
California
$4.23M -$507K -2,134 -11%
PVI
860
Pine Valley Investments
New Jersey
$4.21M -$560K -2,356 -12%
MF
861
Magnetar Financial
Illinois
$4.2M +$499K +2,098 +14%
GL
862
Graypoint LLC
New York
$4.18M +$393K +1,654 +11%
MG
863
Mather Group
Illinois
$4.15M +$1.63M +6,854 +70%
HFS
864
Hantz Financial Services
Michigan
$4.12M -$101K -426 -3%
TCA
865
Transcend Capital Advisors
New Jersey
$4.11M -$290K -1,220 -7%
FHB
866
First Hawaiian Bank
Hawaii
$4.11M +$1.24M +5,204 +46%
BEI
867
Benjamin Edwards Inc
Missouri
$4.08M +$638K +2,683 +20%
VCM
868
Verde Capital Management
Michigan
$4.07M -$167K -702 -4%
PPWP
869
Premier Path Wealth Partners
New Jersey
$4.05M +$3.89M +16,386 New
SIM
870
Sentry Investment Management
Wisconsin
$4.05M +$63.2K +266 +2%
WG
871
Watchman Group
Texas
$4.05M +$426K +1,794 +12%
CE
872
Cornerstone Enterprises
Wisconsin
$4.04M +$3.87M +16,276 New
CAAS
873
Capital Asset Advisory Services
Michigan
$4.04M +$284K +1,194 +8%
SPW
874
Surience Private Wealth
Washington
$4.03M +$3.85M +16,209 New
SIC
875
Salem Investment Counselors
North Carolina
$4.01M +$64.4K +271 +2%

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.