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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
AWA
901
Arkadios Wealth Advisors
Georgia
$1.74M -$659K -2,625 -25%
PWM
902
PRW Wealth Management
Massachusetts
$1.74M -$295K -1,176 -13%
RIG
903
Roosevelt Investment Group
New York
$1.74M +$51.2K +204 +3%
CP
904
Cumberland Partners
Ontario, Canada
$1.73M
SWA
905
Stratos Wealth Advisors
Ohio
$1.73M -$50.5K -201 -3%
CG
906
Colony Group
Massachusetts
$1.72M +$742K +2,955 +62%
FIA
907
FNY Investment Advisers
New York
$1.72M +$1.93M +7,704 New
TC
908
Telemus Capital
Michigan
$1.71M -$258K -1,026 -12%
CGA
909
Crescent Grove Advisors
Illinois
$1.71M +$46.7K +186 +2%
CCM
910
Colorado Capital Management
Colorado
$1.7M -$753 -3 -0%
CWA
911
Clarity Wealth Advisors
California
$1.7M -$439K -1,749 -19%
BC
912
Burney Company
Virginia
$1.69M -$41.4K -165 -2%
MAM
913
Morse Asset Management
Connecticut
$1.69M -$1.04M -4,131 -35%
IC
914
Intersect Capital
California
$1.67M +$57.2K +228 +3%
AFAS
915
Acorn Financial Advisory Services
Virginia
$1.67M +$423K +1,686 +29%
ESBC
916
E.S. Barr & Co
Kentucky
$1.66M
CFO
917
Colony Family Offices
North Carolina
$1.66M +$1.87M +7,455 New
HA
918
Harfst & Associates
Wyoming
$1.65M +$163K +648 +10%
BAAM
919
Baker Avenue Asset Management
California
$1.65M +$49.7K +198 +3%
PWMAG
920
Pinnacle Wealth Management Advisory Group
New Jersey
$1.64M +$1.01M +4,020 +120%
SFS
921
Strategic Financial Services
New York
$1.64M -$753 -3 -0%
SCM
922
Silvant Capital Management
Georgia
$1.63M
CFA
923
Carroll Financial Associates
North Carolina
$1.63M -$436K -1,737 -19%
PAM
924
Private Asset Management
California
$1.63M +$51.2K +204 +3%
BWM
925
BerganKDV Wealth Management
Minnesota
$1.62M +$11.3K +45 +0.6%

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.