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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
CPWM
901
Cypress Point Wealth Management
Texas
$3.83M
APW
902
Austin Private Wealth
Texas
$3.8M -$229K -964 -6%
JRP
903
Jasper Ridge Partners
California
$3.79M
FCP
904
Fidelis Capital Partners
Florida
$3.78M +$639K +2,687 +21%
SWP
905
Semus Wealth Partners
Florida
$3.78M -$68K -286 -2%
FTIS
906
First Trust Investment Solutions
Florida
$3.77M +$3.61M +15,187 New
WAM
907
Weatherly Asset Management
California
$3.77M -$22.8K -96 -0.6%
GW
908
GW & Wade
Massachusetts
$3.76M +$1.01M +4,232 +39%
IA
909
IFG Advisory
Georgia
$3.76M +$158K +665 +5%
GAM
910
Griffin Asset Management
New York
$3.76M +$36.6K +154 +1%
WKSWA
911
White Knight Strategic Wealth Advisors
New Jersey
$3.75M -$140K -590 -4%
APP
912
Avantax Planning Partners
Iowa
$3.75M -$1.13M -4,759 -24%
IB
913
Intrust Bank
Kansas
$3.71M -$92.4K -389 -3%
FA
914
Fountainhead AM
New Jersey
$3.71M +$206K +866 +6%
FC
915
Forte Capital
New York
$3.7M +$124K +521 +4%
CPL
916
CAP Partners LLC
Tennessee
$3.7M +$3.54M +14,895 New
CF
917
Centaurus Financial
California
$3.7M -$109K -457 -3%
ICG
918
InterOcean Capital Group
Tennessee
$3.69M -$135K -567 -4%
KFS
919
Kaizen Financial Strategies
California
$3.69M -$240K -1,009 -6%
WA
920
Wealth Alliance
New York
$3.69M -$20.9K -88 -0.6%
AAP
921
Aristotle Atlantic Partners
Florida
$3.68M -$21.9M -91,944 -86%
DWA
922
Douglass Winthrop Advisors
New York
$3.68M -$3.56K -15 -0.1%
SA
923
Strategic Advocates
Utah
$3.68M -$331K -1,393 -9%
RAM
924
Robocap Asset Management
United Kingdom
$3.67M +$533K +2,242 +18%
SAG
925
SageView Advisory Group
California
$3.67M +$2.2M +9,271 +94%

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.