3,126 hedge funds and large institutions have $360B invested in Tesla in 2023 Q4 according to their latest regulatory filings, with 390 funds opening new positions, 1,277 increasing their positions, 1,094 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,126
Holders Change
+213
Holders Change %
+7.31%
% of All Funds
45.82%
Holding in Top 10
286
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-7.74%
% of All Funds
4.19%
New
390
Increased
1,277
Reduced
1,094
Closed
133
Calls
$73.9B
Puts
$73B
Net Calls
+$967M
Net Calls Change
-$1.79B
Name Holding Trade Value Shares
Change
Shares
Change %
MSFP
1001
Mark Sheptoff Financial Planning
Connecticut
$3.03M +$42.2K +170 +1%
PP
1002
PDS Planning
Ohio
$3.03M +$131K +529 +5%
CCP
1003
Cunning Capital Partners
North Carolina
$3.02M +$3.02M +12,140 New
NCM
1004
Narwhal Capital Management
Georgia
$3.01M +$470K +1,890 +18%
BBWA
1005
Bell & Brown Wealth Advisors
California
$3.01M +$3.01M +12,124 New
NHT
1006
New Hampshire Trust
New Hampshire
$3.01M -$240K -966 -7%
MWM
1007
Modera Wealth Management
New Jersey
$3.01M -$136K -549 -4%
CFG
1008
Citizens Financial Group
Rhode Island
$2.99M -$7.26M -29,198 -71%
FPAS
1009
Focus Partners Advisor Solutions
Missouri
$2.99M -$172K -694 -5%
CRC
1010
Curi RMB Capital
Illinois
$2.99M -$74.5K -300 -2%
LFA
1011
Legacy Financial Advisors
Kentucky
$2.98M +$127K +510 +4%
WJWM
1012
Williams Jones Wealth Management
New York
$2.98M -$585K -2,355 -16%
SWA
1013
SFMG Wealth Advisors
Texas
$2.98M -$8.95K -36 -0.3%
ATC
1014
Argent Trust Co
Tennessee
$2.97M +$36K +145 +1%
IIC
1015
Ironwood Investment Counsel
Arizona
$2.96M -$24.4K -98 -0.8%
SC
1016
Sapient Capital
Indiana
$2.96M +$2.96M +11,898 New
ST
1017
Sageworth Trust
Pennsylvania
$2.95M -$151K -607 -5%
FNBT
1018
FineMark National Bank & Trust
Florida
$2.93M -$1.03M -4,163 -26%
B
1019
Bensler
Washington
$2.92M +$2.98K +12 +0.1%
BWM
1020
Bulltick Wealth Management
Florida
$2.92M +$19.6K +79 +0.7%
CNWM
1021
Clay Northam Wealth Management
California
$2.9M -$79K -318 -3%
VCP
1022
Verus Capital Partners
Arizona
$2.88M +$1.74K +7 +0.1%
NRG
1023
Nemes Rush Group
Michigan
$2.88M +$141K +569 +5%
FHA
1024
First Horizon Advisors
Tennessee
$2.88M -$194K -779 -6%
CWA
1025
Canvas Wealth Advisors
Kansas
$2.88M +$818K +3,735 +40%