We are live on ! Find out more

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
MAM
1001
Morse Asset Management
Connecticut
$3.07M +$93.4K +393 +3%
PWLP
1002
Prio Wealth Limited Partnership
Massachusetts
$3.07M -$122K -512 -4%
PWMG
1003
Provence Wealth Management Group
California
$3.05M +$206K +865 +8%
GWANC
1004
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.05M -$104K -436 -3%
BMCM
1005
Bryn Mawr Capital Management
Pennsylvania
$3.04M -$35.6K -150 -1%
CCM
1006
Consolidated Capital Management
California
$3.04M -$642K -2,701 -18%
RWB
1007
RMR Wealth Builders
New Jersey
$3.03M -$106K -446 -4%
MSFP
1008
Mark Sheptoff Financial Planning
Connecticut
$3.03M +$40.4K +170 +1%
PP
1009
PDS Planning
Ohio
$3.03M +$126K +529 +5%
CCP
1010
Cunning Capital Partners
North Carolina
$3.02M +$2.89M +12,140 New
NCM
1011
Narwhal Capital Management
Georgia
$3.01M +$449K +1,890 +18%
BBWA
1012
Bell & Brown Wealth Advisors
California
$3.01M +$2.88M +12,124 New
NHT
1013
New Hampshire Trust
New Hampshire
$3.01M -$230K -966 -7%
MWM
1014
Modera Wealth Management
New Jersey
$3.01M -$130K -549 -4%
CFG
1015
Citizens Financial Group
Rhode Island
$2.99M -$6.94M -29,198 -71%
FPAS
1016
Focus Partners Advisor Solutions
Missouri
$2.99M -$165K -694 -5%
CRC
1017
Curi RMB Capital
Illinois
$2.99M -$71.3K -300 -2%
LFA
1018
Legacy Financial Advisors
Kentucky
$2.98M +$121K +510 +4%
WJWM
1019
Williams Jones Wealth Management
New York
$2.98M -$560K -2,355 -16%
SWA
1020
SFMG Wealth Advisors
Texas
$2.98M -$8.56K -36 -0.3%
ATC
1021
Argent Trust Co
Tennessee
$2.97M +$34.5K +145 +1%
IIC
1022
Ironwood Investment Counsel
Arizona
$2.96M -$23.3K -98 -0.8%
SC
1023
Sapient Capital
Indiana
$2.96M +$2.83M +11,898 New
ST
1024
Sageworth Trust
Pennsylvania
$2.95M -$144K -607 -5%
FNBT
1025
FineMark National Bank & Trust
Florida
$2.93M -$989K -4,163 -26%

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.