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1,361 hedge funds and large institutions have $98.7B invested in Tesla in 2020 Q2 according to their latest regulatory filings, with 370 funds opening new positions, 424 increasing their positions, 398 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 370 | Existing positions closed: 88

102% more capital invested

Capital invested by funds: $48.9B → $98.7B (+$49.8B)

25% more funds holding

Funds holding: 1,0861,361 (+275)

20% more funds holding in top 10

Funds holding in top 10: 5465 (+11)

12.96% more ownership

Funds ownership: 774.96%787.92% (+13%)

7% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 398

32% less call options, than puts

Call options by funds: $43.5B | Put options by funds: $63.6B

Holders
1,361
Holders Change
+275
Holders Change %
+25.32%
% of All Funds
27.9%
Holding in Top 10
65
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20.37%
% of All Funds
1.33%
New
370
Increased
424
Reduced
398
Closed
88
Calls
$43.5B
Puts
$63.6B
Net Calls
-$20.1B
Net Calls Change
-$6.2B
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1026
WMS Partners
Maryland
$266K +$200K +3,690 New
AWM
1027
Avior Wealth Management
Nebraska
$265K +$28.4K +525 +17%
NDSI
1028
Newman Dignan & Sheerar Inc
Rhode Island
$265K +$144K +2,670 New
RP
1029
Rice Partnership
Hawaii
$265K +$199K +3,675 New
RG
1030
Rikoon Group
New Mexico
$265K +$199K +3,675 New
VA
1031
Valmark Advisers
Ohio
$265K +$199K +3,675 New
AFA
1032
American Financial Advisors
Georgia
$264K +$152K +2,805 New
SCA
1033
Stonebridge Capital Advisors
Minnesota
$263K
MA
1034
MONECO Advisors
Connecticut
$263K +$198K +3,660 New
BL
1035
Balentine LLC
Georgia
$261K -$4.06K -75 -2%
BMCM
1036
Bryn Mawr Capital Management
Pennsylvania
$261K +$196K +3,630 New
PFGIA
1037
Patriot Financial Group Insurance Agency
Massachusetts
$260K +$8.12K +150 +4%
TIM
1038
Thompson Investment Management
Wisconsin
$260K +$196K +3,615 New
OCAM
1039
Onex Canada Asset Management
Ontario, Canada
$259K +$195K +3,600 New
KFA
1040
Kelleher Financial Advisors
New York
$258K +$194K +3,585 New
SFSIG
1041
San Francisco Sentry Investment Group
California
$257K +$23.5K +435 +14%
GAMC
1042
Garner Asset Management Corp
Texas
$257K +$193K +3,570 New
PMFA
1043
Plante Moran Financial Advisors
Michigan
$256K +$115K +2,130 +149%
AA
1044
Altman Advisors
Illinois
$255K +$192K +3,540 New
PWA
1045
Physician Wealth Advisors
Utah
$253K +$144K +2,670 New
BRG
1046
Bay Rivers Group
Virginia
$253K +$190K +3,510 New
FT
1047
Fiduciary Trust
Massachusetts
$253K +$190K +3,510 New
FHB
1048
First Hawaiian Bank
Hawaii
$253K +$190K +3,510 New
APW
1049
Aurora Private Wealth
New Jersey
$252K -$458K -8,475 -71%
AA
1050
Advisory Alpha
Michigan
$252K +$34.1K +630 +35%

TSLA Hedge Fund Activity: Q2 2020 in Review

1,361 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q2 2020, worth a combined $98.7B — up 102% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 370 funds opened new TSLA positions and 88 closed out — a net gain of 282 holders — while 424 added to existing stakes and 398 trimmed.

The largest buyer was Boothbay Fund Management, opening a new position worth an estimated $4.9B. The largest seller was J. Safra Asset Management, cutting an estimated $1.06B.

  • 1,361 institutional investors held Tesla (TSLA) as of Q2 2020, up from 1,086 in Q1 2020.
  • Funds reported $98.7B of Tesla stock for Q2 2020, up 102% quarter-over-quarter.
  • 370 funds opened new Tesla positions in Q2 2020 and 88 closed out, a net change of +282 holders.
  • The largest Tesla buyer in Q2 2020 was Boothbay Fund Management, an estimated $4.9B added.
  • The largest Tesla seller in Q2 2020 was J. Safra Asset Management, an estimated $1.06B sold.

Based on aggregated 13F filings for Q2 2020.