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Tesla
TSLA

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: 2,930 → 3,147 (+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: 313 → 290 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.52B
2
State Street
State Street
Massachusetts
+$953M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$919M
4
Jane Street
Jane Street
New York
+$788M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$639M

Top Sellers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$857M
2
Jennison Associates
Jennison Associates
New York
-$717M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$476M
4
Northern Trust
Northern Trust
Illinois
-$409M
5
JP Morgan Chase
JP Morgan Chase
New York
-$281M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
1051
Integrity Wealth Solutions
Colorado
$2.77M +$2.65M +11,154 New
BWP
1052
Baldwin Wealth Partners
Massachusetts
$2.77M -$16.6K -70 -0.6%
AWM
1053
Aviso Wealth Management
Washington
$2.76M +$2.64M +11,094 New
SL
1054
Stevard LLC
Illinois
$2.73M – – –
CIS
1055
Continental Investors Services
Washington
$2.73M +$11.9K +50 +0.5%
WA
1056
Wealth Architects
California
$2.73M -$984K -4,139 -27%
PWP
1057
Private Wealth Partners
California
$2.73M +$955K +4,017 +58%
MFIM
1058
Mesirow Financial Investment Management
Illinois
$2.72M +$2.6M +10,958 New
CGA
1059
Crescent Grove Advisors
Illinois
$2.72M +$145K +612 +6%
AMCA
1060
Arthur M. Cohen & Associates
Illinois
$2.7M -$171K -720 -6%
CWA
1061
Clarity Wealth Advisors
California
$2.7M +$26.1K +110 +1%
BIM
1062
Bridges Investment Management
Nebraska
$2.69M +$80.1K +337 +3%
NL
1063
NVWM LLC
Pennsylvania
$2.68M +$190K +798 +8%
APWM
1064
Argonautica Private Wealth Management
Massachusetts
$2.68M +$15K +63 +0.6%
AA
1065
Aire Advisors
California
$2.68M +$490K +2,062 +24%
MCM
1066
Moon Capital Management
New York
$2.68M +$2.56M +10,766 New
VA
1067
Valmark Advisers
Ohio
$2.65M +$32.1K +135 +1%
SWA
1068
Stratos Wealth Advisors
Ohio
$2.64M -$89.6K -377 -3%
RIM
1069
Redwood Investment Management
Arizona
$2.64M -$2.09M -8,785 -45%
TPWA
1070
Twin Peaks Wealth Advisors
California
$2.64M +$2.52M +10,606 New
MMG
1071
Monetary Management Group
Missouri
$2.63M -$53.5K -225 -2%
BFG
1072
Berger Financial Group
Minnesota
$2.63M +$14K +59 +0.6%
DWP
1073
Daymark Wealth Partners
Ohio
$2.62M +$10.7K +45 +0.4%
LCM
1074
Lazari Capital Management
California
$2.62M -$698K -2,939 -22%
AAM
1075
Advisors Asset Management
Colorado
$2.62M -$1.13M -4,771 -31%
41 42
43
44 45

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.