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1,682 hedge funds and large institutions have $172B invested in Tesla in 2020 Q3 according to their latest regulatory filings, with 433 funds opening new positions, 573 increasing their positions, 584 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more first-time investments, than exits

New positions opened: 433 | Existing positions closed: 99

74% more capital invested

Capital invested by funds: $98.7B → $172B (+$73.1B)

57% more funds holding in top 10

Funds holding in top 10: 65102 (+37)

24% more funds holding

Funds holding: 1,3611,682 (+321)

2% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 584

27% less call options, than puts

Call options by funds: $82B | Put options by funds: $112B

658.61% less ownership

Funds ownership: 787.92%129.32% (-659%)

Holders
1,682
Holders Change
+321
Holders Change %
+23.59%
% of All Funds
33.93%
Holding in Top 10
102
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+56.92%
% of All Funds
2.06%
New
433
Increased
573
Reduced
584
Closed
99
Calls
$82B
Puts
$112B
Net Calls
-$30.1B
Net Calls Change
-$10B
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1126
Plante Moran Financial Advisors
Michigan
$456K -$43.6K -369 -10%
AF
1127
Aldebaran Financial
$456K -$36.5K -309 -9%
QCMC
1128
Quantum Capital Management (California)
California
$456K
PPSG
1129
Princeton Portfolio Strategies Group
New Jersey
$455K -$67.3K -570 -15%
GEA
1130
Glen Eagle Advisors
New Jersey
$453K +$16.6K +141 +5%
FWM
1131
Foresight Wealth Management
Utah
$452K +$373K +3,159 New
ERIM
1132
Eagle Ridge Investment Management
Connecticut
$450K +$17.7K +150 +5%
MVA
1133
Mount Vernon Associates
Maryland
$450K +$17.7K +150 +5%
SWK
1134
Stephen W. Kidder
$450K +$372K +3,150 New
RWA
1135
Redhawk Wealth Advisors
Minnesota
$449K +$371K +3,138 New
RIM
1136
Rockbridge Investment Management
New York
$447K -$6.73K -57 -2%
VCM
1137
Versant Capital Management
Arizona
$445K -$23.4K -198 -6%
SCM
1138
Sitrin Capital Management
California
$444K
TCOT
1139
Trust Company of Toledo
Ohio
$442K -$514K -4,350 -58%
BC
1140
Brio Consultants
California
$442K -$23K -195 -6%
NAMP
1141
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$440K +$363K +3,075 New
JWM
1142
Jeppson Wealth Management
California
$439K +$363K +3,072 New
KFP
1143
KMG Fiduciary Partners
Ohio
$438K -$338K -2,862 -48%
BWA
1144
BDO Wealth Advisors
Florida
$438K -$30.1K -255 -8%
XWM
1145
Xcel Wealth Management
Florida
$437K +$361K +3,060 New
BUB
1146
BBVA USA Bancshares
Texas
$436K -$269K -2,277 -43%
HFS
1147
Howard Financial Services
Texas
$435K +$360K +3,045 New
ACM
1148
Allred Capital Management
Texas
$431K -$508K -4,305 -59%
MA
1149
Montag & Associates
Georgia
$430K -$18.8K -159 -5%
FMB
1150
Field & Main Bank
Kentucky
$430K +$321K +2,721 +955%

TSLA Hedge Fund Activity: Q3 2020 in Review

1,682 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q3 2020, worth a combined $172B — up 74% from $98.7B a quarter earlier.

Buyers outnumbered sellers: 433 funds opened new TSLA positions and 99 closed out — a net gain of 334 holders — while 573 added to existing stakes and 584 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $653M. The largest seller was Boothbay Fund Management, exiting entirely with an estimated $10.7B sold.

  • 1,682 institutional investors held Tesla (TSLA) as of Q3 2020, up from 1,361 in Q2 2020.
  • Funds reported $172B of Tesla stock for Q3 2020, up 74% quarter-over-quarter.
  • 433 funds opened new Tesla positions in Q3 2020 and 99 closed out, a net change of +334 holders.
  • The largest Tesla buyer in Q3 2020 was Goldman Sachs, an estimated $653M added.
  • The largest Tesla seller in Q3 2020 was Boothbay Fund Management, an estimated $10.7B sold.

Based on aggregated 13F filings for Q3 2020.