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2,150 hedge funds and large institutions have $270B invested in Tesla in 2021 Q1 according to their latest regulatory filings, with 226 funds opening new positions, 934 increasing their positions, 810 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 170

15% more repeat investments, than reductions

Existing positions increased: 934 | Existing positions reduced: 810

1% more funds holding

Funds holding: 2,1222,150 (+28)

1% less call options, than puts

Call options by funds: $94.8B | Put options by funds: $95.8B

11.02% less ownership

Funds ownership: 137.75%126.73% (-11%)

12% less funds holding in top 10

Funds holding in top 10: 236207 (-29)

12% less capital invested

Capital invested by funds: $308B → $270B (-$38.1B)

Holders
2,150
Holders Change
+28
Holders Change %
+1.32%
% of All Funds
37.75%
Holding in Top 10
207
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-12.29%
% of All Funds
3.63%
New
226
Increased
934
Reduced
810
Closed
170
Calls
$94.8B
Puts
$95.8B
Net Calls
-$976M
Net Calls Change
+$53.8B
Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
1201
Bryn Mawr Capital Management
Pennsylvania
$854K -$35.4K -141 -4%
VWA
1202
Visionary Wealth Advisors
Illinois
$852K -$8.29K -33 -0.9%
CCM
1203
Compton Capital Management
Rhode Island
$852K +$56.5K +225 +6%
MSAM
1204
Moloney Securities Asset Management
Missouri
$851K +$35.4K +141 +4%
PJSIMP
1205
P.J. Schmidt Investment Management (PJS)
Wisconsin
$846K +$81.3K +324 +9%
BCM
1206
Becker Capital Management
Oregon
$846K +$572K +2,280 +150%
OPW
1207
Oxler Private Wealth
New York
$844K
NFC
1208
Northeast Financial Consultants
Connecticut
$844K +$128K +510 +16%
MAG
1209
Mayfair Advisory Group
Alabama
$843K +$134K +534 +16%
BFPW
1210
BOK Financial Private Wealth
Colorado
$842K +$251K +999 +36%
CSIA
1211
Charles Schwab Investment Advisory
California
$840K -$67.8K -270 -7%
BWP
1212
BSW Wealth Partners
Colorado
$837K -$262K -1,044 -22%
PFA
1213
Plotkin Financial Advisors
Maryland
$835K +$452K +1,800 +92%
TPCW
1214
TD Private Client Wealth
New York
$834K -$914K -3,642 -49%
WWM
1215
Windsor Wealth Management
Indiana
$834K -$18.1K -72 -2%
GC
1216
GFG Capital
Florida
$834K +$36.9K +147 +4%
CAL
1217
Capital Analysts LLC
Pennsylvania
$833K +$691K +2,751 +278%
FMTC
1218
Farmers & Merchants Trust Company
California
$832K +$67.8K +270 +8%
CNC
1219
Canandaigua National Corp
New York
$824K +$538K +2,142 +137%
AIL
1220
AGF Investments LLC
Ontario, Canada
$823K -$371K -1,476 -29%
RWA
1221
Redhawk Wealth Advisors
Minnesota
$823K +$9.79K +39 +1%
BRG
1222
Bay Rivers Group
Virginia
$819K +$15.1K +60 +2%
CSIC
1223
Clifford Swan Investment Counsel
California
$817K +$38.4K +153 +4%
TIM
1224
Thompson Investment Management
Wisconsin
$816K +$12.8K +51 +1%
OWA
1225
Opal Wealth Advisors
New York
$816K +$18.8K +75 +2%

TSLA Hedge Fund Activity: Q1 2021 in Review

2,150 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q1 2021, worth a combined $270B — down 12% from $308B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new TSLA positions and 170 closed out — a net gain of 56 holders — while 934 added to existing stakes and 810 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $1.24B. The largest seller was Baillie Gifford & Co, cutting an estimated $8.35B.

  • 2,150 institutional investors held Tesla (TSLA) as of Q1 2021, up from 2,122 in Q4 2020.
  • Funds reported $270B of Tesla stock for Q1 2021, down 12% quarter-over-quarter.
  • 226 funds opened new Tesla positions in Q1 2021 and 170 closed out, a net change of +56 holders.
  • The largest Tesla buyer in Q1 2021 was ARK Investment Management, an estimated $1.24B added.
  • The largest Tesla seller in Q1 2021 was Baillie Gifford & Co, an estimated $8.35B sold.

Based on aggregated 13F filings for Q1 2021.