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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
EBWM
1201
Eagle Bluffs Wealth Management
Missouri
$2.1M -$5.47K -23 -0.3%
IHL
1202
Investment House LLC
California
$2.09M +$582K +2,451 +41%
DP
1203
DDD Partners
Washington
$2.09M -$13.8K -58 -0.7%
PTP
1204
Platform Technology Partners
New York
$2.09M +$172K +725 +7%
LSPW
1205
Lake Street Private Wealth
Illinois
$2.08M +$421K +1,773 +27%
NAM
1206
NorthCrest Asset Manangement
Minnesota
$2.07M -$3.37M -14,181 -63%
FW
1207
FirstPurpose Wealth
Utah
$2.07M -$51.6K -217 -3%
SIA
1208
Schechter Investment Advisors
Michigan
$2.07M -$106K -445 -5%
BBHC
1209
Brown Brothers Harriman & Co
New York
$2.07M -$317K -1,334 -14%
IPWA
1210
International Private Wealth Advisors
California
$2.05M +$1.96M +8,248 New
SCM
1211
SOL Capital Management
Maryland
$2.05M +$8.56K +36 +0.4%
PIMG
1212
Patriot Investment Management Group
Tennessee
$2.05M -$2.38K -10 -0.1%
DIM
1213
Delta Investment Management
California
$2.03M +$264K +1,111 +16%
CA
1214
Continuum Advisory
Idaho
$2.03M -$5.51M -23,181 -74%
AFAS
1215
Acorn Financial Advisory Services
Virginia
$2.03M -$116K -488 -6%
HWM
1216
Horizon Wealth Management
Illinois
$2.03M +$536K +2,256 +38%
NCGI
1217
Next Century Growth Investors
Minnesota
$2.03M +$161K +678 +9%
JCM
1218
Jacobi Capital Management
Pennsylvania
$2.02M -$533K -2,242 -22%
OWA
1219
One Wealth Advisors
California
$2.02M -$2.38K -10 -0.1%
BHCM
1220
Brevan Howard Capital Management
Jersey
$2.02M +$102K +431 +6%
BOH
1221
Bank of Hawaii
Hawaii
$2.01M -$5.94K -25 -0.3%
HA
1222
Herold Advisors
New York
$2M -$951 -4 -0%
MW
1223
MBL Wealth
North Carolina
$2M -$63K -265 -3%
MGWM
1224
Marks Group Wealth Management
Minnesota
$1.99M -$74.9K -315 -4%
ZIC
1225
ZWJ Investment Counsel
Georgia
$1.99M +$609K +2,564 +47%

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.