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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
LCC
1251
Lincoln Capital Corp
Rhode Island
$777K +$10.5K +42 +1%
SCG
1252
Sonata Capital Group
Washington
$769K -$38.4K -153 -4%
TWM
1253
Titus Wealth Management
California
$768K +$60.3K +240 +7%
M
1254
Mirova
France
$767K +$120K +477 +16%
ATC
1255
Adirondack Trust Company
New York
$763K +$136K +540 +19%
ICM
1256
IMS Capital Management
Oregon
$758K +$855K +3,405 New
SIG
1257
Sargent Investment Group
Maryland
$755K -$22.6K -90 -3%
TA
1258
TrueWealth Advisors
Alabama
$755K
SCA
1259
Stonebridge Capital Advisors
Minnesota
$755K +$8.29K +33 +1%
WG
1260
Watchman Group
Texas
$754K
CWM
1261
Chesapeake Wealth Management
Virginia
$751K -$162K -645 -16%
OGF
1262
Orin Green Financial
California
$751K -$75.3K -300 -8%
WW
1263
Waterfront Wealth
Kansas
$751K -$75.3K -300 -8%
EWA
1264
Encompass Wealth Advisors
Oregon
$751K +$81.3K +324 +11%
SGK
1265
Steigerwald Gordon & Koch
Virginia
$750K +$18.8K +75 +2%
HW
1266
Hamilton Wealth
California
$743K -$565K -2,250 -40%
FT
1267
Fiduciary Trust
Massachusetts
$740K -$173K -690 -17%
NAMP
1268
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$739K
MWM
1269
Modera Wealth Management
New Jersey
$739K +$1.51K +6 +0.2%
VCM
1270
Versant Capital Management
Arizona
$734K -$41.4K -165 -5%
BFA
1271
Beacon Financial Advisory
Ohio
$734K -$9.04K -36 -1%
SWMG
1272
Signature Wealth Management Group
Georgia
$733K +$15.1K +60 +2%
CIAS
1273
Capital Investment Advisory Services
North Carolina
$731K +$24.1K +96 +3%
RWI
1274
Red Wave Investments
Pennsylvania
$731K +$565K +2,250 +217%
XWM
1275
Xcel Wealth Management
Florida
$730K +$24.1K +96 +3%

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.