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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
BFA
1251
Brendel Financial Advisors
New Hampshire
$1.91M +$98.4K +414 +6%
GI
1252
GAMMA Investing
California
$1.9M +$2.41M +10,142 New
TW
1253
TritonPoint Wealth
Maryland
$1.9M +$1.81M +7,636 New
ESBC
1254
E.S. Barr & Co
Kentucky
$1.9M
AA
1255
Alta Advisers
United Kingdom
$1.89M
DOA
1256
D'Orazio & Associates
Virginia
$1.89M -$4.51K -19 -0.2%
SIAP
1257
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.88M +$96.3K +405 +6%
FWP
1258
Falcon Wealth Planning
California
$1.88M +$127K +534 +8%
MWA
1259
Martel Wealth Advisors
Washington
$1.87M
MAC
1260
Mason & Associates (California)
California
$1.87M +$70.3K +296 +4%
RPC
1261
Rossmore Private Capital
Connecticut
$1.87M +$39.7K +167 +2%
SOA
1262
Sea Otter Advisors
Florida
$1.86M +$23.8K +100 +1%
CIC
1263
Carnegie Investment Counsel
Ohio
$1.86M +$98.9K +416 +6%
QWP
1264
Quotient Wealth Partners
Texas
$1.86M +$1.78M +7,481 New
FP
1265
Financial Perspectives
Minnesota
$1.86M
KA
1266
Kercheville Advisors
Texas
$1.85M -$399K -1,678 -18%
CBFP
1267
Cedar Brook Financial Partners
Ohio
$1.85M -$8.79K -37 -0.5%
NG
1268
Norden Group
Utah
$1.85M +$99.8K +420 +6%
GM
1269
GeoWealth Management
Illinois
$1.84M +$1.7M +7,156 +2,774%
LMKC
1270
L.M. Kohn & Company
Ohio
$1.84M -$97.9K -412 -5%
MW
1271
Marcum Wealth
Ohio
$1.84M +$951 +4 +0.1%
SAF
1272
Smith Anglin Financial
Texas
$1.84M -$457K -1,922 -21%
MAM
1273
McCarthy Asset Management
California
$1.84M
WSTAM
1274
Wilbanks Smith & Thomas Asset Management
Virginia
$1.84M -$55.8K -235 -3%
FRA
1275
Frank Rimerman Advisors
California
$1.84M +$280K +1,179 +19%

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.