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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
LWM
1276
Lyell Wealth Management
California
$1.84M -$30.7K -129 -2%
A
1277
AustralianSuper
Australia
$1.83M -$538K -2,263 -23%
PL
1278
Perpetual Ltd
Australia
$1.83M +$366K +1,540 +27%
CC
1279
Callan Capital
California
$1.82M +$14.7K +62 +0.9%
OL
1280
OneFund LLC
Florida
$1.82M +$1.74M +7,313 New
VNA
1281
Valley National Advisers
Pennsylvania
$1.81M +$202K +848 +13%
FAM
1282
Formidable Asset Management
Ohio
$1.81M -$156K -658 -8%
CCB
1283
Country Club Bank
Missouri
$1.81M -$9.51K -40 -0.6%
GFA
1284
Gallagher Fiduciary Advisors
Illinois
$1.8M +$486K +2,045 +39%
MIH
1285
Meitav Investment House
Israel
$1.8M -$397K -1,671 -19%
BFS
1286
Bard Financial Services
Connecticut
$1.8M +$32.1K +135 +2%
CRI
1287
Colonial River Investments
Virginia
$1.8M +$817K +3,439 +91%
AL
1288
Aspiriant LLC
California
$1.8M -$282K -1,187 -14%
FIC
1289
FCG Investment Company
Tennessee
$1.79M +$1.71M +7,208 New
DCM
1290
Dudley Capital Management
Virginia
$1.79M +$29K +122 +2%
MWM
1291
Modern Wealth Management
Kansas
$1.79M +$1.71M +7,199 New
PWMG
1292
Prestige Wealth Management Group
New Jersey
$1.79M +$186K +784 +12%
XT
1293
XTX Topco
Cayman Islands
$1.79M +$1.71M +7,187 New
LA
1294
LexAurum Advisors
Kansas
$1.78M -$152K -641 -8%
SAM
1295
SignalPoint Asset Management
Missouri
$1.78M -$48.7K -205 -3%
DWM
1296
Drive Wealth Management
Utah
$1.77M +$72.7K +306 +4%
ACM
1297
Avalon Capital Management
California
$1.77M -$71.3K -300 -4%
DWG
1298
Darden Wealth Group
Michigan
$1.77M +$1.69M +7,120 New
SIC
1299
Samalin Investment Counsel
New York
$1.77M +$62.3K +262 +4%
PAA
1300
Peregrine Asset Advisers
Oregon
$1.77M -$4.13M -17,392 -71%

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.