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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
SOW
1301
State of Wyoming
Wyoming
$694K +$783K +3,117 New
CL
1302
CIM LLC
New York
$693K +$829K +3,303 New
WA
1303
Wealth Alliance
New York
$691K -$133K -528 -15%
ATIA
1304
American Trust Investment Advisors
New Hampshire
$691K
NL
1305
Navalign LLC
California
$691K +$780K +3,105 New
AA
1306
Ancora Advisors
Ohio
$689K +$19.6K +78 +3%
PFS
1307
Physicians Financial Services
North Carolina
$688K -$188K -750 -20%
TIM
1308
Tortoise Investment Management
New York
$688K -$52.7K -210 -6%
CFMC
1309
Curbstone Financial Management Corp
New Hampshire
$688K -$30.1K -120 -4%
LA
1310
Lynch & Associates
Indiana
$688K +$94.9K +378 +14%
KFP
1311
KMG Fiduciary Partners
Ohio
$687K -$67K -267 -8%
LGA
1312
Lebenthal Global Advisors
New York
$684K +$126K +501 +19%
SIC
1313
Samalin Investment Counsel
New York
$682K -$148K -588 -16%
DWM
1314
Doyle Wealth Management
Florida
$682K +$30.1K +120 +4%
PPP
1315
Private Portfolio Partners
New Jersey
$682K +$51.2K +204 +7%
BCP
1316
Blackhawk Capital Partners
Wisconsin
$681K +$39.2K +156 +6%
ATC
1317
Argent Trust Co
Tennessee
$681K +$188K +750 +32%
WIA
1318
World Investment Advisors
California
$681K +$278K +1,107 +45%
FWM
1319
Foresight Wealth Management
Utah
$679K -$44.4K -177 -5%
SMA
1320
Sage Mountain Advisors
Georgia
$679K +$423K +1,683 +123%
CPC
1321
Consolidated Planning Corp
Georgia
$678K -$222K -885 -23%
DA
1322
DSC Advisors
Illinois
$678K +$764K +3,045 New
BWM
1323
Buckley Wealth Management
Nevada
$677K +$39.9K +159 +6%
SPAS
1324
Spectrum Planning & Advisory Services
California
$675K -$113K -450 -13%
BDWCC
1325
B&D White Capital Company
Texas
$675K

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.