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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
OBWG
1301
Onyx Bridge Wealth Group
New York
$1.76M -$79.4K -334 -4%
GITFIT
1302
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.76M
FCA
1303
FinTrust Capital Advisors
South Carolina
$1.76M +$422K +1,776 +33%
CPA
1304
Capital Planning Advisors
California
$1.76M +$27.6K +116 +2%
SFS
1305
Strategic Financial Services
New York
$1.76M
1832 Asset Management
1306
1832 Asset Management
Ontario, Canada
$1.76M -$64.9M -273,255 -97%
BZWA
1307
Blue Zone Wealth Advisors
California
$1.76M +$55.8K +235 +3%
SCTC
1308
Sanibel Captiva Trust Company
Florida
$1.76M +$1.68M +7,073 New
FHC
1309
First Heartland Consultants
Missouri
$1.76M -$60.8K -256 -3%
PSF
1310
Pacific Sun Financial
California
$1.75M +$30.4K +128 +2%
CFD
1311
Creative Financial Designs
Indiana
$1.75M -$11.9K -50 -0.7%
RIM
1312
Rakuten Investment Management
Japan
$1.75M +$1.64M +6,905 New
UAML
1313
US Asset Management LLC
Pennsylvania
$1.75M +$1.67M +7,027 New
FIM
1314
Freedom Investment Management
Connecticut
$1.74M -$220K -924 -12%
KFP
1315
KMG Fiduciary Partners
Ohio
$1.74M +$71.3K +300 +4%
RWM
1316
RKL Wealth Management
Pennsylvania
$1.74M +$1.38M +5,820 +496%
GSIAS
1317
Garden State Investment Advisory Services
New Jersey
$1.74M +$22.3K +94 +1%
SEP
1318
Southland Equity Partners
Missouri
$1.74M -$48.2K -203 -3%
RMDI
1319
R.M. Davis Inc
Maine
$1.74M +$12.4K +52 +0.7%
ARC
1320
Advisor Resource Council
Texas
$1.74M +$590K +2,483 +55%
PCIG
1321
Partners Capital Investment Group
Massachusetts
$1.74M +$459K +1,932 +38%
WWG
1322
West Wealth Group
California
$1.74M -$49.7K -209 -3%
CFP
1323
Catalyst Financial Partners
Massachusetts
$1.73M +$142K +598 +9%
SWMG
1324
Signature Wealth Management Group
Georgia
$1.73M +$1.65M +6,948 New
CB
1325
CNB Bank
Pennsylvania
$1.72M +$168K +708 +11%

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.