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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
BC
1326
Brio Consultants
California
$675K
PIM
1327
Profit Investment Management
Maryland
$674K -$716K -2,850 -49%
TWM
1328
Tradition Wealth Management
Minnesota
$673K +$21.1K +84 +3%
HCM
1329
Howard Capital Management
Georgia
$672K -$862K -3,432 -56%
SWRP
1330
Summit Wealth & Retirement Planning
California
$672K +$49K +195 +7%
CAC
1331
Certified Advisory Corp
Florida
$669K +$754K +3,003 New
WWP
1332
Waypoint Wealth Partners
California
$668K -$753K -3,000 -50%
CCP
1333
Clarkston Capital Partners
Michigan
$668K
DLG
1334
Daniel L. Goodwin
$668K
ERIM
1335
Eagle Ridge Investment Management
Connecticut
$668K
EIA
1336
Eldridge Investment Advisors
New Hampshire
$668K
MCM
1337
Mainstay Capital Management
Michigan
$668K
WMC
1338
Westwood Management Corporation
Illinois
$668K
IFAM
1339
Institutional & Family Asset Management
Colorado
$668K +$33.1K +132 +5%
WJA
1340
Willis Johnson & Associates
Texas
$663K -$189K -753 -20%
LWP
1341
Lumature Wealth Partners
Georgia
$663K -$88.9K -354 -11%
KWP
1342
Keystone Wealth Partners
Arizona
$661K +$753 +3 +0.1%
GWAG
1343
Garrett Wealth Advisory Group
Texas
$661K +$7.53K +30 +1%
SB
1344
Sunflower Bank
Texas
$661K +$45.9K +183 +7%
HFS
1345
Howard Financial Services
Texas
$661K +$49K +195 +7%
JIC
1346
Joel Isaacson & Co
New York
$661K +$214K +852 +40%
DCM
1347
Dimension Capital Management
Florida
$660K -$1.18M -4,689 -61%
Kayne Anderson Rudnick Investment Management
1348
Kayne Anderson Rudnick Investment Management
California
$659K +$569K +2,265 +325%
Kovitz Investment Group Partners
1349
Kovitz Investment Group Partners
Illinois
$658K -$407K -1,620 -35%
PRA
1350
Pine Ridge Advisers
New York
$657K +$742K +2,955 New

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.