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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
MVA
1326
Mount Vernon Associates
Maryland
$1.72M +$83.2K +350 +5%
PWG
1327
Portside Wealth Group
Utah
$1.72M +$106K +444 +7%
CWP
1328
Concord Wealth Partners
Virginia
$1.72M -$22.1K -93 -1%
ARG
1329
Advisory Resource Group
Oklahoma
$1.72M +$85.1K +358 +5%
Kayne Anderson Rudnick Investment Management
1330
Kayne Anderson Rudnick Investment Management
California
$1.71M +$671K +2,822 +69%
KLI
1331
Kelman-Lazarov Inc
Tennessee
$1.71M +$10.5K +44 +0.6%
ECA
1332
Elevated Capital Advisors
Utah
$1.71M +$50.4K +212 +3%
CC
1333
Corton Capital
Ontario, Canada
$1.71M +$271K +1,140 +20%
CCM
1334
Colorado Capital Management
Colorado
$1.71M -$112K -472 -6%
LTI
1335
Laffer Tengler Investments
Tennessee
$1.71M +$106K +447 +7%
MTWM
1336
Masso Torrence Wealth Management
New Jersey
$1.7M +$149K +627 +10%
PSP
1337
Pacific Sage Partners
Washington
$1.7M +$11.4K +48 +0.7%
BA
1338
Birinyi Associates
Connecticut
$1.7M -$469K -1,975 -22%
WAG
1339
Winthrop Advisory Group
Massachusetts
$1.7M +$113K +474 +7%
SWM
1340
Segment Wealth Management
Texas
$1.7M +$323K +1,359 +25%
DBRC
1341
D.B. Root & Company
Pennsylvania
$1.69M -$5.7K -24 -0.4%
MFS
1342
Monetta Financial Services
Illinois
$1.69M -$238K -1,000 -13%
IIM
1343
Intact Investment Management
Quebec, Canada
$1.69M -$143K -600 -8%
ORAM
1344
One River Asset Management
Connecticut
$1.69M -$3.45M -14,505 -68%
OWMIAS
1345
One Wealth Management Investment & Advisory Services
Florida
$1.68M +$1.61M +6,778 New
JAG
1346
Journey Advisory Group
Kentucky
$1.68M -$51.1K -215 -3%
AF
1347
Affiance Financial
Minnesota
$1.68M +$10.7K +45 +0.7%
HI
1348
Handelsinvest Investeringsforvaltning
Denmark
$1.67M +$1.6M +6,724 New
HWP
1349
Highline Wealth Partners
California
$1.67M -$60.6K -255 -4%
ZF
1350
Zhang Financial
Michigan
$1.67M +$34.9K +147 +2%

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.