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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
WE
1351
Wealth Effects
Massachusetts
$1.66M +$12.1K +51 +0.8%
AG
1352
Ascent Group
Virginia
$1.66M -$3.32M -13,986 -61%
FWP
1353
FAS Wealth Partners
Kansas
$1.66M -$11.6K -49 -0.7%
SAM
1354
Smartleaf Asset Management
Massachusetts
$1.66M +$1.59M +6,670 New
GIA
1355
Guyasuta Investment Advisors
Pennsylvania
$1.66M +$1.19K +5 +0.1%
FIM
1356
Fernwood Investment Management
Massachusetts
$1.66M +$3.56K +15 +0.2%
PA
1357
PSI Advisors
Florida
$1.66M +$152K +639 +11%
GAM
1358
Grandview Asset Management
Pennsylvania
$1.65M -$19.5K -82 -1%
WFI
1359
West Family Investments
California
$1.65M +$12.4K +52 +0.8%
WC
1360
Waterloo Capital
Texas
$1.65M +$389K +1,636 +33%
CHAM
1361
Clear Harbor Asset Management
Connecticut
$1.65M -$15.4K -65 -1%
TWA
1362
TCI Wealth Advisors
Arizona
$1.64M +$146K +616 +10%
NSAM
1363
North Star Asset Management
Wisconsin
$1.64M -$1.33M -5,608 -46%
ML
1364
McAdam LLC
Pennsylvania
$1.63M -$951 -4 -0.1%
EWM
1365
Echo Wealth Management
Minnesota
$1.63M -$62.7K -264 -4%
RP
1366
Riverbridge Partners
Minnesota
$1.63M -$9.27K -39 -0.6%
FTWA
1367
Fifth Third Wealth Advisors
Ohio
$1.62M +$507K +2,135 +49%
OC
1368
Oarsman Capital
Wisconsin
$1.62M -$10.9K -46 -0.7%
CWM
1369
Cordatus Wealth Management
Pennsylvania
$1.62M -$9.51K -40 -0.6%
SFS
1370
Stiles Financial Services
Minnesota
$1.61M +$124K +521 +9%
CW
1371
Channel Wealth
California
$1.61M +$197K +830 +15%
PCMC
1372
Private Capital Management (Colorado)
Colorado
$1.6M +$64.6K +272 +4%
P
1373
&Partners
Tennessee
$1.59M +$1.59M +6,672 New
GSWM
1374
Greenup Street Wealth Management
Michigan
$1.59M +$1.18M +4,951 +338%
CIAS
1375
Capital Investment Advisory Services
North Carolina
$1.59M +$25K +105 +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.