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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
HI
1376
Hoey Investments
Pennsylvania
$1.58M -$282K -1,188 -16%
LA
1377
Lifeworks Advisors
Michigan
$1.58M +$283K +1,190 +23%
SCM
1378
Saxony Capital Management
Missouri
$1.58M +$1.51M +6,351 New
MS
1379
Mizuho Securities
Japan
$1.57M +$673K +2,830 +81%
Jones Financial Companies
1380
Jones Financial Companies
Missouri
$1.56M +$474K +1,993 +46%
SP
1381
Stablepoint Partners
Massachusetts
$1.56M +$1.5M +6,295 New
AA
1382
Ancora Advisors
Ohio
$1.56M +$286K +1,205 +24%
AF
1383
Arrow Financial
New York
$1.56M +$1.3M +5,486 +707%
VP
1384
Verum Partners
North Carolina
$1.55M -$33K -139 -2%
SIC
1385
Sigma Investment Counselors
Michigan
$1.55M -$139K -586 -9%
PW
1386
Peninsula Wealth
California
$1.55M +$137K +576 +10%
ALAM
1387
Asahi Life Asset Management
Japan
$1.55M +$259K +1,090 +21%
SFG
1388
Synergy Financial Group
California
$1.55M -$43K -181 -3%
CWM
1389
Concentric Wealth Management
California
$1.55M -$55.8K -235 -4%
Luther King Capital Management (LKCM)
1390
Luther King Capital Management (LKCM)
Texas
$1.55M -$35.6K -150 -2%
GIM
1391
Gold Investment Management
Alberta, Canada
$1.54M +$1.48M +6,213 New
HIA
1392
Harbor Investment Advisory
Maryland
$1.54M -$298K -1,253 -17%
EWM
1393
Elite Wealth Management
Washington
$1.54M +$37.8K +159 +3%
WEG
1394
World Equity Group
Illinois
$1.54M +$280K +1,177 +23%
RAM
1395
Redmond Asset Management
Virginia
$1.53M +$107K +450 +8%
9WM
1396
9258 Wealth Management
Ohio
$1.53M +$16.4K +69 +1%
3IP
1397
3Chopt Investment Partners
Virginia
$1.52M +$1.46M +6,134 New
Fayez Sarofim & Co
1398
Fayez Sarofim & Co
Texas
$1.52M +$121K +511 +7%
BFM
1399
Boothbay Fund Management
New York
$1.52M -$3.73M -15,678 -72%
GC
1400
Grimes & Company
Massachusetts
$1.52M -$261K -1,097 -15%

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.