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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
IWS
1401
Insight Wealth Strategies
California
$582K +$753 +3 +0.1%
CHA
1402
Cooper/Haims Advisors
New York
$582K +$57.2K +228 +10%
AIP
1403
Almanack Investment Partners
Pennsylvania
$582K +$230K +918 +54%
WA
1404
WealthTrust Axiom
Pennsylvania
$582K +$279K +1,110 +74%
GA
1405
Geller Advisors
New York
$580K +$523K +2,082 +397%
SIA
1406
Strategic Investment Advisors
Michigan
$580K +$655K +2,607 New
KWMG
1407
King Wealth Management Group
Florida
$579K +$15.1K +60 +2%
BIC
1408
Beach Investment Counsel
Pennsylvania
$578K
MWM
1409
MinichMacGregor Wealth Management
New York
$578K +$136K +540 +26%
OWA
1410
Octavia Wealth Advisors
Ohio
$574K +$13.6K +54 +2%
PP
1411
PDS Planning
Ohio
$574K +$52K +207 +9%
LFA
1412
Legacy Financial Advisors
Kentucky
$574K +$82.9K +330 +15%
BDWM
1413
Brewin Dolphin Wealth Management
Ireland
$574K -$112K -447 -15%
NG
1414
Northstar Group
New York
$572K -$676K -2,694 -51%
WI
1415
WrapManager Inc
California
$571K +$644K +2,565 New
HGWM
1416
Horst & Graben Wealth Management
Oregon
$570K +$34.6K +138 +6%
CG
1417
Clarus Group
Texas
$568K +$37.7K +150 +6%
EWA
1418
Evolution Wealth Advisors
Florida
$567K -$116K -462 -15%
ACP
1419
Aveo Capital Partners
Colorado
$567K +$639K +2,547 New
FSA
1420
Fort Sheridan Advisors
Illinois
$566K -$411K -1,638 -39%
OIA
1421
Optimum Investment Advisors
Illinois
$566K +$217K +864 +51%
EE
1422
EWG Elevate
California
$566K +$365K +1,455 +134%
KM
1423
Kalos Management
Georgia
$566K +$388K +1,545 +128%
LA
1424
LVW Advisors
New York
$565K +$286K +1,140 +82%
OC
1425
Oarsman Capital
Wisconsin
$564K -$271K -1,080 -30%

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.