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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
DBT
1476
Dubuque Bank & Trust
Iowa
$519K +$224K +894 +62%
WA
1477
WP Advisors
California
$518K -$18.8K -75 -3%
AL
1478
Aspiriant LLC
California
$517K -$64K -255 -10%
BMC
1479
Beaton Management Company
Massachusetts
$516K +$28.6K +114 +5%
JG
1480
Jefferies Group
New York
$515K -$9.02M -35,937 -94%
CC
1481
Cadinha & Co
Hawaii
$514K +$579K +2,307 New
LIM
1482
Leavell Investment Management
Alabama
$510K +$21.8K +87 +4%
PP
1483
Patron Partners
Texas
$508K +$171K +681 +43%
PCA
1484
Peddock Capital Advisors
Massachusetts
$508K +$245K +975 +75%
SWM
1485
Stockman Wealth Management
Montana
$505K +$57.2K +228 +11%
REMPR
1486
Roof Eidam Maycock Peralta (REMP)
California
$504K
UCMOK
1487
United Capital Management of KS
Kansas
$503K +$101K +402 +22%
TI
1488
Truepoint Inc
Ohio
$501K -$11.3K -45 -2%
Fayez Sarofim & Co
1489
Fayez Sarofim & Co
Texas
$501K
SPIO
1490
Seven Post Investment Office
California
$501K
MFG
1491
Menard Financial Group
Texas
$500K -$142K -567 -20%
Loomis, Sayles & Company
1492
Loomis, Sayles & Company
Massachusetts
$500K +$531K +2,115 +1,640%
OQS
1493
Occudo Quantitative Strategies
Florida
$500K +$563K +2,244 New
TF
1494
TimeScale Financial
Massachusetts
$499K
BPB
1495
Badgley, Phelps & Bell
Washington
$498K -$27.9K -111 -5%
SXL
1496
Summit X LLC
Missouri
$497K +$9.04K +36 +2%
LRPA
1497
L. Roy Papp & Associates
Arizona
$495K -$176K -702 -24%
OC
1498
Oakworth Capital
Alabama
$495K -$56.5K -225 -9%
CCM
1499
Chiron Capital Management
Florida
$495K +$60.3K +240 +12%
MCM
1500
Monument Capital Management
Virginia
$495K +$558K +2,223 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.