We are live on ! Find out more

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
UWS
1526
Unique Wealth Strategies
Illinois
$1.24M +$1.18M +4,980 New
WPWM
1527
Western Pacific Wealth Management
Illinois
$1.23M +$2.38K +10 +0.2%
NFA
1528
Northwest Financial Advisors
Virginia
$1.23M +$1.18M +4,962 New
AAP
1529
Arax Advisory Partners
Colorado
$1.23M -$428K -1,802 -27%
SIAG
1530
Safeguard Investment Advisory Group
California
$1.23M -$3.56K -15 -0.3%
WPC
1531
Waters Parkerson & Co
Louisiana
$1.23M -$11.9K -50 -1%
SAM
1532
Secure Asset Management
Michigan
$1.22M +$6.18K +26 +0.5%
NB
1533
NBT Bank
New York
$1.22M +$577K +2,426 +97%
DI
1534
Diligent Investors
California
$1.22M -$96K -404 -8%
WCM
1535
Weaver Capital Management
Georgia
$1.22M +$1.17M +4,913 New
HA
1536
Harfst & Associates
Wyoming
$1.22M +$23.8K +100 +2%
FNFDCM
1537
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.22M
MC
1538
Mirabaud & Cie
Switzerland
$1.21M +$1.16M +4,887 New
JJBC
1539
James J. Burns & Company
New York
$1.21M +$40.2K +169 +4%
OWA
1540
Octavia Wealth Advisors
Ohio
$1.21M +$72.2K +304 +7%
HP
1541
Hilltop Partners
Indiana
$1.21M +$212K +892 +23%
ANTB
1542
AMG National Trust Bank
Colorado
$1.2M +$54.7K +230 +5%
AIA
1543
AIMZ Investment Advisors
California
$1.2M
CD
1544
Chapin Davis
Maryland
$1.2M -$25K -105 -2%
ZIMP
1545
Zimmermann Investment Management & Planning
Pennsylvania
$1.2M +$1.19K +5 +0.1%
WB
1546
WesBanco Bank
West Virginia
$1.2M -$551K -2,317 -32%
SAMC
1547
Spectrum Asset Management (California)
California
$1.2M -$70.1K -295 -6%
NAMM
1548
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.2M -$73.9K -311 -6%
4WM
1549
4J Wealth Management
Virginia
$1.2M
EI
1550
Ellevest Inc
New York
$1.19M +$721K +3,034 +172%

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.