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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
KCPG
1551
Kavar Capital Partners Group
Kansas
$1.19M +$555K +2,335 +95%
TIM
1552
Tortoise Investment Management
New York
$1.19M -$71.3K -300 -6%
TSWM
1553
Tyler-Stone Wealth Management
Ohio
$1.18M -$108K -455 -9%
GAA
1554
Green Alpha Advisors
Colorado
$1.18M -$138K -581 -11%
AWA
1555
Aletheian Wealth Advisors
Washington
$1.18M -$39K -164 -3%
CWA
1556
Cornerstone Wealth Advisors
Minnesota
$1.18M
MHC
1557
Meyer Handelman Company
New York
$1.18M
AFG
1558
Allegheny Financial Group
Pennsylvania
$1.18M -$1.19K -5 -0.1%
AWA
1559
Aaron Wealth Advisors
Illinois
$1.17M -$67.5K -284 -6%
CFO
1560
CVA Family Office
Colorado
$1.17M -$85.3K -359 -7%
TW
1561
Transform Wealth
Colorado
$1.16M +$156K +657 +16%
JCFM
1562
JBR Co Financial Management
Oklahoma
$1.16M +$1.11M +4,675 New
PCM
1563
Presidio Capital Management
California
$1.16M -$6.42K -27 -0.6%
HHGA
1564
Halbert Hargrove Global Advisors
California
$1.16M +$1.11M +4,667 New
IF
1565
Intrua Financial
Texas
$1.16M +$74.9K +315 +7%
WPW
1566
Watershed Private Wealth
Illinois
$1.16M -$578K -2,433 -34%
SWP
1567
Strategic Wealth Partners
Ohio
$1.16M -$118K -497 -10%
BC
1568
Belmont Capital
California
$1.15M
PPG
1569
Peak Planning Group
Colorado
$1.15M -$51.1K -215 -4%
CA
1570
Calton & Associates
Florida
$1.15M +$628K +2,643 +133%
WMA
1571
West Michigan Advisors
Michigan
$1.15M +$36.8K +155 +3%
AO
1572
Advisor OS
Illinois
$1.15M +$135K +566 +14%
PIM
1573
Parker Investment Management
California
$1.15M +$5.7K +24 +0.5%
CCG
1574
Coastwise Capital Group
California
$1.15M +$630K +2,652 +135%
NIP
1575
Nicholas Investment Partners
California
$1.15M

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.