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1,682 hedge funds and large institutions have $172B invested in Tesla in 2020 Q3 according to their latest regulatory filings, with 433 funds opening new positions, 573 increasing their positions, 584 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more first-time investments, than exits

New positions opened: 433 | Existing positions closed: 99

74% more capital invested

Capital invested by funds: $98.7B → $172B (+$73.1B)

57% more funds holding in top 10

Funds holding in top 10: 65102 (+37)

24% more funds holding

Funds holding: 1,3611,682 (+321)

2% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 584

27% less call options, than puts

Call options by funds: $82B | Put options by funds: $112B

658.61% less ownership

Funds ownership: 787.92%129.32% (-659%)

Holders
1,682
Holders Change
+321
Holders Change %
+23.59%
% of All Funds
33.93%
Holding in Top 10
102
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+56.92%
% of All Funds
2.06%
New
433
Increased
573
Reduced
584
Closed
99
Calls
$82B
Puts
$112B
Net Calls
-$30.1B
Net Calls Change
-$10B
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
1576
West Paces Advisors
Georgia
$98.7K -$30.1K -255 -27%
CP
1577
Corbenic Partners
Pennsylvania
$97K -$184K -1,560 -70%
TVWM
1578
Tower View Wealth Management
Wisconsin
$97K -$42.5K -360 -35%
RMC
1579
Resources Management Corp
Connecticut
$97K -$39K -330 -33%
Kayne Anderson Rudnick Investment Management
1580
Kayne Anderson Rudnick Investment Management
California
$94K +$77.9K +660 New
SL
1581
Savior LLC
Massachusetts
$92K +$35.4K +300 +87%
HGWM
1582
Harvest Group Wealth Management
Massachusetts
$90K +$8.86K +75 +14%
BHWM
1583
Bay Harbor Wealth Management
Maryland
$88K +$1.77K +15 +3%
Loomis, Sayles & Company
1584
Loomis, Sayles & Company
Massachusetts
$83K +$68.4K +579 New
LS
1585
Leelyn Smith
Illinois
$82K -$24.1K -204 -26%
FEG
1586
Financial Enhancement Group
Indiana
$78K +$18.4K +156 +40%
SMG
1587
Spectrum Management Group
Indiana
$77K -$136K -1,155 -68%
MPWT
1588
MassMutual Private Wealth & Trust
Connecticut
$75K -$5.31K -45 -8%
CFG
1589
CKW Financial Group
Hawaii
$74K
LWS
1590
Lucia Wealth Services
California
$73K +$60.2K +510 New
PFSC
1591
Peoples Financial Services Corp
Pennsylvania
$72K +$11.7K +99 +24%
CWA
1592
Carolina Wealth Advisors
South Carolina
$69K -$7.08K -60 -11%
EWM
1593
Elmwood Wealth Management
California
$68K -$89.3K -756 -80%
BCM
1594
Blume Capital Management
California
$66K
SFPG
1595
Stonebridge Financial Planning Group
Florida
$66K +$17.7K +150 +50%
CFO
1596
CVA Family Office
Colorado
$65K +$53.8K +456 New
TH
1597
TCTC Holdings
Texas
$64K +$53.1K +450 New
PCWA
1598
Pacific Capital Wealth Advisors
California
$63K +$51.7K +438 New
HFM
1599
Hartford Financial Management
Connecticut
$62K -$17.7K -150 -26%
CFG
1600
Capstone Financial Group
Oklahoma
$62K +$21.3K +180 +67%

TSLA Hedge Fund Activity: Q3 2020 in Review

1,682 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q3 2020, worth a combined $172B — up 74% from $98.7B a quarter earlier.

Buyers outnumbered sellers: 433 funds opened new TSLA positions and 99 closed out — a net gain of 334 holders — while 573 added to existing stakes and 584 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $653M. The largest seller was Boothbay Fund Management, exiting entirely with an estimated $10.7B sold.

  • 1,682 institutional investors held Tesla (TSLA) as of Q3 2020, up from 1,361 in Q2 2020.
  • Funds reported $172B of Tesla stock for Q3 2020, up 74% quarter-over-quarter.
  • 433 funds opened new Tesla positions in Q3 2020 and 99 closed out, a net change of +334 holders.
  • The largest Tesla buyer in Q3 2020 was Goldman Sachs, an estimated $653M added.
  • The largest Tesla seller in Q3 2020 was Boothbay Fund Management, an estimated $10.7B sold.

Based on aggregated 13F filings for Q3 2020.