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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
WQ
1576
Wealth Quarterback
New Jersey
$1.15M -$46.8K -197 -4%
IFPL
1577
Investments & Financial Planning LLC
Kentucky
$1.14M
PP
1578
Patten & Patten
Tennessee
$1.14M +$11.4K +48 +1%
OHWP
1579
Oak Harbor Wealth Partners
North Carolina
$1.14M -$11.9K -50 -1%
WSWA
1580
Warren Street Wealth Advisors
California
$1.14M +$32.6K +137 +3%
SMWM
1581
Silvia McColl Wealth Management
California
$1.14M +$48.7K +205 +5%
RIM
1582
Rockbridge Investment Management
New York
$1.14M +$71.8K +302 +7%
PMG
1583
ProVise Management Group
Florida
$1.14M -$951 -4 -0.1%
GWMIA
1584
Global Wealth Management Investment Advisory
Florida
$1.14M -$85.8K -361 -7%
SN
1585
Sittner & Nelson
Oregon
$1.13M -$39.7K -167 -4%
BCM
1586
BluePointe Capital Management
California
$1.13M +$1.08M +4,553 New
MF
1587
Manchester Financial
California
$1.13M +$22.6K +95 +2%
PCA
1588
Prosperity Capital Advisors
Ohio
$1.13M +$29.5K +124 +3%
BA
1589
Ballast Advisors
Minnesota
$1.13M +$254K +1,067 +31%
EWM
1590
Executive Wealth Management
Michigan
$1.13M +$55.1K +232 +5%
GC
1591
GFG Capital
Florida
$1.13M -$39.9K -168 -4%
SC
1592
Shearwater Capital
Colorado
$1.12M
FPGK
1593
Financial Partners Group (Kansas)
Kansas
$1.12M +$55.1K +232 +5%
NCM
1594
Northwest Capital Management
Oregon
$1.12M
AC
1595
AXQ Capital
New Jersey
$1.12M +$143K +600 +15%
MFWP
1596
Mosaic Family Wealth Partners
Missouri
$1.12M -$23.8K -100 -2%
LWM
1597
Lakeridge Wealth Management
Ohio
$1.12M +$1.07M +4,494 New
AWM
1598
Avaii Wealth Management
Wisconsin
$1.12M -$346K -1,455 -24%
HWM
1599
Howard Wealth Management
Connecticut
$1.12M
PWA
1600
Physician Wealth Advisors
Utah
$1.12M +$41.4K +174 +3%

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.