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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
JCM
1601
JS Capital Management
New York
$401K +$452K +1,800 New
SI
1602
Scharf Investments
California
$401K +$452K +1,800 New
SSWM
1603
Sheets Smith Wealth Management
North Carolina
$400K -$9.04K -36 -2%
NWS
1604
Newport Wealth Strategies
California
$400K +$21.8K +87 +5%
IWA
1605
Inspirion Wealth Advisors
Illinois
$399K
FWM
1606
Fairhaven Wealth Management
Illinois
$399K +$49K +195 +12%
ACM
1607
AlphaStar Capital Management
North Carolina
$397K -$10.5K -42 -2%
EWM
1608
EPG Wealth Management
Georgia
$397K -$753 -3 -0.2%
FF
1609
FourThought Financial
Florida
$396K -$175K -699 -28%
BSSFA
1610
Baron Silver Stevens Financial Advisors
Florida
$396K -$138K -549 -24%
MFW
1611
Meristem Family Wealth
Minnesota
$394K
SC
1612
Sierra Capital
Florida
$394K +$444K +1,770 New
HIP
1613
HUB Investment Partners
Texas
$393K -$30.9K -123 -7%
SFO
1614
Stokes Family Office
Louisiana
$393K +$108K +432 +33%
FFN
1615
Focus Financial Network
Minnesota
$392K -$3.16M -12,567 -88%
RCM
1616
RB Capital Management
Nevada
$392K -$162K -645 -27%
EFSCE
1617
Enterprise Financial Services Corp (EFSC)
Missouri
$392K +$74.6K +297 +20%
PWA
1618
Peterson Wealth Advisors
Utah
$391K -$163K -651 -27%
FFA
1619
Fragasso Financial Advisors
Pennsylvania
$391K -$133K -531 -23%
WA
1620
Winfield Associates
Ohio
$391K +$49K +195 +13%
RCS
1621
Retirement Capital Strategies
California
$391K +$441K +1,758 New
BA
1622
Ballast Advisors
Minnesota
$390K +$10.5K +42 +2%
DP
1623
Dearborn Partners
Illinois
$388K -$372K -1,482 -46%
CCT
1624
Country Club Trust
Missouri
$388K +$459K +1,830 New
GM
1625
Granger Management
New York
$387K -$256K -1,020 -37%

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.