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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
MSS
1601
Mitchell Sinkler & Starr
Pennsylvania
$1.11M +$134K +563 +14%
RZH
1602
Relyea Zuckerberg Hanson
Connecticut
$1.11M -$76.3K -321 -7%
PP
1603
Paloma Partners
Connecticut
$1.11M +$1.06M +4,476 New
CSIC
1604
Clifford Swan Investment Counsel
California
$1.11M -$7.84K -33 -0.7%
JPLA
1605
Joseph P. Lucia & Associates
New York
$1.11M -$44.4K -187 -4%
MCWS
1606
McKinley Carter Wealth Services
West Virginia
$1.11M +$67.3K +283 +7%
KCM
1607
Kornitzer Capital Management
Kansas
$1.11M
QCIG
1608
Quad-Cities Investment Group
Iowa
$1.1M -$1.19K -5 -0.1%
SPWM
1609
Spartan Planning & Wealth Management
North Carolina
$1.1M +$332K +1,399 +46%
F4L
1610
Fortune 45 LLC
Louisiana
$1.1M -$4.04K -17 -0.4%
BLC
1611
Brown, Lisle/Cummings
Rhode Island
$1.1M -$19K -80 -2%
MCC
1612
Money Concepts Capital
Florida
$1.1M +$427K +1,797 +68%
LA
1613
Lindenwold Advisors
Pennsylvania
$1.1M -$17.3K -73 -2%
OWM
1614
OneAscent Wealth Management
Alabama
$1.1M +$220K +924 +26%
OWA
1615
Opal Wealth Advisors
New York
$1.1M +$12.8K +54 +1%
OAM
1616
Occidental Asset Management
California
$1.1M -$57.8K -243 -5%
RIP
1617
RAM Investment Partners
Washington
$1.09M +$112K +472 +12%
SGK
1618
Steigerwald Gordon & Koch
Virginia
$1.09M +$16.2K +68 +2%
GIM
1619
Grassi Investment Management
California
$1.09M +$7.13K +30 +0.7%
WRPWM
1620
Werba Rubin Papier Wealth Management
California
$1.09M -$3.56K -15 -0.3%
WWP
1621
WR Wealth Planners
Missouri
$1.09M +$11.2K +47 +1%
RCM
1622
RB Capital Management
Nevada
$1.09M +$42.5K +179 +4%
TNA
1623
True North Advisors
Texas
$1.09M +$426K +1,792 +69%
CWC
1624
Carolinas Wealth Consulting
North Carolina
$1.09M +$8.32K +35 +0.8%
CFA
1625
Capstone Financial Advisors
Illinois
$1.09M -$26.1K -110 -2%

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.