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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
ESCM
1626
Echo Street Capital Management
New York
$387K +$436K +1,737 New
AWM
1627
Activest Wealth Management
Florida
$387K +$438K +1,743 New
JAG
1628
Journey Advisory Group
Kentucky
$385K -$3.77K -15 -0.9%
MWM
1629
Minot Wealth Management
Massachusetts
$385K +$435K +1,731 New
SCM
1630
SOL Capital Management
Maryland
$384K +$82.1K +327 +23%
SIAG
1631
Safeguard Investment Advisory Group
California
$384K +$156K +621 +56%
HC
1632
HNP Capital
New York
$383K +$27.9K +111 +7%
BMC
1633
Benin Management Corp
Connecticut
$382K +$49K +195 +13%
RIL
1634
Rothschild Investment LLC
Illinois
$381K -$71.6K -285 -14%
SRSA
1635
S.R. Schill & Associates
Washington
$381K -$47.5K -189 -10%
LFG
1636
Lazard Frères Gestion
France
$378K +$87.4K +348 +20%
VV
1637
Verity & Verity
South Carolina
$377K -$94.1K -375 -17%
FFA
1638
Fi3 Financial Advisors
Indiana
$377K +$426K +1,695 New
OFG
1639
Oxford Financial Group
Indiana
$374K -$33.9K -135 -7%
FRA
1640
Front Row Advisors
California
$374K +$151K +600 +56%
FCB
1641
First Command Bank
Texas
$372K +$400K +1,593 +2,042%
FCFS
1642
First Command Financial Services
Texas
$372K +$400K +1,593 +2,042%
SSW
1643
Smith Shellnut Wilson
Mississippi
$371K
SFWC
1644
Strategic Family Wealth Counselors
New Jersey
$370K -$23.3K -93 -5%
JFA
1645
JNBA Financial Advisors
Minnesota
$369K -$12.1K -48 -3%
MCIA
1646
Mountain Capital Investment Advisors
Colorado
$369K +$4.52K +18 +1%
CCA
1647
Cobblestone Capital Advisors
New York
$369K +$55.7K +222 +15%
NCM
1648
Novare Capital Management
North Carolina
$368K +$136K +540 +49%
LOPW
1649
Live Oak Private Wealth
North Carolina
$367K
PGIM
1650
Pacific Global Investment Management
California
$367K +$11.3K +45 +3%

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.