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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
TFA
1626
Toth Financial Advisory
Virginia
$1.09M -$3.09K -13 -0.3%
SPIS
1627
Steward Partners Investment Solutions
Oregon
$1.08M +$1.04M +4,363 New
FI
1628
Finivi Inc
Massachusetts
$1.08M +$1.03M +4,355 New
PIM
1629
Plato Investment Management
Australia
$1.08M +$1.03M +4,355 New
CBT
1630
Central Bank & Trust
Kentucky
$1.08M
LW
1631
Libra Wealth
California
$1.08M
CSIA
1632
Charles Schwab Investment Advisory
California
$1.07M +$27.8K +117 +3%
SFS
1633
Searcy Financial Services
Kansas
$1.07M
FMP
1634
Financial Management Professionals
Texas
$1.07M +$9.03K +38 +0.9%
CAM
1635
Cozad Asset Management
Illinois
$1.07M -$160K -674 -14%
AWM
1636
Act Wealth Management
Texas
$1.07M -$10.7K -45 -1%
CCM
1637
Chaney Capital Management
Washington
$1.07M +$1.02M +4,292 New
CCP
1638
Carmel Capital Partners
California
$1.07M +$36.6K +154 +4%
SCM
1639
Steele Capital Management
Iowa
$1.06M +$1.02M +4,285 New
JIC
1640
Joel Isaacson & Co
New York
$1.06M +$951 +4 +0.1%
GIM
1641
Goelzer Investment Management
Indiana
$1.06M +$1.02M +4,282 New
ACP
1642
Aveo Capital Partners
Colorado
$1.06M -$113K -476 -10%
SIA
1643
SkyView Investment Advisors
New Jersey
$1.06M -$2.61K -11 -0.3%
AFA
1644
American Financial Advisors
Georgia
$1.06M -$4.75K -20 -0.5%
CCA
1645
Cravens & Co Advisors
Tennessee
$1.06M +$42.1K +177 +4%
LC
1646
LCNB Corp
Ohio
$1.06M
SCA
1647
STALEY CAPITAL ADVISERS
Pennsylvania
$1.06M
FWI
1648
Facet Wealth Inc
Maryland
$1.06M +$332K +1,396 +32%
KFA
1649
Kelleher Financial Advisors
New York
$1.06M +$3.8K +16 +0.4%
CWG
1650
Crown Wealth Group
North Carolina
$1.06M +$198K +835 +24%

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.