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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
CG
1701
CFO4Life Group
Texas
$984K -$45.6K -192 -5%
CIP
1702
Convergence Investment Partners
Florida
$983K -$391K -1,646 -29%
MWM
1703
MinichMacGregor Wealth Management
New York
$981K -$93.9K -395 -9%
AIA
1704
Arbor Investment Advisors
North Carolina
$981K
AFG
1705
Alterity Financial Group
Maine
$980K -$24.2K -102 -3%
CP
1706
Camelot Portfolios
Ohio
$980K +$937K +3,944 New
I
1707
INVST
Indiana
$978K +$85.6K +360 +7%
LCS
1708
Levin Capital Strategies
New York
$977K +$7.61K +32 +0.8%
DIA
1709
Dana Investment Advisors
Wisconsin
$977K +$210K +882 +29%
JWM
1710
JGP Wealth Management
Oregon
$976K -$38.3K -161 -4%
IWA
1711
Icon Wealth Advisors
Texas
$976K +$933K +3,927 New
ACM
1712
Alpha Capital Management
Texas
$973K -$36.6K -154 -4%
JE
1713
JMAC Enterprises
Pennsylvania
$970K -$66.3K -279 -7%
PFG
1714
Prosperity Financial Group
California
$970K +$67K +282 +8%
MCM
1715
Mattern Capital Management
Colorado
$966K -$1.43K -6 -0.2%
SGI
1716
Summit Global Investments
Utah
$962K +$89.4K +376 +11%
EGM
1717
Engineers Gate Manager
New York
$962K +$920K +3,871 New
HFP
1718
Holistic Financial Partners
Indiana
$962K -$512K -2,156 -36%
WW
1719
Waterfront Wealth
Kansas
$961K +$20K +84 +2%
OGC
1720
Oak Grove Capital
New Hampshire
$960K -$47.5K -200 -5%
KWM
1721
Keebeck Wealth Management
Illinois
$959K +$196K +826 +27%
HGERS
1722
Householder Group Estate & Retirement Specialist
Arizona
$959K +$147K +619 +19%
SIC
1723
SJS Investment Consulting
Ohio
$956K -$105K -441 -10%
ACM
1724
Advance Capital Management
Michigan
$956K -$99.8K -420 -10%
RCM
1725
RNC Capital Management
California
$955K

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.