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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
MAG
1726
Mayfair Advisory Group
Alabama
$950K -$17.1K -72 -2%
WIC
1727
Woodmont Investment Counsel
Tennessee
$947K +$237K +996 +35%
PWA
1728
Providence Wealth Advisors
Illinois
$947K +$717K +3,017 +216%
PWA
1729
PCG Wealth Advisors
Kansas
$945K +$9.51K +40 +1%
MUAMU
1730
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$944K -$1.19M -5,000 -57%
SCI
1731
Silver Coast Investments
United States
$943K +$902K +3,796 New
CAGAS
1732
Capital Advisory Group Advisory Services
Minnesota
$943K -$4.99K -21 -0.6%
WSCM
1733
Wellington Shields Capital Management
New York
$942K +$22.6K +95 +3%
PIA
1734
Powell Investment Advisors
Florida
$940K +$72.2K +304 +9%
MCA
1735
Magnolia Capital Advisors
Mississippi
$939K +$131K +551 +13%
AWM
1736
Aspire Wealth Management
Massachusetts
$937K +$7.37K +31 +0.8%
ST
1737
Somerset Trust
Pennsylvania
$936K -$7.61K -32 -0.8%
TIA
1738
Traphagen Investment Advisors
New Jersey
$935K +$150K +630 +20%
ES
1739
Eagle Strategies
New York
$934K +$36.1K +152 +4%
GFS
1740
GYL Financial Synergies
Connecticut
$932K +$30.7K +129 +4%
ACIM
1741
Azimuth Capital Investment Management
Michigan
$931K +$652K +2,744 +274%
EWA
1742
Evolution Wealth Advisors
Florida
$929K +$108K +454 +14%
SWIG
1743
Strategic Wealth Investment Group
Kentucky
$925K +$315K +1,325 +55%
HVIA
1744
Hudson Valley Investment Advisors
New York
$924K +$97.4K +410 +12%
TIM
1745
Thompson Investment Management
Wisconsin
$922K
PHWM
1746
Pine Harbor Wealth Management
Maryland
$921K +$881K +3,708 New
FAG
1747
Financial Advisory Group
Texas
$921K -$64.6K -272 -7%
TA
1748
TrueWealth Advisors
Alabama
$918K -$32.6K -137 -4%
B
1749
BetterWealth
California
$918K
EWM
1750
Evermay Wealth Management
Virginia
$917K +$160K +674 +22%

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.