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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
VF
1826
Vista Finance
Missouri
$842K +$2.14K +9 +0.3%
WWMSC
1827
Wagner Wealth Management (South Carolina)
South Carolina
$841K -$238 -1 -0%
DWM
1828
Darwin Wealth Management
Florida
$840K -$1.49M -6,276 -65%
AR
1829
Advisory Research
Illinois
$840K -$624K -2,625 -44%
IPW
1830
Invictus Private Wealth
Colorado
$839K -$11.6K -49 -1%
WA
1831
WP Advisors
California
$837K +$28K +118 +4%
MFG
1832
MidWestOne Financial Group
Iowa
$837K +$36.4K +153 +5%
KCFA
1833
Key Client Fiduciary Advisors
New Jersey
$833K +$4.04K +17 +0.5%
CWA
1834
Clarus Wealth Advisors
Arizona
$832K +$933K +3,927 New
WMWM
1835
Whitaker-Myers Wealth Managers
Ohio
$832K +$188K +791 +31%
MAM
1836
Mainsail Asset Management
Alabama
$831K +$795K +3,345 New
BBA
1837
BLB&B Advisors
Pennsylvania
$828K +$67K +282 +9%
TW
1838
Traveka Wealth
California
$825K +$789K +3,320 New
EIA
1839
Eldridge Investment Advisors
New Hampshire
$824K
ME
1840
McIlrath & Eck
Washington
$821K +$454K +1,909 +137%
CWA
1841
Capital Wealth Alliance
Arizona
$819K +$38.5K +162 +5%
WFA
1842
Wellspring Financial Advisors
Ohio
$818K +$92.7K +390 +13%
PPWM
1843
Paragon Private Wealth Management
Kentucky
$817K +$103K +434 +15%
JWBC
1844
J.W. Burns & Co
New York
$817K +$12.6K +53 +2%
RFA
1845
Resurgent Financial Advisors
Georgia
$817K +$73.4K +309 +10%
CAM
1846
Concorde Asset Management
Michigan
$815K -$16.6K -70 -2%
JAFL
1847
Jay A. Fishman Ltd
Michigan
$815K +$779K +3,279 New
BWM
1848
Biltmore Wealth Management
Arizona
$812K
HWM
1849
Hemington Wealth Management
Virginia
$809K +$12.6K +53 +2%
FSA
1850
Financial Security Advisor
Virginia
$808K +$45.2K +190 +6%

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.