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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
CCG
1851
Capital CS Group
California
$807K +$285K +1,201 +59%
HBT
1852
Heartland Bank & Trust
Illinois
$806K -$58.7K -247 -7%
GD
1853
Grandfield & Dodd
New York
$805K -$33.3K -140 -4%
CTA
1854
Chesley Taft & Associates
Illinois
$805K +$770K +3,240 New
MWA
1855
Monograph Wealth Advisors
California
$805K -$10.5K -44 -1%
PAWA
1856
Palo Alto Wealth Advisors
California
$804K
BFA
1857
Beaumont Financial Advisors
Massachusetts
$803K +$713 +3 +0.1%
RWI
1858
Red Wave Investments
Pennsylvania
$801K
FHWM
1859
Fox Hill Wealth Management
Massachusetts
$800K +$765K +3,218 New
CAM
1860
Columbia Asset Management
Michigan
$799K -$6.89K -29 -0.9%
SOW
1861
State of Wyoming
Wyoming
$797K +$5.47K +23 +0.7%
FC
1862
Family CFO
California
$797K
TC
1863
Telemus Capital
Michigan
$795K +$6.65K +28 +0.9%
HIS
1864
Horizon Investment Services
Indiana
$793K
SSWM
1865
Smith Salley Wealth Management
North Carolina
$792K -$75.1K -316 -9%
GFG
1866
Goldstone Financial Group
Illinois
$791K -$134K -565 -15%
S
1867
Sunpointe
Missouri
$789K +$755K +3,176 New
HWA
1868
HHM Wealth Advisors
Tennessee
$787K +$2.38K +10 +0.3%
RWM
1869
RBA Wealth Management
California
$787K +$238 +1 +0%
WC
1870
Woodstock Corp
Massachusetts
$785K -$7.84K -33 -1%
FFB
1871
First Financial Bankshares
Texas
$782K +$748K +3,146 New
KWM
1872
KFG Wealth Management
Indiana
$780K -$4.04K -17 -0.5%
PPW
1873
Parcion Private Wealth
Washington
$779K -$193K -812 -21%
MFS
1874
Madrona Financial Services
Washington
$779K +$1.66K +7 +0.2%
HPM
1875
Hoxton Planning & Management
West Virginia
$777K -$71.1K -299 -9%

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.