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2,150 hedge funds and large institutions have $270B invested in Tesla in 2021 Q1 according to their latest regulatory filings, with 226 funds opening new positions, 934 increasing their positions, 810 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 170

15% more repeat investments, than reductions

Existing positions increased: 934 | Existing positions reduced: 810

1% more funds holding

Funds holding: 2,1222,150 (+28)

1% less call options, than puts

Call options by funds: $94.8B | Put options by funds: $95.8B

11.02% less ownership

Funds ownership: 137.75%126.73% (-11%)

12% less funds holding in top 10

Funds holding in top 10: 236207 (-29)

12% less capital invested

Capital invested by funds: $308B → $270B (-$38.1B)

Holders
2,150
Holders Change
+28
Holders Change %
+1.32%
% of All Funds
37.75%
Holding in Top 10
207
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-12.29%
% of All Funds
3.63%
New
226
Increased
934
Reduced
810
Closed
170
Calls
$94.8B
Puts
$95.8B
Net Calls
-$976M
Net Calls Change
+$53.8B
Name Holding Trade Value Shares
Change
Change in
Stake
UBG
1876
United Bank (Georgia)
Georgia
$244K +$275K +1,095 New
GWM
1877
GSB Wealth Management
Connecticut
$244K +$276K +1,098 New
PPW
1878
Parcion Private Wealth
Washington
$243K -$753 -3 -0.3%
GFS
1879
GYL Financial Synergies
Connecticut
$242K +$23.3K +93 +9%
RPCA
1880
Running Point Capital Advisors
California
$241K +$753 +3 +0.3%
FCM
1881
Fortis Capital Management
Washington
$241K +$42.2K +168 +18%
KA
1882
Klingman & Associates
New York
$240K +$33.1K +132 +14%
HIM
1883
Hillsdale Investment Management
Ontario, Canada
$239K -$45.2K -180 -14%
AWM
1884
Aevitas Wealth Management
Massachusetts
$239K
PSP
1885
Principal Street Partners
Tennessee
$239K +$270K +1,074 New
CWA
1886
Clarus Wealth Advisors
Arizona
$237K -$139K -555 -35%
KOMWMG
1887
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$237K
LWM
1888
Loveless Wealth Management
Montana
$237K +$3.77K +15 +1%
BC
1889
Bridgefront Capital
Texas
$237K +$267K +1,065 New
TPW
1890
Tiller Private Wealth
Pennsylvania
$237K +$267K +1,065 New
AWG
1891
Altus Wealth Group
Colorado
$236K -$13.6K -54 -5%
MLFP
1892
MPS Loria Financial Planners
Illinois
$235K +$3.01K +12 +1%
ATFA
1893
All Terrain Financial Advisors
Minnesota
$235K +$265K +1,056 New
ISWM
1894
Independent Solutions Wealth Management
New York
$234K +$27.1K +108 +11%
BAM
1895
Barrett Asset Management
New York
$234K
CAC
1896
Core Alternative Capital
Georgia
$234K +$264K +1,050 New
CM
1897
Crestline Management
Texas
$234K +$264K +1,050 New
SAM
1898
Simplify Asset Management
Nevada
$233K +$52.7K +210 +25%
SAM
1899
S.A. Mason
Michigan
$232K +$27.9K +111 +12%
HIC
1900
Holderness Investments Company
North Carolina
$232K +$261K +1,041 New

TSLA Hedge Fund Activity: Q1 2021 in Review

2,150 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q1 2021, worth a combined $270B — down 12% from $308B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new TSLA positions and 170 closed out — a net gain of 56 holders — while 934 added to existing stakes and 810 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $1.24B. The largest seller was Baillie Gifford & Co, cutting an estimated $8.35B.

  • 2,150 institutional investors held Tesla (TSLA) as of Q1 2021, up from 2,122 in Q4 2020.
  • Funds reported $270B of Tesla stock for Q1 2021, down 12% quarter-over-quarter.
  • 226 funds opened new Tesla positions in Q1 2021 and 170 closed out, a net change of +56 holders.
  • The largest Tesla buyer in Q1 2021 was ARK Investment Management, an estimated $1.24B added.
  • The largest Tesla seller in Q1 2021 was Baillie Gifford & Co, an estimated $8.35B sold.

Based on aggregated 13F filings for Q1 2021.