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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
AIMA
1876
Ables Iannone Moore & Associates
Georgia
$776K +$742K +3,124 New
ITIM
1877
Indiana Trust & Investment Management
Indiana
$776K
PCWA
1878
Pacific Capital Wealth Advisors
California
$776K +$14.3K +60 +2%
SWRP
1879
Summit Wealth & Retirement Planning
California
$776K +$9.51K +40 +1%
FCB
1880
First County Bank
Connecticut
$774K -$32.3K -136 -4%
OFG
1881
Oxford Financial Group
Indiana
$774K +$6.65K +28 +0.9%
TCWM
1882
Total Clarity Wealth Management
Illinois
$774K +$29.9K +126 +4%
MWM
1883
McNaughton Wealth Management
California
$773K +$21.6K +91 +3%
DTL
1884
Dynamic Technology Lab
Singapore
$771K -$524K -2,204 -42%
FFG
1885
Frisch Financial Group
New York
$771K -$13.5K -57 -2%
SMA
1886
Seven Mile Advisory
New Jersey
$771K +$4.04K +17 +0.6%
AWA
1887
Aquire Wealth Advisors
Utah
$768K -$6.42K -27 -0.9%
SIG
1888
Sargent Investment Group
Maryland
$768K +$10.9K +46 +2%
LWL
1889
Leo Wealth LLC
Texas
$766K +$792K +3,331 New
PVAMC
1890
PPS&V Asset Management Consultants
Michigan
$766K -$13.1K -55 -2%
PCM
1891
Princeton Capital Management
New Jersey
$765K +$732K +3,080 New
CAL
1892
Capital Analysts LLC
Pennsylvania
$765K -$19.5K -82 -3%
AG
1893
Advocate Group
Minnesota
$765K
WAM
1894
WNY Asset Management
New York
$764K -$26.9K -113 -4%
CCP
1895
Clarkston Capital Partners
Michigan
$764K -$11.9K -50 -2%
FGA
1896
Fortis Group Advisors
New Jersey
$764K +$179K +753 +29%
AC
1897
Apella Capital
Connecticut
$763K -$19.3K -81 -2%
BCP
1898
Blackhawk Capital Partners
Wisconsin
$761K -$948K -3,987 -57%
MCA
1899
MSH Capital Advisors
Arizona
$758K -$245K -1,030 -25%
FAB
1900
First American Bank
Illinois
$755K

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.