We are live on ! Find out more

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
WWS
1901
Wellington Wealth Strategies
Indiana
$754K +$721K +3,035 New
MWAM
1902
Manhattan West Asset Management
California
$752K -$12.6K -53 -2%
MA
1903
MJP Associates
Connecticut
$751K +$118K +495 +20%
DCM
1904
DGS Capital Management
New Jersey
$751K -$242K -1,020 -25%
RFWA
1905
RPg Family Wealth Advisory
Massachusetts
$751K +$59.4K +250 +9%
CWM
1906
Chicago Wealth Management
Illinois
$750K
SHFA
1907
Sherrill & Hutchins Financial Advisory
Georgia
$749K +$717K +3,015 New
AFS
1908
AFG Fiduciary Services
Massachusetts
$748K
OA
1909
Oracle Alpha
Ontario, Canada
$747K +$715K +3,007 New
CRWM
1910
Castle Rock Wealth Management
California
$747K -$1.34M -5,658 -64%
JWM
1911
Jeppson Wealth Management
California
$746K +$4.28K +18 +0.6%
CCA
1912
Clearwater Capital Advisors
Illinois
$746K -$8.32K -35 -1%
NRI
1913
NFP Retirement Inc
California
$746K -$37.1K -156 -5%
PHIC
1914
Pine Haven Investment Counsel
Massachusetts
$743K -$11.9K -50 -2%
WCM
1915
Washburn Capital Management
Florida
$743K +$11.9K +50 +2%
MLA
1916
My Legacy Advisors
Oregon
$743K +$483K +2,031 +164%
CCM
1917
Crew Capital Management
Ohio
$743K -$1.11M -4,675 -61%
HB
1918
HTLF Bank
Colorado
$741K +$709K +2,982 New
FA
1919
Fermata Advisors
California
$740K -$18.5K -78 -3%
EHC
1920
Everett Harris & Co
California
$738K +$713 +3 +0.1%
AIM
1921
Acropolis Investment Management
Missouri
$736K -$84.4K -355 -11%
JWBC
1922
John W. Brooker & Co
California
$736K
CWM
1923
Certus Wealth Management
California
$732K +$3.56K +15 +0.5%
WCM
1924
Wedge Capital Management
North Carolina
$732K -$31.4K -132 -4%
CP
1925
Canopy Partners
Ohio
$731K +$699K +2,941 New

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.