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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
NB
1976
Northwest Bancshares
Pennsylvania
$689K +$238K +1,000 +56%
HP
1977
Hyperion Partners
Pennsylvania
$688K +$137K +578 +26%
CPC
1978
Consolidated Planning Corp
Georgia
$688K -$2.06M -8,647 -76%
MFP
1979
Meridian Financial Partners
Virginia
$687K
VC
1980
Veracity Capital
Georgia
$687K -$27.6K -116 -4%
MIA
1981
MMBG Investment Advisors
Florida
$686K +$299K +1,260 +84%
GWWM
1982
Great Waters Wealth Management
Minnesota
$683K -$41.4K -174 -6%
TBA
1983
Tower Bridge Advisors
Pennsylvania
$680K -$86.5K -364 -12%
FH
1984
FWG Holdings
Florida
$679K +$49.4K +208 +8%
BFM
1985
Boston Financial Management
Massachusetts
$677K
SA
1986
SRH Advisors
Kansas
$677K
WIM
1987
Westside Investment Management
California
$677K +$53.7K +226 +9%
APW
1988
Aurora Private Wealth
New Jersey
$677K -$21.6K -91 -3%
MFG
1989
Menard Financial Group
Texas
$677K +$32.1K +135 +5%
AWM
1990
Atticus Wealth Management
Florida
$677K -$19.3K -81 -3%
AFGAS
1991
Allegiance Financial Group Advisory Services
Virginia
$677K -$160K -674 -20%
C
1992
CEDRUS
Colorado
$677K +$240K +1,009 +59%
RIM
1993
RW Investment Management
Idaho
$676K +$10.2K +43 +2%
DAM
1994
Doheny Asset Management
California
$675K -$9.51K -40 -1%
BA
1995
Ballew Advisors
Mississippi
$675K +$38K +160 +6%
BFS
1996
Bradley Foster & Sargent
Connecticut
$674K +$48.5K +204 +8%
ERIM
1997
Eagle Ridge Investment Management
Connecticut
$672K
BWL
1998
Bogart Wealth LLC
Virginia
$672K +$116K +489 +22%
PWA
1999
Phoenix Wealth Advisors
North Carolina
$670K -$10.7K -45 -2%
WC
2000
Whitney & Co
New York
$669K -$5.94K -25 -0.9%

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.