2,899 hedge funds and large institutions have $360B invested in Tesla in 2023 Q2 according to their latest regulatory filings, with 328 funds opening new positions, 1,282 increasing their positions, 955 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,899
Holders Change
+200
Holders Change %
+7.41%
% of All Funds
45.72%
Holding in Top 10
305
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+23.98%
% of All Funds
4.81%
New
328
Increased
1,282
Reduced
955
Closed
102
Calls
$84.5B
Puts
$79.7B
Net Calls
+$4.83B
Net Calls Change
-$7.64B
Name Holding Trade Value Shares
Change
Shares
Change %
WCG
2001
Weaver Consulting Group
California
$568K +$50.8K +194 +10%
MPPLM
2002
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$568K +$57.1K +218 +11%
MHWM
2003
Montz Harcus Wealth Management
Louisiana
$567K
RSA
2004
River Street Advisors
Illinois
$567K
BIA
2005
Bell Investment Advisors
California
$567K +$3.4K +13 +0.6%
FMC
2006
First Merchants Corp
Indiana
$567K -$23.6K -90 -4%
SIC
2007
Sterling Investment Counsel
New York
$566K +$56.8K +217 +11%
WCAMG
2008
Woodard & Company Asset Management Group
North Carolina
$565K +$209K +800 +59%
MIM
2009
Merrion Investment Management
New Jersey
$564K +$105K +400 +23%
QFA
2010
Quattro Financial Advisors
Texas
$563K +$563K +2,149 New
TCWA
2011
Ten Capital Wealth Advisors
Washington
$560K +$236K +705 +73%
BIAS
2012
Beacon Investment Advisory Services
New Jersey
$560K -$34.6K -132 -6%
PPW
2013
Pasadena Private Wealth
California
$560K +$42.4K +162 +8%
WFAG
2014
Wescott Financial Advisory Group
Pennsylvania
$559K -$39.3K -150 -7%
CAWM
2015
Capital Advisors Wealth Management
Washington
$558K +$147K +561 +36%
SPP
2016
Single Point Partners
Massachusetts
$558K +$89.2K +341 +19%
SVCP
2017
Silicon Valley Capital Partners
California
$557K +$36.1K +138 +7%
KFA
2018
Kapstone Financial Advisors
Ohio
$555K
CP
2019
Castleview Partners
Texas
$553K -$64.7K -247 -10%
PP
2020
Pegasus Partners
Wisconsin
$552K +$163K +623 +42%
QC
2021
Quaero Capital
Switzerland
$552K -$354K -1,351 -39%
FMB
2022
Field & Main Bank
Kentucky
$550K +$4.71K +18 +0.9%
AIM
2023
Alhambra Investment Management
Florida
$550K
MAM
2024
Maytree Asset Management
Hong Kong
$550K
EBA
2025
Eagle Bay Advisors
New York
$548K -$35.9K -137 -6%