2,913 hedge funds and large institutions have $347B invested in Tesla in 2023 Q3 according to their latest regulatory filings, with 180 funds opening new positions, 1,416 increasing their positions, 926 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,913
Holders Change
+14
Holders Change %
+0.48%
% of All Funds
46.44%
Holding in Top 10
310
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.64%
% of All Funds
4.94%
New
180
Increased
1,416
Reduced
926
Closed
131
Calls
$73.2B
Puts
$70.4B
Net Calls
+$2.76B
Net Calls Change
-$2.07B
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
2001
PBMares Wealth Management
Virginia
$579K +$34.8K +139 +6%
FGA
2002
Fortis Group Advisors
New Jersey
$578K +$141K +640 +32%
OC
2003
Oakworth Capital
Alabama
$578K
AW
2004
Avion Wealth
Texas
$578K +$95.8K +383 +20%
BFO
2005
Biltmore Family Office
North Carolina
$576K +$251K +1,002 +77%
AW
2006
Atlas Wealth
Ohio
$576K +$264K +1,056 +85%
JWM
2007
JFG Wealth Management
Colorado
$576K +$75.1K +300 +15%
PWA
2008
Peterson Wealth Advisors
Utah
$569K
GGI
2009
Godsey & Gibb Inc
Virginia
$569K -$38.8K -155 -6%
AIC
2010
Archer Investment Corporation
Indiana
$567K +$22.3K +89 +4%
SFC
2011
SYM Financial Corp
Indiana
$566K +$343K +1,370 +153%
SB
2012
Simmons Bank
Arkansas
$563K -$46K -184 -8%
EWA
2013
Encompass Wealth Advisors
Oregon
$563K +$48.8K +195 +9%
SI
2014
Sprott Inc
Ontario, Canada
$563K
SPIO
2015
Seven Post Investment Office
California
$563K
BWM
2016
BCGM Wealth Management
Indiana
$562K
PF
2017
Prosperitas Financial
California
$562K +$562K +2,245 New
DJSG
2018
D.J. St. Germain
Massachusetts
$561K -$121K -485 -18%
SIM
2019
SSI Investment Management
California
$559K -$6.26K -25 -1%
KCM
2020
KRS Capital Management
Michigan
$559K
WFAG
2021
Wescott Financial Advisory Group
Pennsylvania
$559K +$24.3K +97 +5%
SHFA
2022
SS&H Financial Advisors
Michigan
$555K +$555K +2,220 New
WW
2023
Westshore Wealth
California
$555K +$302K +1,206 +119%
JMF
2024
Johnson Midwest Financial
Iowa
$554K
PPW
2025
Pasadena Private Wealth
California
$554K +$19.3K +77 +4%