2,866 hedge funds and large institutions have $252B invested in Tesla in 2024 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 1,182 increasing their positions, 1,238 reducing their positions, and 389 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,866
Holders Change
-260
Holders Change %
-8.32%
% of All Funds
41.54%
Holding in Top 10
120
Holding in Top 10 Change
-166
Holding in Top 10 Change %
-58.04%
% of All Funds
1.74%
New
174
Increased
1,182
Reduced
1,238
Closed
389
Calls
$44.2B
Puts
$53.1B
Net Calls
-$8.87B
Net Calls Change
-$9.83B
Name Holding Trade Value Shares
Change
Shares
Change %
EPA
2001
Element Pointe Advisors
Florida
$442K
GWP
2002
Gateway Wealth Partners
Wisconsin
$441K +$27.2K +155 +7%
AWM
2003
Austin Wealth Management
Texas
$441K +$14K +78 +3%
PAM
2004
Pegasus Asset Management
New York
$441K +$17.6K +100 +4%
MAM
2005
Morse Asset Management
Connecticut
$441K -$1.73M -9,862 -80%
PA
2006
Prossimo Advisors
California
$441K +$200K +1,137 +83%
VWM
2007
Vivid Wealth Management
Iowa
$441K +$28.1K +160 +7%
FFG
2008
Frisch Financial Group
New York
$440K -$105K -599 -19%
IPW
2009
Invictus Private Wealth
Colorado
$439K -$155K -880 -26%
HWP
2010
Heritage Wealth Partners
Ohio
$439K
GG
2011
Gleason Group
Kentucky
$438K +$438K +2,490 New
AWM
2012
Affinity Wealth Management
Delaware
$437K
RCS
2013
Retirement Capital Strategies
California
$436K +$28.8K +164 +7%
EHC
2014
Everett Harris & Co
California
$436K -$86.1K -490 -16%
SB
2015
Sunflower Bank
Texas
$436K -$10K -57 -2%
RBC
2016
Romano Brothers & Co
Illinois
$436K +$15.8K +90 +4%
CCM
2017
Check Capital Management
California
$436K
BWL
2018
Bogart Wealth LLC
Virginia
$435K -$40.3K -229 -8%
CWM
2019
Certus Wealth Management
California
$435K -$99.1K -547 -19%
BWM
2020
BCGM Wealth Management
Indiana
$435K +$39.9K +227 +10%
CWA
2021
Consilium Wealth Advisory
Texas
$434K -$6.68K -38 -2%
WWC
2022
Waypoint Wealth Counsel
Georgia
$434K +$265K +1,507 +156%
ACA
2023
Aspire Capital Advisors
Washington
$433K +$43.4K +247 +11%
M1FG
2024
Mach-1 Financial Group
Arkansas
$433K +$39.4K +224 +10%
AFS
2025
AFG Fiduciary Services
Massachusetts
$433K -$118K -665 -21%