2,938 hedge funds and large institutions have $295B invested in Tesla in 2024 Q2 according to their latest regulatory filings, with 291 funds opening new positions, 1,246 increasing their positions, 1,112 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,938
Holders Change
+72
Holders Change %
+2.51%
% of All Funds
42.73%
Holding in Top 10
148
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+23.33%
% of All Funds
2.15%
New
291
Increased
1,246
Reduced
1,112
Closed
173
Calls
$48.3B
Puts
$52B
Net Calls
-$3.68B
Net Calls Change
+$5.19B
Name Holding Trade Value Shares
Change
Shares
Change %
I
2001
InceptionR
California
$504K +$504K +2,546 New
A
2002
AJOVista
Massachusetts
$503K
AWM
2003
Affinity Wealth Management
Delaware
$502K +$9.89K +50 +2%
PWP
2004
Phillips Wealth Planners
Mississippi
$500K +$10.5K +40 +2%
AAM
2005
Aureus Asset Management
Massachusetts
$500K
NRC
2006
New Republic Capital
North Carolina
$499K +$231K +1,166 +86%
SACTSONJ
2007
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$499K
EPA
2008
Element Pointe Advisors
Florida
$497K
EA
2009
Eclectic Associates
California
$497K +$107K +540 +27%
HHGA
2010
Halbert Hargrove Global Advisors
California
$497K -$154K -780 -24%
PHWM
2011
Pine Harbor Wealth Management
Maryland
$496K -$237K -1,200 -32%
MCI
2012
MRP Capital Investments
Georgia
$495K -$11.9K -60 -2%
LF
2013
LifeSteps Financial
California
$495K +$38.8K +196 +8%
MWM
2014
MorganRosel Wealth Management
Colorado
$495K +$495K +2,500 New
CPC
2015
Consolidated Planning Corp
Georgia
$494K -$80.5K -407 -14%
CS
2016
Cannell & Spears
New York
$494K -$144K -730 -23%
GG
2017
Gleason Group
Kentucky
$493K
LGA
2018
Lebenthal Global Advisors
New York
$492K -$35.2K -178 -7%
RCS
2019
Retirement Capital Strategies
California
$491K
CFAM
2020
Center For Asset Management
Florida
$491K +$10.3K +52 +2%
EHC
2021
Everett Harris & Co
California
$491K
CCM
2022
Check Capital Management
California
$490K
FCG
2023
Financial Connections Group
California
$490K +$5.93K +30 +1%
MAWCM
2024
Mine & Arao Wealth Creation & Management
California
$490K +$96.8K +489 +25%
BFWM
2025
Bright Futures Wealth Management
New York
$488K +$13.3K +64 +3%