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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
OL
2026
Optas LLC
Texas
$653K -$289K -1,214 -32%
WCFA
2027
Walkner Condon Financial Advisors
Wisconsin
$651K +$107K +449 +21%
RCA
2028
Resonant Capital Advisors
Wisconsin
$647K -$50.1K -211 -7%
LA
2029
Latitude Advisors
Florida
$646K -$713 -3 -0.1%
LDB
2030
Lee, Danner & Bass
Tennessee
$645K -$10.5K -44 -2%
CT
2031
Chicago Trust
Illinois
$644K +$64.9K +273 +12%
CCG
2032
Cypress Capital Group
Florida
$644K -$63.5K -267 -9%
RDFA
2033
Ritter Daniher Financial Advisory
Ohio
$642K -$99.8K -420 -14%
BCM
2034
Barden Capital Management
Texas
$641K +$147K +618 +32%
FWM
2035
FMB Wealth Management
California
$641K -$44.4K -187 -7%
MIA
2036
MainStreet Investment Advisors
Illinois
$638K -$2.85K -12 -0.5%
HIC
2037
Holderness Investments Company
North Carolina
$637K -$8.56K -36 -1%
PP
2038
Patron Partners
Texas
$636K -$68.7K -289 -10%
WA
2039
Wealthstream Advisors
New York
$635K +$11.2K +47 +2%
CIC
2040
Cutler Investment Counsel
Oregon
$634K -$4.99K -21 -0.8%
AB
2041
Atlas Brown
Kentucky
$630K -$23.8K -100 -4%
SB
2042
Sunflower Bank
Texas
$630K -$17.6K -74 -3%
VCM
2043
Virtue Capital Management
Tennessee
$630K -$155K -653 -20%
DSC
2044
Duncker Streett & Co
Missouri
$630K
MCI
2045
MRP Capital Investments
Georgia
$629K -$4.21M -17,732 -88%
GAMC
2046
Garner Asset Management Corp
Texas
$629K -$70.8K -298 -8%
GCM
2047
G2 Capital Management
Ohio
$629K -$92K -387 -13%
PFM
2048
Phillips Financial Management
Indiana
$627K +$7.37K +31 +1%
SWM
2049
Silverlake Wealth Management
Vermont
$627K -$79.6K -335 -12%
SACTSONJ
2050
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$626K

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.