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2,122 hedge funds and large institutions have $308B invested in Tesla in 2020 Q4 according to their latest regulatory filings, with 561 funds opening new positions, 798 increasing their positions, 587 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

510% more first-time investments, than exits

New positions opened: 561 | Existing positions closed: 92

131% more funds holding in top 10

Funds holding in top 10: 102236 (+134)

79% more capital invested

Capital invested by funds: $172B → $308B (+$136B)

36% more repeat investments, than reductions

Existing positions increased: 798 | Existing positions reduced: 587

26% more funds holding

Funds holding: 1,6822,122 (+440)

8.44% more ownership

Funds ownership: 129.32%137.75% (+8.4%)

30% less call options, than puts

Call options by funds: $128B | Put options by funds: $183B

Holders
2,122
Holders Change
+440
Holders Change %
+26.16%
% of All Funds
37.54%
Holding in Top 10
236
Holding in Top 10 Change
+134
Holding in Top 10 Change %
+131.37%
% of All Funds
4.18%
New
561
Increased
798
Reduced
587
Closed
92
Calls
$128B
Puts
$183B
Net Calls
-$54.8B
Net Calls Change
-$24.6B
Name Holding Trade Value Shares
Change
Change in
Stake
IPW
2051
IronBridge Private Wealth
Texas
$42K +$30.7K +180 New
RBC
2052
Roble Belko & Company
Pennsylvania
$40K +$1.02K +6 +4%
TWP
2053
TFO Wealth Partners
Ohio
$40K +$28.7K +168 New
COCM
2054
Charter Oak Capital Management
New Hampshire
$39K +$28.2K +165 New
CPFP
2055
Clear Perspectives Financial Planning
Ohio
$39K +$28.2K +165 New
BWL
2056
Bogart Wealth LLC
Virginia
$38K +$11.8K +69 +74%
WFA
2057
West Financial Advisors
Iowa
$36K +$26.1K +153 New
DI
2058
Disciplined Investments
Oklahoma
$35K -$12.3K -72 -33%
TJHA
2059
Thomas J. Herzfeld Advisors
Florida
$35K -$10.2K -60 -29%
OCM
2060
Ovata Capital Management
Hong Kong
$35K
PGAM
2061
Princeton Global Asset Management
New Jersey
$35K
RCC
2062
Red Cedar Capital
Nebraska
$35K
GA
2063
GoalVest Advisory
New York
$35K +$25.6K +150 New
HCM
2064
Highlander Capital Management
New Jersey
$35K +$25.6K +150 New
Walleye Capital
2065
Walleye Capital
New York
$34.3K +$24.8M +145,605 New
FFC
2066
Fure Financial Corporation
Minnesota
$33K
CYG
2067
Clean Yield Group
Vermont
$32K -$7.68K -45 -25%
CCMW
2068
Cypress Capital Management (Wyoming)
Wyoming
$32K +$20.5K +120 +800%
LWA
2069
Lowe Wealth Advisors
Maryland
$31K +$22.5K +132 New
Loomis, Sayles & Company
2070
Loomis, Sayles & Company
Massachusetts
$30K -$76.8K -450 -78%
PVH
2071
Psagot Value Holdings
Israel
$28K +$20K +117 New
MIM
2072
Meridiem Investment Management
United Kingdom
$28K +$20.5K +120 New
DAM
2073
Delta Asset Management
Tennessee
$27K +$1.54K +9 +9%
MIM
2074
Macroview Investment Management
Maryland
$26K -$8.7K -51 -31%
CIR
2075
Clear Investment Research
Georgia
$26K +$18.9K +111 New

TSLA Hedge Fund Activity: Q4 2020 in Review

2,122 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q4 2020, worth a combined $308B — up 79% from $172B a quarter earlier.

Buyers outnumbered sellers: 561 funds opened new TSLA positions and 92 closed out — a net gain of 469 holders — while 798 added to existing stakes and 587 trimmed.

The largest buyer was Vanguard Group, adding an estimated $7.44B. The largest seller was Goldman Sachs, cutting an estimated $4.43B.

  • 2,122 institutional investors held Tesla (TSLA) as of Q4 2020, up from 1,682 in Q3 2020.
  • Funds reported $308B of Tesla stock for Q4 2020, up 79% quarter-over-quarter.
  • 561 funds opened new Tesla positions in Q4 2020 and 92 closed out, a net change of +469 holders.
  • The largest Tesla buyer in Q4 2020 was Vanguard Group, an estimated $7.44B added.
  • The largest Tesla seller in Q4 2020 was Goldman Sachs, an estimated $4.43B sold.

Based on aggregated 13F filings for Q4 2020.