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2,150 hedge funds and large institutions have $270B invested in Tesla in 2021 Q1 according to their latest regulatory filings, with 226 funds opening new positions, 934 increasing their positions, 810 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 170

15% more repeat investments, than reductions

Existing positions increased: 934 | Existing positions reduced: 810

1% more funds holding

Funds holding: 2,1222,150 (+28)

1% less call options, than puts

Call options by funds: $94.8B | Put options by funds: $95.8B

11.02% less ownership

Funds ownership: 137.75%126.73% (-11%)

12% less funds holding in top 10

Funds holding in top 10: 236207 (-29)

12% less capital invested

Capital invested by funds: $308B → $270B (-$38.1B)

Holders
2,150
Holders Change
+28
Holders Change %
+1.32%
% of All Funds
37.75%
Holding in Top 10
207
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-12.29%
% of All Funds
3.63%
New
226
Increased
934
Reduced
810
Closed
170
Calls
$94.8B
Puts
$95.8B
Net Calls
-$976M
Net Calls Change
+$53.8B
Name Holding Trade Value Shares
Change
Change in
Stake
CPFP
2076
Clear Perspectives Financial Planning
Ohio
$37K
NC
2077
NewSquare Capital
Pennsylvania
$36K -$11.3K -45 -22%
CQS
2078
Credential Qtrade Securities
$34.7K -$141K -561 -78%
WFA
2079
West Financial Advisors
Iowa
$34K
TJHA
2080
Thomas J. Herzfeld Advisors
Florida
$34K +$753 +3 +2%
WIM
2081
Westside Investment Management
California
$33.9K +$30.9K +123 +5%
HH
2082
HWG Holdings
Texas
$33K -$2.36M -9,414 -98%
CL
2083
COWA LLC
Oklahoma
$33K -$42.2K -168 -53%
GA
2084
GoalVest Advisory
New York
$33K
DAM
2085
Delta Asset Management
Tennessee
$32K +$7.53K +30 +26%
CCMW
2086
Cypress Capital Management (Wyoming)
Wyoming
$30K
LWA
2087
Lowe Wealth Advisors
Maryland
$29K
CIR
2088
Clear Investment Research
Georgia
$28K +$3.77K +15 +14%
MIM
2089
Meridiem Investment Management
United Kingdom
$27K
GCM
2090
Gladius Capital Management
Illinois
$27K +$30.1K +120 New
BMD
2091
Better Money Decisions
New Mexico
$24K +$27.1K +108 New
COCM
2092
Charter Oak Capital Management
New Hampshire
$23K -$15.1K -60 -36%
HCP
2093
Hexagon Capital Partners
Arkansas
$22K -$1.67M -6,657 -99%
SFO
2094
Standard Family Office
South Dakota
$21K
LF
2095
Lee Financial
Texas
$21K +$1.51K +6 +7%
CCC
2096
Crescent Capital Consulting
Louisiana
$21K +$7.53K +30 +48%
DI
2097
Disciplined Investments
Oklahoma
$20K -$14.3K -57 -39%
BA
2098
Bellwether Advisors
Nebraska
$17K -$600K -2,391 -97%
FMTCOCP
2099
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K
NSB
2100
Norway Savings Bank
Maine
$17K

TSLA Hedge Fund Activity: Q1 2021 in Review

2,150 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q1 2021, worth a combined $270B — down 12% from $308B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new TSLA positions and 170 closed out — a net gain of 56 holders — while 934 added to existing stakes and 810 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $1.24B. The largest seller was Baillie Gifford & Co, cutting an estimated $8.35B.

  • 2,150 institutional investors held Tesla (TSLA) as of Q1 2021, up from 2,122 in Q4 2020.
  • Funds reported $270B of Tesla stock for Q1 2021, down 12% quarter-over-quarter.
  • 226 funds opened new Tesla positions in Q1 2021 and 170 closed out, a net change of +56 holders.
  • The largest Tesla buyer in Q1 2021 was ARK Investment Management, an estimated $1.24B added.
  • The largest Tesla seller in Q1 2021 was Baillie Gifford & Co, an estimated $8.35B sold.

Based on aggregated 13F filings for Q1 2021.