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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
BIAS
2126
Beacon Investment Advisory Services
New Jersey
$562K +$18.8K +79 +4%
PCG
2127
PFC Capital Group
California
$562K +$538K +2,265 New
WFAG
2128
Wescott Financial Advisory Group
Pennsylvania
$562K +$6.65K +28 +1%
KFG
2129
Kingdom Financial Group
Arizona
$561K +$18.8K +79 +4%
SPIO
2130
Seven Post Investment Office
California
$559K
SI
2131
Sprott Inc
Ontario, Canada
$559K
BPFA
2132
Barnes Pettey Financial Advisors
Mississippi
$559K +$74.9K +315 +16%
BWM
2133
BCGM Wealth Management
Indiana
$558K
AIC
2134
Archer Investment Corporation
Indiana
$557K -$6.42K -27 -1%
M1FG
2135
Mach-1 Financial Group
Arkansas
$556K +$34.5K +145 +7%
PWM
2136
PBMares Wealth Management
Virginia
$555K -$18.8K -79 -3%
KCM
2137
KRS Capital Management
Michigan
$555K
CAL
2138
Capital Advisors Ltd
Ohio
$555K +$11.6K +49 +2%
ACG
2139
Allen Capital Group
Nebraska
$554K +$19K +80 +4%
ACC
2140
Acorn Creek Capital
Colorado
$554K +$530K +2,229 New
SIM
2141
SSI Investment Management
California
$553K -$1.9K -8 -0.4%
SWM
2142
Stockman Wealth Management
Montana
$553K -$367K -1,543 -41%
WDL
2143
Well Done LLC
Michigan
$552K +$7.84K +33 +2%
ACA
2144
Aspire Capital Advisors
Washington
$551K +$36.4K +153 +7%
FWA
2145
FSM Wealth Advisors
Ohio
$551K +$111K +466 +27%
RWA
2146
Rooted Wealth Advisors
Illinois
$551K +$245K +1,031 +53%
IFU
2147
iSAM Funds (UK)
United Kingdom
$550K +$526K +2,212 New
MAG
2148
M3 Advisory Group
Massachusetts
$549K +$525K +2,208 New
SWP
2149
Summit Wealth Partners
Florida
$549K +$11.6K +49 +2%
SW
2150
Simplicity Wealth
New Jersey
$548K +$524K +2,205 New

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.