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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
EWA
2151
Encompass Wealth Advisors
Oregon
$547K -$11.9K -50 -2%
BWM
2152
Boyd Wealth Management
California
$547K
FCM
2153
Firestone Capital Management
Florida
$546K +$1.19K +5 +0.2%
WC
2154
Weil Company
California
$546K
MHWM
2155
Montz Harcus Wealth Management
Louisiana
$544K +$2.61K +11 +0.5%
ETIA
2156
Epic Trust Investment Advisors
Washington
$544K +$84.4K +355 +19%
BFA
2157
Bill Few Associates
Pennsylvania
$544K +$239K +1,005 +46%
HCM
2158
Hall Capital Management
Rhode Island
$544K +$238 +1 +0%
HWM
2159
HFG Wealth Management
Texas
$540K +$517K +2,175 New
NJBEST
2160
New Jersey Better Educational Savings Trust
New Jersey
$540K
VF
2161
VitalStone Financial
Texas
$539K +$1.9K +8 +0.4%
BIA
2162
Bell Investment Advisors
California
$538K -$5.7K -24 -1%
SP
2163
Stonebrook Private
Michigan
$538K +$515K +2,167 New
AFG
2164
Altiora Financial Group
Ohio
$538K +$514K +2,164 New
VLC
2165
Van Leeuwen & Company
New Jersey
$537K +$25.4K +107 +5%
LL
2166
LWMG LLC
Minnesota
$536K +$38.5K +162 +8%
MIM
2167
Merrion Investment Management
New Jersey
$535K
LWM
2168
LongView Wealth Management
Georgia
$535K +$541K +2,277 New
MPIA
2169
Mountain Pacific Investment Advisers
Idaho
$534K +$510K +2,148 New
RFP
2170
Root Financial Partners
California
$532K +$122K +513 +32%
WHC
2171
Wulff, Hansen & Co
California
$528K +$238K +1,000 +89%
HP
2172
Holistic Planning
Texas
$527K +$504K +2,121 New
B
2173
Barings
North Carolina
$526K +$175K +738 +53%
GWM
2174
Greenwich Wealth Management
Connecticut
$526K +$119K +500 +31%
CCM
2175
Chiron Capital Management
Florida
$525K +$1.19K +5 +0.2%

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.