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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
LCGC
2201
Legacy Capital Group California
California
$508K -$1.43M -5,999 -75%
MWS
2202
Maxwell Wealth Strategies
California
$508K +$486K +2,045 New
MFA
2203
Morling Financial Advisors
California
$508K +$37.5K +158 +8%
SCA
2204
Scott Capital Advisors
Oregon
$506K
WTA
2205
Washington Trust Advisors
Massachusetts
$505K +$123K +518 +34%
GGS
2206
Galvin Gaustad & Stein
Arizona
$505K -$14.3K -60 -3%
WWP
2207
Waypoint Wealth Partners
California
$504K +$7.13K +30 +2%
PFA
2208
Pathway Financial Advisors
Vermont
$502K +$208K +874 +76%
SHFA
2209
SS&H Financial Advisors
Michigan
$502K -$47.5K -200 -9%
LFG
2210
Lazard Frères Gestion
France
$502K
C1AG
2211
Client 1st Advisory Group
Florida
$502K -$247K -1,040 -34%
AWM
2212
Aprio Wealth Management
Georgia
$502K -$1.66K -7 -0.3%
IA
2213
Inspire Advisors
Idaho
$501K +$21.9K +92 +5%
BCM
2214
Becker Capital Management
Oregon
$500K +$9.51K +40 +2%
CB
2215
Cadence Bank
Mississippi
$500K
JWM
2216
Janiczek Wealth Management
Colorado
$500K +$19.7K +83 +4%
FS
2217
Financial Symmetry
North Carolina
$499K +$477K +2,007 New
S4W
2218
Solutions 4 Wealth
Texas
$498K +$477K +2,005 New
SIG
2219
Stonegate Investment Group
Alabama
$498K +$7.13K +30 +2%
VFG
2220
Victory Financial Group
Texas
$497K +$476K +2,002 New
NFC
2221
Northeast Financial Consultants
Connecticut
$497K +$1.66K +7 +0.4%
PFM
2222
Peak Financial Management
Massachusetts
$496K -$89.4K -376 -16%
CWA
2223
CJM Wealth Advisers
Virginia
$496K -$21.9K -92 -4%
SFA
2224
Source Financial Advisors
New York
$494K -$9.74K -41 -2%
CCG
2225
Catalina Capital Group
California
$494K +$472K +1,987 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.