We are live on ! Find out more

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
RI
2226
Ridgewood Investments
New Jersey
$493K +$58.5K +246 +14%
RA
2227
Rational Advisors
New York
$491K -$1.95M -8,212 -81%
RC
2228
Roundview Capital
New Jersey
$491K -$1.37M -5,759 -74%
SFG
2229
Sovereign Financial Group
Connecticut
$491K +$28K +118 +6%
MWP
2230
Meridian Wealth Partners
Pennsylvania
$490K -$3.8K -16 -0.8%
CA
2231
Cornerstone Advisory
Maryland
$490K +$117K +493 +33%
MBI
2232
May Barnhard Investments
Maryland
$490K +$468K +1,970 New
WIM
2233
Warwick Investment Management
Texas
$490K +$468K +1,970 New
KWA
2234
Kellett Wealth Advisors
Ohio
$489K -$99.3K -418 -18%
CAM
2235
Clark Asset Management
New Hampshire
$488K -$29K -122 -6%
FWM
2236
Fairhaven Wealth Management
Illinois
$487K +$106K +446 +29%
SCP
2237
Stamos Capital Partners
California
$487K -$1.2M -5,030 -72%
ACM
2238
Arcataur Capital Management
Wisconsin
$487K
HIM
2239
Hillsdale Investment Management
Ontario, Canada
$486K -$7.13K -30 -2%
FMTC
2240
Farmers & Merchants Trust Company
California
$486K
FG
2241
Fairman Group
Pennsylvania
$486K +$465K +1,956 New
EWM
2242
EPG Wealth Management
Georgia
$485K +$162K +682 +35%
EFSCE
2243
Enterprise Financial Services Corp (EFSC)
Missouri
$485K +$9.03K +38 +2%
UW
2244
Unique Wealth
Florida
$484K +$91.3K +384 +25%
IBOK
2245
Independence Bank of Kentucky
Kentucky
$484K -$1.9K -8 -0.4%
AWS
2246
Arkfeld Wealth Strategies
Nebraska
$482K +$94.6K +398 +24%
KA
2247
Kure Advisory
Minnesota
$481K +$25.9K +109 +6%
NRC
2248
New Republic Capital
North Carolina
$480K +$53.5K +225 +13%
MPM
2249
Meritage Portfolio Management
Kansas
$479K -$46.1K -194 -9%
MHR
2250
Matthew Hamilton Rosenberg
$479K +$8.79K +37 +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.