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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
APM
2251
Advanced Portfolio Management
New York
$479K +$50.4K +212 +12%
TWP
2252
Total Wealth Planning
Ohio
$478K -$14K -59 -3%
SC
2253
Schubert & Co
Texas
$478K -$18.5K -78 -4%
JWM
2254
Jupiter Wealth Management
Colorado
$477K +$314K +1,320 +220%
WCG
2255
Weaver Consulting Group
California
$476K -$1.43K -6 -0.3%
PP
2256
Pegasus Partners
Wisconsin
$476K -$49.2K -207 -10%
ASBI
2257
American State Bank (Iowa)
Iowa
$476K +$18.3K +77 +4%
NERM
2258
New England Research & Management
Illinois
$475K +$220K +925 +94%
2L
2259
25 LLC
Missouri
$475K +$1.19K +5 +0.3%
CAS
2260
Coppell Advisory Solutions
Texas
$475K +$300K +1,262 +195%
AWM
2261
Austin Wealth Management
Texas
$474K +$33K +139 +6%
VCM
2262
Versant Capital Management
Arizona
$474K -$1.19K -5 -0.3%
MWPCG
2263
Measured Wealth Private Client Group
New Hampshire
$473K -$59.4K -250 -12%
LI
2264
LVZ Inc
Michigan
$473K +$35.2K +148 +8%
A
2265
AlphaQuest
New York
$471K +$451K +1,897 New
FFA
2266
Fragasso Financial Advisors
Pennsylvania
$470K +$26.9K +113 +6%
PWM
2267
Proathlete Wealth Management
Florida
$469K +$449K +1,888 New
SWA
2268
Sax Wealth Advisors
New Jersey
$469K -$679K -2,857 -60%
NRD
2269
Nebula Research & Development
New York
$468K +$447K +1,882 New
SIA
2270
SeaBridge Investment Advisors
New Jersey
$467K +$250K +1,050 +127%
AWM
2271
Altus Wealth Management
Kentucky
$466K +$19K +80 +4%
SFC
2272
Swisher Financial Concepts
Ohio
$466K +$504K +2,121 New
MWA
2273
Muirfield Wealth Advisors
North Carolina
$466K +$446K +1,875 New
DJSG
2274
D.J. St. Germain
Massachusetts
$466K -$87.5K -368 -16%
GFG
2275
Greystone Financial Group
Michigan
$466K +$1.66K +7 +0.4%

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.