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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
PA
2301
Parkside Advisors
California
$444K
TCWA
2302
Turtle Creek Wealth Advisors
Texas
$443K +$423K +1,781 New
OCM
2303
Objective Capital Management
Ohio
$442K +$40.4K +170 +11%
MRWM
2304
ML&R Wealth Management
Texas
$442K -$9.51K -40 -2%
KPWG
2305
KFA Private Wealth Group
Virginia
$441K +$15.9K +67 +4%
CCA
2306
Cobblestone Capital Advisors
New York
$441K -$28.3K -119 -6%
FNT
2307
First Nebraska Trust
Nebraska
$440K -$4.75K -20 -1%
QFA
2308
Quantum Financial Advisors
California
$439K -$21.6K -91 -5%
KIA
2309
KLR Investment Advisors
Rhode Island
$439K +$19.5K +82 +5%
HWP
2310
Heritage Wealth Partners
Ohio
$439K +$19.3K +81 +5%
MW
2311
Maia Wealth
Colorado
$438K +$419K +1,763 New
BFIM
2312
Beese Fulmer Investment Management
Ohio
$437K +$143K +600 +52%
GAB
2313
German American Bancorp
Indiana
$436K +$17.8K +75 +4%
WI
2314
Wintrust Investments
Illinois
$436K -$19.7K -83 -5%
SRSA
2315
S.R. Schill & Associates
Washington
$435K
CT
2316
Caldwell Trust
Florida
$434K -$125K -526 -23%
WCM
2317
Wealthcare Capital Management
Virginia
$433K +$13.3K +56 +3%
PWM
2318
Prentice Wealth Management
New York
$432K +$9.74K +41 +2%
DFA
2319
DHJJ Financial Advisors
Illinois
$431K +$367K +1,545 +809%
BWA
2320
Beam Wealth Advisors
Louisiana
$430K +$7.13K +30 +2%
SVCP
2321
Silicon Valley Capital Partners
California
$430K
GSIS
2322
Global Strategic Investment Solutions
Arizona
$428K -$4.51K -19 -1%
SAM
2323
Simplify Asset Management
Nevada
$427K -$42.3K -178 -9%
MSA
2324
McAlister Sweet & Associates
Texas
$427K
BCM
2325
Boltwood Capital Management
California
$427K +$22.6K +95 +6%

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.