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
Cohen & Steers
2376
Cohen & Steers
New York
$400K
PWP
2377
Phillips Wealth Planners
Mississippi
$400K -$5.94K -25 -1%
ONSWM
2378
Old North State Wealth Management
North Carolina
$399K -$21.2K -89 -5%
WCAMG
2379
Woodard & Company Asset Management Group
North Carolina
$399K -$59.4K -250 -13%
RCM
2380
Raleigh Capital Management
North Carolina
$399K +$131K +551 +52%
SA
2381
Scarborough Advisors
Maryland
$399K +$33.7K +142 +10%
LWM
2382
Lodestone Wealth Management
Washington
$398K +$3.09K +13 +0.8%
KDA
2383
Kraft Davis & Associates
Missouri
$398K +$18.5K +78 +4%
PWM
2384
Provident Wealth Management
Tennessee
$398K
HFAS
2385
Hummer Financial Advisory Services
Illinois
$398K
KFC
2386
Klingenstein Fields & Co
New York
$398K +$238 +1 +0.1%
GWAG
2387
Garrett Wealth Advisory Group
Texas
$398K
KFA
2388
Kapstone Financial Advisors
Ohio
$397K +$12.4K +52 +2%
IDBONY
2389
Israel Discount Bank of New York
New York
$397K
AWA
2390
Alaska Wealth Advisors
Alaska
$396K
EFG
2391
Embree Financial Group
Illinois
$396K +$379K +1,593 New
AF
2392
Apollon Financial
South Carolina
$395K +$378K +1,590 New
NC
2393
NinePointTwo Capital
California
$395K
RIA
2394
RPG Investment Advisory
California
$395K +$238 +1 +0.1%
CP
2395
Castleview Partners
Texas
$394K -$183K -768 -33%
WTFG
2396
Wells Trecaso Financial Group
Ohio
$393K -$9.27K -39 -2%
AGC
2397
Aspen Grove Capital
Colorado
$393K +$35.2K +148 +10%
AWM
2398
Absher Wealth Management
North Carolina
$393K
EGWAG
2399
Elwood & Goetz Wealth Advisory Group
Georgia
$393K +$32.3K +136 +9%
OFS
2400
Orrstown Financial Services
Pennsylvania
$393K +$375K +1,580 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.