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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$57.1B +$919M +3,866,361 +2%
BlackRock
2
BlackRock
New York
$46.8B +$364M +1,530,247 +0.8%
State Street
3
State Street
Massachusetts
$27.1B +$953M +4,010,136 +4%
Morgan Stanley
4
Morgan Stanley
New York
$16.4B +$8.52B +35,829,703 +119%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$13.7B +$328M +1,380,632 +3%
Capital World Investors
6
Capital World Investors
California
$10.2B -$16.2M -68,107 -0.2%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$9.03B +$584M +2,458,238 +42%
Norges Bank
8
Norges Bank
Norway
$7.84B +$632M +2,657,818 +9%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$7.29B +$74.2M +312,395 +1%
JP Morgan Chase
10
JP Morgan Chase
New York
$7.02B -$281M -1,181,037 -4%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$6.5B -$106M -445,975 -2%
Northern Trust
12
Northern Trust
Illinois
$6.42B -$409M -1,720,157 -6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$4.7B -$51.8M -218,130 -1%
Baillie Gifford & Co
14
Baillie Gifford & Co
United Kingdom
$4.65B -$857M -3,604,862 -16%
BAMCO Inc
15
BAMCO Inc
New York
$4.4B +$9.4M +39,544 +0.2%
Legal & General Group
16
Legal & General Group
United Kingdom
$4.28B +$19.9M +83,745 +0.5%
Goldman Sachs
17
Goldman Sachs
New York
$4.09B +$205M +864,608 +6%
Jennison Associates
18
Jennison Associates
New York
$3.88B -$717M -3,015,358 -16%
UBS AM
19
UBS AM
Illinois
$3.84B +$81.6M +343,251 +2%
Charles Schwab
20
Charles Schwab
California
$3.77B +$109M +458,804 +3%
N
21
Nuveen
North Carolina
$3.75B -$16.7M -70,169 -0.5%
Bank of America
22
Bank of America
North Carolina
$3.01B +$491M +2,066,363 +21%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$2.5B -$55.1M -231,760 -2%
Invesco
24
Invesco
Georgia
$2.49B +$471M +1,979,885 +25%
Barclays
25
Barclays
United Kingdom
$2.28B +$241M +1,013,638 +12%

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.