Hedge Funds Reveal Shifts in Tesla Holdings: Key Insights
During our analysis of the latest 13F filings for the reporting period ending March 31, 2025, we found that Tesla Inc (Symbol: TSLA) was a notable investment for 51 hedge funds. When a significant number of fund managers hold similar views, it warrants a deeper examination.
However, it’s vital to note that 13F filings only provide insight into the long positions of these funds, as there is no requirement to disclose short positions. For instance, a fund may hedge its bearish stance on Tesla by shorting shares but still maintain a long position, which can convey a misleading overall sentiment if viewed in isolation.
With this in mind, analyzing the consolidate data from these filings can reveal trends and changes in sentiment. Below we outline the recent changes in TSLA positions across various funds:
| Fund | New Position? | Change In Share Count | Change In Market Value ($ in 1000’s) |
|---|---|---|---|
| McCarthy Asset Management Inc. | Existing | UNCH | –$191 |
| Luminist Capital LLC | NEW | +10 | +$3 |
| Taikang Asset Management Hong Kong Co Ltd | Existing | –36,668 | –$34,904 |
| CSM Advisors LLC | Existing | +725 | +$71 |
| Full Sail Capital LLC | NEW | +1,309 | +$339 |
| Comerica Bank | Existing | –6,736 | –$58,334 |
| Freedom Investment Management Inc. | Existing | +687 | –$899 |
| RPg Family Wealth Advisory LLC | NEW | +3,414 | +$885 |
| Synovus Financial Corp | Existing | +2,841 | –$2,974 |
| Healthcare of Ontario Pension Plan Trust Fund | Existing | +351,748 | +$25,719 |
| Wealth Preservation Advisors LLC | NEW | +2,006 | +$520 |
| B. Metzler seel. Sohn & Co. AG | Existing | +3,812 | –$26,636 |
| Transamerica Financial Advisors LLC | Existing | UNCH | –$2 |
| Delta Investment Management LLC | Existing | –554 | –$1,311 |
| Paces Ferry Wealth Advisors LLC | Existing | –436 | –$665 |
| Triad Wealth Partners LLC | Existing | +1,382 | +$59 |
| Jane Street Group LLC | Existing | –9,176,901 | –$2,159,363 |
| Bank of Hawaii | Existing | –1,344 | –$2,594 |
| Corebridge Financial Inc. | Existing | –27,708 | –$120,645 |
| Evergreen Wealth Solutions LLC | Existing | +204 | –$69 |
| Virtus Advisers LLC | NEW | +595 | +$154 |
| Concourse Financial Group Securities Inc. | Existing | –19,021 | –$7,681 |
| NCM Capital Management LLC | NEW | +4,018 | +$1,041 |
| PEAK6 LLC | Existing | –2,581,804 | –$819,004 |
| Silvant Capital Management LLC | Existing | UNCH | –$1,429 |
| Guggenheim Capital LLC | Existing | –96,280 | –$87,437 |
| RB Capital Management LLC | Existing | +91 | –$359 |
| FORA Capital LLC | Existing | –3,840 | –$4,221 |
| PKS Advisory Services LLC | Existing | +875 | –$37 |
| Harvest Portfolios Group Inc. | NEW | +153,706 | +$39,834 |
| Widmann Financial Services Inc. | Existing | –10,992 | –$5,195 |
| Orion Capital Management LLC | Existing | –2,526 | –$1,084 |
| WCG Wealth Advisors LLC | Existing | –2,787 | –$4,224 |
Recent Hedge Fund Filings Reveal Changes in Tesla Holdings
| Firm Name | Status | Share Change | Value Change |
| WealthTrust Axiom LLC | Existing | +304 | –$119 |
| South Plains Financial Inc. | Existing | +402 | –$224 |
| Caisse DE Depot ET Placement DU Quebec | Existing | –120,504 | –$167,158 |
| BWM Planning LLC | Existing | +22 | –$224 |
| CreativeOne Wealth LLC | Existing | +7,993 | –$4,235 |
| Ieq Capital LLC | Existing | +156,300 | +$5,757 |
| Warwick Investment Management Inc. | Existing | +578 | –$103 |
| Zuckerman Investment Group LLC | Existing | +826 | –$1,270 |
| Quadcap Wealth Management LLC | Existing | +2,197 | –$1,729 |
| GABELLI & Co INVESTMENT ADVISERS INC. | Existing | UNCH | –$130 |
| Redwood Investment Management LLC | Existing | +1,756 | –$133 |
| Per Stirling Capital Management LLC. | Existing | –216 | –$421 |
| Samalin Investment Counsel LLC | Existing | –281 | –$1,081 |
| Gamco Investors INC. ET AL | Existing | +7,469 | –$283 |
| Aristides Capital LLC | Existing | +74,000 | +$31,331 |
| Rafferty Asset Management LLC | Existing | +342,834 | –$337,281 |
| Aggregate Change: | –10,966,684 | –$3,747,628 | |
In the latest analysis, 22 funds increased their existing Tesla (TSLA) positions from December 31, 2024, to March 31, 2025. Meanwhile, 18 funds reduced their holdings, and there were 7 new positions. Notably, several firms like FWG Investments LLC and Gabelli Funds LLC exited their TSLA common stock as of March 31, 2025.
We aggregated data for all funds reporting TSLA holdings for the period ending March 31, 2025. This group included 5,420 funds analyzed. Comparing the TSLA share count from December 31, 2024, to the most recent reporting period, we found an increase of 2,921,593 shares. This raised the total from 1,025,703,122 to 1,028,624,715 shares, representing a growth of approximately 0.28%.
Top Three TSLA Holders as of March 31, 2025
The analysis of hedge fund filings reveals that tracking aggregate data can provide critical insights, as individual 13F filings may sometimes mislead due to their long-only nature. Observing groups of funds across reporting periods reveals trends that might warrant further investigation, particularly regarding investment opportunities like Tesla Inc (Symbol: TSLA).
The views and opinions expressed herein are those of the author and may not reflect those of Nasdaq, Inc.
