Tesla’s (TSLA) Growth Outlook Hinges on AI, Not Just EV Sales
Tesla (NASDAQ: TSLA) is one of the AI Stocks to Watch. Tesla (NASDAQ: TSLA)’s physical AI strategy is increasingly being seen as a multi-layered, multi-year growth driver on Wall Street.
Tesla Inc. (TSLA)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 43,725,100 | $19,664,051,972 | +20% | 2.95% | |
| 2. | 32,137,700 | $14,452,966,444 | -5% | 2.17% | |
| 3. | Holocene Advisors Brandon Haley | 5,584,163 | $2,511,309,784 | -10% | 5.27% |
| 4. | Newlands Management Operations LLC Michael Abramson And Jan Koum | 3,766,106 | $1,693,693,190 | 8.73% | |
| 5. | 3,268,500 | $1,469,909,820 | -1% | 2.73% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $396.36 | 17,536 | $6,950,551.42 | 413,362,808 | 2025-09-12 | Filing | |
| $395.53 | 116,948 | $46,255,974.65 | 413,345,272 | 2025-09-12 | Filing | |
| $394.76 | 290,501 | $114,679,336.76 | 413,228,324 | 2025-09-12 | Filing | |
| $393.70 | 332,908 | $131,067,211.23 | 412,937,823 | 2025-09-12 | Filing | |
| $392.78 | 227,384 | $89,311,660.14 | 412,604,915 | 2025-09-12 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $457.88 | 614 | $281,136.48 | 577,031 | 2026-01-02 | Filing | |
| $457.14 | 680 | $310,856.56 | 577,645 | 2026-01-02 | Filing | |
| $455.95 | 1,191 | $543,037.64 | 578,325 | 2026-01-02 | Filing | |
| $454.62 | 600 | $272,771.40 | 579,516 | 2026-01-02 | Filing | |
| $453.52 | 5,927 | $2,687,983.41 | 580,116 | 2026-01-02 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 258,925,024 | $116,443,761,793 | 1.69% | |
| 2. | 209,563,808 | $94,245,035,940 | 1.59% | |
| 3. | 114,842,934 | $51,647,164,278 | 1.73% | |
| 4. | 65,700,975 | $29,426,070,078 | 1.82% | |
| 5. | 47,374,500 | $21,305,260,140 | 2.45% |
News See All
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Baron Partners Fund Trimmed Tesla (TSLA) Despite Increased Confidence
Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Partners Fund”. A copy of the letter can be downloaded here.
Jim Cramer on Tesla (TSLA): “Nobody Cares About the Numbers Here”
That same night, we got results from Tesla, which actually beat numbers, but nobody cares about the numbers here, as electric vehicles are the past.
Rowan Street Capital’s New Addition: Tesla (TSLA)
Rowan Street Capital, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.
Tesla (TSLA) Remains a Battleground Stock as Analysts Weigh AI Optionality
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