Institutional investors including Tredje AP-fonden, Siligmueller & Norvid Wealth Advisors, and King Luther Capital Management significantly increased or initiated positions in Tesla shares during Q3 2025, per recent SEC filings. These moves contribute to 66.20% institutional ownership, contrasting recent insider sales.
Tesla Inc. (NASDAQ:TSLA) attracted fresh interest from institutional investors in the third quarter of 2025, as revealed in recent Securities and Exchange Commission filings. Swedish pension fund Tredje AP-fonden started a new position with 34,495 shares valued at $15.34 million. Siligmueller & Norvid Wealth Advisors LLC bought 1,550 shares worth $690,000. King Luther Capital Management Corp boosted its stake by 88%—adding 5,125 shares—to 10,950 shares valued at $4.87 million. Other notable moves include Norges Bank's new Q2 position worth $11.84 billion and Vanguard Group Inc.'s 1.8% increase to 251.39 million shares valued at $79.86 billion.
Institutions now hold 66.20% of Tesla's outstanding stock. In contrast, insiders sold 119,457 shares worth $53.5 million over the past 90 days, reducing their ownership to 19.90%. Key sales: Director Kimbal Musk (56,820 shares at $450.66, $25.61 million on Dec. 9), Director James R. Murdoch (60,000 shares at $445.40, $26.72 million on Jan. 2), and CFO Vaibhav Taneja (2,637 shares at $443.93, $1.17 million on Dec. 8).
Tesla's Q4 2025 earnings on Jan. 28 showed $0.50 per share (beating $0.45 estimates) and $24.90 billion revenue (above $24.75 billion forecast but down 3.1% YoY). Shares opened at $411.82 on Friday with a $1.55 trillion market cap and P/E of 381.31.
Analysts consensus is 'Hold' with a $408.09 average price target. Recent highlights: Tigress Financial's Buy/$550 initiation; Full Self-Driving subscriptions rollout; Optimus robot optimism; Cybertruck base price cut to $59,990; federal judge upholds $243 million Autopilot verdict.