Fiduciary Alliance LLC Has $14.93 Million Position in Tesla, Inc. $TSLA

Key Points

• Fiduciary Alliance LLC increased its Tesla stake 15.8% in Q4 to 33,206 shares worth about $14.93 million, representing roughly 1.0% of its portfolio and its 19th largest holding.
• Corporate insiders sold 53,804 Tesla shares (~$20.87 million) last quarter, including Director Kathleen Wilson‑Thompson (25,809 shares) and CFO Vaibhav Taneja (2,264 shares), leaving insiders with about 19.9% ownership.
• Market sentiment is mixed ahead of Tesla’s April 22 earnings—management faces a Q1 delivery shortfall and inventory build‑up, but potential catalysts include a cheaper new EV, AI/terafab initiatives and FSD progress; analysts’ consensus rating is Hold with a $400.01 price target.

Fiduciary Alliance LLC increased its holdings in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 15.8% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 33,206 shares of the electric vehicle producer's stock after acquiring an additional 4,541 shares during the period. Tesla comprises about 1.0% of Fiduciary Alliance LLC's investment portfolio, making the stock its 19th biggest position. Fiduciary Alliance LLC's holdings in Tesla were worth $14,933,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in TSLA. Holocene Advisors LP boosted its position in shares of Tesla by 132.2% during the 3rd quarter. Holocene Advisors LP now owns 6,157,000 shares of the electric vehicle producer's stock valued at $2,738,141,000 after acquiring an additional 3,505,000 shares in the last quarter. Jennison Associates LLC boosted its position in shares of Tesla by 38.3% during the 3rd quarter. Jennison Associates LLC now owns 10,909,666 shares of the electric vehicle producer's stock valued at $4,851,747,000 after acquiring an additional 3,021,550 shares in the last quarter. Capital World Investors boosted its position in shares of Tesla by 5.8% during the 3rd quarter. Capital World Investors now owns 44,035,949 shares of the electric vehicle producer's stock valued at $19,583,547,000 after acquiring an additional 2,403,019 shares in the last quarter. SG Americas Securities LLC boosted its position in shares of Tesla by 788.2% during the 4th quarter. SG Americas Securities LLC now owns 1,226,536 shares of the electric vehicle producer's stock valued at $551,598,000 after acquiring an additional 1,088,437 shares in the last quarter. Finally, Vanguard Group Inc. boosted its position in shares of Tesla by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 252,386,304 shares of the electric vehicle producer's stock valued at $112,241,237,000 after acquiring an additional 995,623 shares in the last quarter. 66.20% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, Director Kathleen Wilson-Thompson sold 25,809 shares of the company's stock in a transaction that occurred on Monday, March 30th. The shares were sold at an average price of $359.33, for a total transaction of $9,273,947.97. Following the transaction, the director directly owned 33,860 shares in the company, valued at approximately $12,166,913.80. This represents a 43.25% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Vaibhav Taneja sold 2,264 shares of the company's stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $397.03, for a total transaction of $898,875.92. Following the transaction, the chief financial officer owned 18,106 shares in the company, valued at $7,188,625.18. The trade was a 11.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 53,804 shares of company stock valued at $20,865,598 in the last quarter. 19.90% of the stock is currently owned by corporate insiders.

Tesla News Roundup

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Tesla is reportedly developing a new smaller, cheaper electric SUV — investors see this as a potential volume catalyst that could revive growth after falling deliveries. Some coverage frames the move as a strategic shift toward the mass market. Reuters: Tesla developing new smaller, cheaper EV
• Positive Sentiment: Cathie Wood/ARK continued buying into the dip (multi‑million dollar purchases), which supports retail and momentum flows and can buoy the stock while headline risk persists. Blockonomi: Cathie Wood doubles down on Tesla
• Positive Sentiment: Tesla figures in Terafab/AI chip initiatives alongside Intel, SpaceX and xAI — a narrative that ties Tesla to AI infrastructure upside and attracts investor interest beyond pure automotive metrics. Yahoo Finance: Tesla’s Terafab AI chip push
• Positive Sentiment: New Full Self‑Driving (FSD) software releases and tighter controls on FSD hacks give investors confidence in the autonomy roadmap, a non‑automotive growth thesis that supports higher valuation multiples. TipRanks: Tesla gains as it cracks down on FSD hacks
• Neutral Sentiment: Deutsche Bank trimmed its price target modestly (from $480 to $465) but kept a Buy rating — a small technical adjustment that doesn’t change the overall institutional stance for some investors. MarketScreener: Deutsche Bank adjusts TSLA PT
• Neutral Sentiment: Several outlets note the market is waiting for Tesla’s April 22 earnings; media chatter about a revived cheap model is being priced in ahead of the print, so headlines may move sentiment but fundamentals will be tested at the report. Barchart: Tesla earnings preview
• Negative Sentiment: Tesla missed Q1 delivery expectations and has a sizable inventory build‑up — the core demand signal that prompted recent analyst downgrades and keeps downside risk elevated until deliveries and margins stabilize. Yahoo Finance: Tesla missed Q1 deliveries
• Negative Sentiment: Prominent bearish calls persist: JPMorgan (very low $145 target), GLJ Research and other outfits warn of steep downside tied to inventory, margin pressure from a lower‑cost model and fading options tailwinds — these keep volatility and selling pressure possible. Barchart: JPMorgan maintains bearish view
• Negative Sentiment: Technical and governance headlines (death‑cross on moving averages, scrutiny from legendary short sellers and concerns about Elon Musk’s attention being split by SpaceX/xAI) add to the negative backdrop and can amplify short‑term downside. Benzinga: Death cross, Cathie Wood buys Benzinga: Short‑seller James Chanos watches Tesla

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on TSLA. Robert W. Baird decreased their target price on shares of Tesla from $548.00 to $538.00 and set an "outperform" rating on the stock in a research report on Thursday, April 2nd. Zacks Research lowered shares of Tesla from a "hold" rating to a "strong sell" rating in a research report on Monday, March 30th. JPMorgan Chase & Co. reiterated a "sell" rating on shares of Tesla in a research report on Tuesday. Weiss Ratings restated a "hold (c-)" rating on shares of Tesla in a research report on Tuesday, January 27th. Finally, Stifel Nicolaus set a $508.00 price objective on shares of Tesla in a research note on Thursday, January 29th. Nineteen equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and ten have given a Sell rating to the company. Based on data from MarketBeat.com, Tesla presently has an average rating of "Hold" and a consensus price target of $400.01.

Tesla Stock Performance

NASDAQ:TSLA opened at $345.62 on Friday. Tesla, Inc. has a 1 year low of $222.79 and a 1 year high of $498.83. The firm has a 50 day moving average of $394.55 and a 200-day moving average of $425.41. The company has a current ratio of 2.16, a quick ratio of 1.77 and a debt-to-equity ratio of 0.08. The stock has a market capitalization of $1.30 trillion, a P/E ratio of 320.02, a price-to-earnings-growth ratio of 10.27 and a beta of 1.91.

Tesla (NASDAQ:TSLA - Get Free Report) last posted its earnings results on Wednesday, January 28th. The electric vehicle producer reported $0.50 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.45 by $0.05. Tesla had a net margin of 4.00% and a return on equity of 4.86%. The company had revenue of $24.90 billion during the quarter, compared to analysts' expectations of $24.75 billion. During the same quarter in the previous year, the company posted $0.73 earnings per share. Tesla's quarterly revenue was down 3.1% compared to the same quarter last year. As a group, sell-side analysts anticipate that Tesla, Inc. will post 2.56 EPS for the current fiscal year.

About Tesla

Tesla, Inc NASDAQ: TSLA is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company's stated mission is to accelerate the world's transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.

Tesla's automotive business includes a lineup of battery‑electric vehicles and related services.

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