Tesla, Inc. $TSLA Shares Acquired by ZEGA Investments LLC

Key Points

• ZEGA Investments LLC boosted its Tesla stake by 35.9% in Q4 to 31,895 shares (about $14.34 million), making TSLA its 10th-largest holding and 1.7% of the fund's assets.
• Investor sentiment is mixed: bullish momentum from Tesla's AI‑chip progress and positioning ahead of Q1 earnings has driven inflows, but potential multi‑billion‑dollar legal liabilities (~$14B) and recent insider selling (53,804 shares, ~$20.9M) present material downside risks.

ZEGA Investments LLC boosted its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 35.9% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 31,895 shares of the electric vehicle producer's stock after purchasing an additional 8,420 shares during the period. Tesla comprises 1.7% of ZEGA Investments LLC's holdings, making the stock its 10th largest position. ZEGA Investments LLC's holdings in Tesla were worth $14,344,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of TSLA. Networth Advisors LLC acquired a new position in Tesla in the 4th quarter valued at about $26,000. Chapman Financial Group LLC acquired a new position in Tesla in the 2nd quarter valued at about $26,000. Manning & Napier Advisors LLC acquired a new position in Tesla in the 3rd quarter valued at about $29,000. Prism Advisors Inc. acquired a new position in Tesla in the 4th quarter valued at about $30,000. Finally, Turning Point Benefit Group Inc. acquired a new position in Tesla in the 3rd quarter valued at about $30,000. Institutional investors and hedge funds own 66.20% of the company's stock.

More Tesla News

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: AI chip progress and analyst lift are boosting sentiment — Elon Musk and company updates about the AI5 chip tape‑out/physical chip drew strong investor attention and were cited as a primary reason for recent gains. Blockonomi reports the AI5 tape‑out and a UBS upgrade helped the rally. Tesla Stock Surges on AI5 Chip News and UBS Rating Boost
• Positive Sentiment: Short‑term technical and market drivers — several outlets point to a trading “buy” signal and broader tech rally (S&P/ Nasdaq strength, easing Middle East tensions) that have lifted TSLA into a rebound ahead of earnings. S&P 500 Posts Weekly Gain
• Positive Sentiment: Buy positioning into Q1 earnings — Wall Street positioning and upbeat profit‑surge estimates ahead of Tesla’s April 22 report are driving flows into the stock as investors bet on margin improvement and AI commentary. Tesla Rallies 5% as Q1 Earnings Loom
• Neutral Sentiment: Terafab recruiting and longer‑term chip ambitions — Tesla is hiring chip engineers in Taiwan for its Terafab project, underlining its long‑term AI/semiconductor push but implying heavy CAPEX and execution risk over years, not an immediate earnings driver. Tesla seeks Taiwan chip engineers for Terafab project
• Neutral Sentiment: Product/branding teasers (Cybercab/“golden era”) and Optimus hints keep excitement high but are speculative — social teasers can lift sentiment but may not translate into near‑term revenue. Tesla Signals 'Golden Era' In Mysterious Video
• Neutral Sentiment: High‑profile buys by prominent investors (e.g., Cathie Wood) add credibility but don’t remove underlying execution questions — they can support flows but aren’t a fundamental fix. Cathie Wood Just Bought 81,000 Shares of Tesla Stock
• Negative Sentiment: Legal exposure headline: potential multi‑billion dollar liabilities — reporting on >$14B in possible costs from active lawsuits is a material risk that could pressure sentiment and valuation if confirmed or escalates. “$14.5 Billion in Lawsuits”
• Negative Sentiment: Related‑party Cybertruck purchases and disclosure concerns — reporting that SpaceX bought a meaningful share of Cybertruck registrations raises governance and organic demand questions; investors worry about transparency and true end‑market strength. SpaceX Was Buying Cybertrucks in Bulk

Wall Street Analyst Weigh In

A number of research analysts recently commented on TSLA shares. DZ Bank reiterated a "sell" rating on shares of Tesla in a research note on Thursday, January 29th. Piper Sandler reiterated an "overweight" rating on shares of Tesla in a research note on Thursday, January 29th. Cantor Fitzgerald reiterated an "overweight" rating and issued a $510.00 price target on shares of Tesla in a research note on Thursday, January 29th. Wedbush reiterated an "outperform" rating and issued a $600.00 price target on shares of Tesla in a research note on Friday, March 27th. Finally, Benchmark reiterated a "buy" rating on shares of Tesla in a research note on Wednesday, February 11th. Nineteen research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and nine have issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of "Hold" and a consensus target price of $398.61.

Tesla Stock Performance

NASDAQ TSLA opened at $400.62 on Friday. The company has a quick ratio of 1.77, a current ratio of 2.16 and a debt-to-equity ratio of 0.08. The company has a market capitalization of $1.50 trillion, a P/E ratio of 370.94, a P/E/G ratio of 12.15 and a beta of 1.91. Tesla, Inc. has a 12-month low of $222.79 and a 12-month high of $498.83. The firm has a 50-day moving average price of $389.71 and a two-hundred day moving average price of $422.73.

Tesla (NASDAQ:TSLA - Get Free Report) last posted its quarterly earnings data 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. The firm had revenue of $24.90 billion during the quarter, compared to the consensus estimate of $24.75 billion. Tesla had a net margin of 4.00% and a return on equity of 4.86%. The business's revenue for the quarter was down 3.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.73 EPS. Analysts anticipate that Tesla, Inc. will post 2.56 earnings per share for the current year.

Insider Transactions at Tesla

In other news, CFO Vaibhav Taneja sold 2,264 shares of the business's stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $397.03, for a total value of $898,875.92. Following the completion of the transaction, the chief financial officer directly owned 18,106 shares in the company, valued at approximately $7,188,625.18. The trade was a 11.11% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Kathleen Wilson-Thompson sold 25,809 shares of the business'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 completion of the transaction, the director owned 33,860 shares of the company's stock, valued at $12,166,913.80. The trade was a 43.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 53,804 shares of company stock valued at $20,865,598 in the last three months. Insiders own 19.90% of the company's stock.

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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