Image from MarketBeat Media, LLC. Key Points Southeast Asset Advisors boosted its Tesla stake 14.9% in Q3 to 12,094 shares (worth about $5.38 million), representing roughly 0.6% of the firm's portfolio and its 28th-largest holding. Insiders sold 119,457 Tesla shares (~$53.5 million) in the last quarter, including Director Kimbal Musk's sale of 56,820 shares (~$25.6 million); corporate insiders still own about 19.9% of the company. Tesla plans to invest more than $20 billion through 2026 in autonomy, robotaxis and related AI/robotics—a major strategic bet that could drive long-term software/service revenue but raise near-term costs and execution risk. Tesla’s Rally Setup Is Here—But Valuation Makes It Fragile Several other institutional investors also recently made changes to their positions in TSLA. Vanguard Group Inc. increased its stake in Tesla by 0.4% during the third quarter. Vanguard Group Inc. now owns 252,386,304 shares of the electric vehicle producer's stock worth $112,241,237,000 after acquiring an additional 995,623 shares during the last quarter. Geode Capital Management LLC grew its holdings in shares of Tesla by 2.0% during the 2nd quarter. Geode Capital Management LLC now owns 64,767,993 shares of the electric vehicle producer's stock worth $20,480,477,000 after purchasing an additional 1,269,304 shares during the period. Norges Bank purchased a new position in Tesla in the second quarter valued at approximately $11,839,824,000. Legal & General Group Plc lifted its position in Tesla by 5.9% during the second quarter. Legal & General Group Plc now owns 20,225,098 shares of the electric vehicle producer's stock valued at $6,424,705,000 after buying an additional 1,134,678 shares in the last quarter. Finally, Amundi increased its position in shares of Tesla by 20.4% in the second quarter. Amundi now owns 20,194,152 shares of the electric vehicle producer's stock worth $6,374,284,000 after acquiring an additional 3,422,270 shares in the last quarter. 66.20% of the stock is owned by hedge funds and other institutional investors. Get Tesla alerts: