Arete Wealth Advisors LLC Sells 4,103 Shares of Tesla, Inc. $TSLA
- by lulegacy
- Mar 01, 2026
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Key Points
Arete Wealth Advisors LLC trimmed its Tesla stake by 16.1% in Q3, selling 4,103 shares and holding 21,393 shares worth about $9.51 million per its latest 13F filing.
Insider sales were substantial: Director Kathleen Wilson‑Thompson sold 25,731 shares (~$10.69M at $415.56) and James R. Murdoch sold 60,000 shares (~$26.72M at $445.40); insiders sold 145,188 shares (~$64.19M) last quarter and own about 19.9% of the stock.
Market and analyst picture is mixed: the consensus rating is "Hold" with an average target of $408.09, Tesla trades at a $1.51T market cap and P/E ~373, and while recent EPS beat expectations, revenue was down 3.1% year‑over‑year amid both growth catalysts (FSD/Cybercab Europe, Megapack deals, Semi expansion) and headwinds (soft China demand, regulatory and legal scrutiny). MarketBeat Week in Review – 02/23 - 02/27
Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Brighton Jones LLC increased its stake in shares of Tesla by 11.8% in the 4th quarter. Brighton Jones LLC now owns 87,929 shares of the electric vehicle producer's stock worth $35,509,000 after purchasing an additional 9,293 shares in the last quarter. Revolve Wealth Partners LLC grew its holdings in Tesla by 21.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 5,317 shares of the electric vehicle producer's stock valued at $2,147,000 after purchasing an additional 931 shares during the period. Bison Wealth LLC increased its position in Tesla by 52.2% in the fourth quarter. Bison Wealth LLC now owns 10,368 shares of the electric vehicle producer's stock worth $4,187,000 after buying an additional 3,558 shares in the last quarter. Sivia Capital Partners LLC raised its stake in shares of Tesla by 9.1% in the second quarter. Sivia Capital Partners LLC now owns 12,135 shares of the electric vehicle producer's stock worth $3,855,000 after buying an additional 1,011 shares during the period. Finally, AGP Franklin LLC lifted its position in shares of Tesla by 21.2% during the 2nd quarter. AGP Franklin LLC now owns 4,861 shares of the electric vehicle producer's stock valued at $1,544,000 after buying an additional 851 shares in the last quarter. Hedge funds and other institutional investors own 66.20% of the company's stock.
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