Global Retirement Partners LLC Invests $55.98 Million in Tesla, Inc. $TSLA

Global Retirement Partners LLC acquired a new position in Tesla, Inc. (NASDAQ:TSLA) in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 133,093 shares of the electric vehicle producer’s stock, valued at approximately $55,979,000. Tesla makes up approximately 0.9% of Global Retirement Partners LLC’s investment portfolio, making the stock its 22nd biggest holding.

A number of other large investors also recently bought and sold shares of TSLA. State Street Corp increased its stake in shares of Tesla by 0.9% during the fourth quarter. State Street Corp now owns 114,842,934 shares of the electric vehicle producer’s stock valued at $51,647,164,000 after purchasing an additional 1,080,085 shares in the last quarter. Geode Capital Management LLC boosted its position in shares of Tesla by 0.6% in the 4th quarter. Geode Capital Management LLC now owns 65,700,975 shares of the electric vehicle producer’s stock worth $29,426,070,000 after purchasing an additional 375,946 shares in the last quarter. Norges Bank bought a new stake in shares of Tesla in the 4th quarter worth approximately $17,128,100,000. Amundi grew its stake in shares of Tesla by 14.0% in the 1st quarter. Amundi now owns 22,174,884 shares of the electric vehicle producer’s stock worth $8,243,513,000 after buying an additional 2,727,141 shares during the last quarter. Finally, Corient Private Wealth LLC grew its stake in shares of Tesla by 3,205.5% in the 4th quarter. Corient Private Wealth LLC now owns 21,459,599 shares of the electric vehicle producer’s stock worth $9,650,811,000 after buying an additional 20,810,386 shares during the last quarter. 66.20% of the stock is owned by hedge funds and other institutional investors.

Tesla is expanding its robotaxi operation beyond Austin and Miami, with longer service hours and a larger unsupervised fleet. State regulators have also approved permits for Tesla to operate robotaxis, supporting the company’s strategy to monetize autonomous driving.

Tesla is preparing an August Cybercab rollout beginning with employee rides, while Cybercab production has reportedly started. Investors view the vehicle and robotaxi network as potential long-term revenue opportunities not yet fully reflected in the stock.

Optimus humanoid robot production has reportedly begun at Tesla’s Fremont facility, and the company is installing additional robotics manufacturing lines. The development strengthens the long-term artificial-intelligence and automation narrative, although meaningful financial benefits may take time.

Commercial truckmaker Einride expects to receive approximately 75 Tesla Semi trucks in 2026, with the remainder of its 500-truck order scheduled for 2027. The timeline provides evidence of commercial demand, though deliveries will be spread over several years.

Tesla announced a September 24 Semi event that could provide updates on autonomous trucking and production plans, making it a potential catalyst but offering no immediate earnings impact.

Tesla is voluntarily recalling about 3 million vehicles in China over door handles that may fail after severe crashes and inadequate driver-attention monitoring. The recall adds regulatory, cost and reputational risks to the company’s autonomy push.