We are live on ! Find out more
WFC icon

Wells Fargo

1,617 hedge funds and large institutions have $66.4B invested in Wells Fargo in 2020 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 541 increasing their positions, 819 reducing their positions, and 223 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more funds holding in top 10

Funds holding in top 10: 4857 (+9)

0.19% less ownership

Funds ownership: 68.85%68.65% (-0.19%)

4% less call options, than puts

Call options by funds: $2.13B | Put options by funds: $2.21B

8% less funds holding

Funds holding: 1,7501,617 (-133)

8% less capital invested

Capital invested by funds: $72.2B → $66.4B (-$5.77B)

34% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 819

54% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 223

Holders
1,617
Holders Change
-133
Holders Change %
-7.6%
% of All Funds
32.62%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
1.15%
New
103
Increased
541
Reduced
819
Closed
223
Calls
$2.13B
Puts
$2.21B
Net Calls
-$78.9M
Net Calls Change
+$160M
Name Holding Trade Value Shares
Change
Change in
Stake
DILIC
376
Dai-ichi Life Insurance Company
Japan
$5.79M -$1.16M -47,000 -16%
SMDAM
377
Sumitomo Mitsui DS Asset Management
Japan
$5.79M -$1.29M -52,495 -18%
DA
378
Denali Advisors
California
$5.78M -$293K -11,900 -5%
Wellington Management Group
379
Wellington Management Group
Massachusetts
$5.73M +$3.89M +157,873 +184%
BF
380
BOK Financial
Oklahoma
$5.69M -$716K -29,067 -11%
Mariner
381
Mariner
Kansas
$5.67M -$504K -20,469 -8%
KRS
382
Kentucky Retirement Systems
Kentucky
$5.61M +$762K +30,925 +15%
AAA
383
Adams Asset Advisors
Texas
$5.61M +$1.69M +68,635 +40%
GWM
384
Geneos Wealth Management
Colorado
$5.59M -$800K -32,447 -12%
SCC
385
Steel Canyon Capital
Arizona
$5.53M +$4.18M +169,528 +259%
ONB
386
Old National Bancorp
Indiana
$5.51M +$4.93M +200,231 +585%
WM
387
WS Management
Florida
$5.46M
PAG
388
Private Advisor Group
New Jersey
$5.39M +$920K +37,323 +18%
AWM
389
AE Wealth Management
Kansas
$5.38M +$276K +11,187 +5%
Mackenzie Financial
390
Mackenzie Financial
Ontario, Canada
$5.37M -$1.68M -68,364 -23%
NMIMC
391
Northwestern Mutual Investment Management Company
Wisconsin
$5.25M
PP
392
Paloma Partners
Connecticut
$5.22M -$7M -283,948 -56%
AB
393
Amalgamated Bank
New York
$5.12M +$4.78K +194 +0.1%
CHAM
394
Clear Harbor Asset Management
Connecticut
$5.09M +$1.8M +73,225 +51%
CGH
395
Crossmark Global Holdings
Texas
$5.08M +$75.9K +3,080 +1%
ELC
396
Edgar Lomax Company
Virginia
$5.06M +$207K +8,400 +4%
CCA
397
Checchi Capital Advisers
California
$5.04M -$113K -4,605 -2%
Axa
398
Axa
France
$4.97M -$9.32M -378,253 -64%
HCM
399
Hillman Capital Management
Maryland
$4.95M +$1.68M +68,348 +48%
EGM
400
Engineers Gate Manager
New York
$4.95M +$648K +26,290 +14%

WFC Hedge Fund Activity: Q3 2020 in Review

1,617 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2020, worth a combined $66.4B — down 8% from $72.2B a quarter earlier.

Sellers outnumbered buyers: 223 funds closed out of WFC and 103 opened new positions — a net loss of 120 holders — while 819 trimmed existing stakes and 541 added.

The largest buyer was Dodge & Cox, adding an estimated $681M. The largest seller was Berkshire Hathaway, cutting an estimated $2.72B.

  • 1,617 institutional investors held Wells Fargo (WFC) as of Q3 2020, down from 1,750 in Q2 2020.
  • Funds reported $66.4B of Wells Fargo stock for Q3 2020, down 8% quarter-over-quarter.
  • 103 funds opened new Wells Fargo positions in Q3 2020 and 223 closed out, a net change of -120 holders.
  • The largest Wells Fargo buyer in Q3 2020 was Dodge & Cox, an estimated $681M added.
  • The largest Wells Fargo seller in Q3 2020 was Berkshire Hathaway, an estimated $2.72B sold.

Based on aggregated 13F filings for Q3 2020.