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Wells Fargo

1,872 hedge funds and large institutions have $113B invested in Wells Fargo in 2021 Q1 according to their latest regulatory filings, with 244 funds opening new positions, 680 increasing their positions, 716 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 115

30% more capital invested

Capital invested by funds: $87B → $113B (+$26.2B)

25% more funds holding in top 10

Funds holding in top 10: 84105 (+21)

19% more call options, than puts

Call options by funds: $4.21B | Put options by funds: $3.53B

7% more funds holding

Funds holding: 1,7561,872 (+116)

0.47% more ownership

Funds ownership: 69.76%70.23% (+0.47%)

5% less repeat investments, than reductions

Existing positions increased: 680 | Existing positions reduced: 716

Holders
1,872
Holders Change
+116
Holders Change %
+6.61%
% of All Funds
32.87%
Holding in Top 10
105
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+25%
% of All Funds
1.84%
New
244
Increased
680
Reduced
716
Closed
115
Calls
$4.21B
Puts
$3.53B
Net Calls
+$674M
Net Calls Change
+$259M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
401
Sowell Financial Services
Arkansas
$9.07M +$372K +10,509 +6%
HCM
402
Hillman Capital Management
Maryland
$9.01M +$382K +10,803 +5%
CCMT
403
CMT Capital Markets Trading
Germany
$9M +$8.15M +230,305 New
WAM
404
World Asset Management
Michigan
$8.94M +$17.1K +484 +0.2%
DADC
405
D.A. Davidson & Co
Montana
$8.8M +$788K +22,262 +11%
CCM
406
Callodine Capital Management
Massachusetts
$8.79M -$2.12M -60,000 -21%
BG
407
Bahl & Gaynor
Ohio
$8.77M -$258K -7,284 -3%
PL
408
Parkwood LLC
Ohio
$8.66M +$7.84M +221,580 New
IMRF
409
Illinois Municipal Retirement Fund
Illinois
$8.63M +$337K +9,509 +4%
Daiwa Securities Group
410
Daiwa Securities Group
Japan
$8.63M -$175K -4,936 -2%
LM
411
Lincluden Management
Ontario, Canada
$8.62M +$2.26M +63,890 +41%
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$8.42M +$1.72M +48,551 +29%
CHAM
413
Clear Harbor Asset Management
Connecticut
$8.4M +$157K +4,448 +2%
WP
414
WealthSource Partners
California
$8.38M +$188K +5,318 +3%
Mariner
415
Mariner
Kansas
$8.36M +$1.1M +31,060 +17%
AWM
416
AE Wealth Management
Kansas
$8.35M -$600K -16,952 -7%
Connor, Clark & Lunn Investment Management (CC&L)
417
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.28M +$5.62M +158,748 +298%
AB
418
Amalgamated Bank
New York
$8.27M -$208K -5,868 -3%
FNF
419
Fidelity National Financial
Florida
$8.21M
SFI
420
Sonic Fund II
Hawaii
$8.15M
Mercer Global Advisors
421
Mercer Global Advisors
Colorado
$8.11M +$4.34M +122,591 +144%
LP
422
LMR Partners
United Kingdom
$8.08M +$7.32M +206,770 New
CB
423
Commerce Bank
Missouri
$8.07M -$45.9K -1,296 -0.6%
UFG
424
United Fire Group
Iowa
$8.01M
TG
425
TCW Group
California
$8M -$1.67M -47,259 -19%

WFC Hedge Fund Activity: Q1 2021 in Review

1,872 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2021, worth a combined $113B — up 30% from $87B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new WFC positions and 115 closed out — a net gain of 129 holders — while 680 added to existing stakes and 716 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.13B. The largest seller was Berkshire Hathaway, cutting an estimated $1.83B.

  • 1,872 institutional investors held Wells Fargo (WFC) as of Q1 2021, up from 1,756 in Q4 2020.
  • Funds reported $113B of Wells Fargo stock for Q1 2021, up 30% quarter-over-quarter.
  • 244 funds opened new Wells Fargo positions in Q1 2021 and 115 closed out, a net change of +129 holders.
  • The largest Wells Fargo buyer in Q1 2021 was Fidelity Investments, an estimated $1.13B added.
  • The largest Wells Fargo seller in Q1 2021 was Berkshire Hathaway, an estimated $1.83B sold.

Based on aggregated 13F filings for Q1 2021.