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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
MG
426
Markel Group
Virginia
$4.59M
RJT
427
Raymond James Trust
Florida
$4.56M -$226K -9,175 -5%
HCMT
428
Highland Capital Management (Tennessee)
Tennessee
$4.44M -$172K -6,985 -4%
HIC
429
Harbor Island Capital
Massachusetts
$4.41M +$372K +15,110 +9%
KOCAA
430
Knights of Columbus Asset Advisors
Connecticut
$4.41M
PE
431
Point72 Europe
United Kingdom
$4.38M +$4.59M +186,200 New
LIA
432
LS Investment Advisors
Michigan
$4.34M +$183K +7,444 +4%
HAI
433
Hennessy Advisors Inc
California
$4.33M +$362K +14,700 +9%
SA
434
Sicart Associates
New York
$4.32M +$278K +11,293 +7%
MML Investors Services
435
MML Investors Services
Massachusetts
$4.21M -$156K -6,345 -3%
UR
436
USCA RIA
Texas
$4.2M +$1.15M +46,510 +35%
SFS
437
Sowell Financial Services
Arkansas
$4.16M -$415K -16,846 -9%
SM
438
Soapstone Management
Maryland
$4.11M +$616K +25,000 +17%
SI
439
Stephens Inc
Arkansas
$4.06M +$198K +8,035 +5%
CAPTRUST Financial Advisors
440
CAPTRUST Financial Advisors
North Carolina
$4.04M -$42.1K -1,710 -1%
ECM
441
Elgethun Capital Management
South Dakota
$3.97M +$9.07K +368 +0.2%
X
442
Xponance
Pennsylvania
$3.92M +$371K +15,069 +10%
AAS
443
Avantax Advisory Services
Texas
$3.88M +$2.66M +107,939 +190%
CCM
444
CAAS Capital Management
New York
$3.87M +$4.06M +164,599 New
ECM
445
Estabrook Capital Management
New York
$3.86M +$52.7K +2,140 +1%
QI
446
QS Investors
New York
$3.78M +$44.5K +1,806 +1%
GAM
447
Griffin Asset Management
New York
$3.77M -$1.39M -56,492 -26%
BBI
448
Baxter Bros Inc
Connecticut
$3.68M -$1.37M -55,458 -26%
TAM
449
Tocqueville Asset Management
New York
$3.67M +$242K +9,839 +7%
CA
450
Continental Advisors
Utah
$3.67M +$246K +10,000 +7%

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.