We are live on ! Find out more
WFC icon

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
DWT
451
Dorsey & Whitney Trust
South Dakota
$6.94M +$181K +5,099 +3%
CGH
452
Crossmark Global Holdings
Texas
$6.93M -$1.05M -29,787 -14%
X
453
Xponance
Pennsylvania
$6.91M -$71.8K -2,029 -1%
RCM
454
RNC Capital Management
California
$6.86M +$2.05M +57,785 +49%
GG
455
Gofen & Glossberg
Illinois
$6.8M +$45.9K +1,296 +0.8%
CAM
456
Chou Associates Management
Ontario, Canada
$6.62M -$1.42M -40,000 -19%
CS
457
Candriam SCA
Luxembourg
$6.6M
MA
458
Montag & Associates
Georgia
$6.56M +$5.04M +142,332 +556%
ECM
459
Elgethun Capital Management
South Dakota
$6.56M +$86.9K +2,455 +1%
TCM
460
Tufton Capital Management
Maryland
$6.52M +$3.4M +96,099 +136%
LS
461
Livforsakringsbolaget Skandia
Sweden
$6.51M +$605K +17,100 +11%
HCMT
462
Highland Capital Management (Tennessee)
Tennessee
$6.45M -$390K -11,003 -6%
RJT
463
Raymond James Trust
Florida
$6.44M +$209K +5,911 +4%
LIA
464
LS Investment Advisors
Michigan
$6.43M -$108K -3,051 -2%
TAM
465
Tocqueville Asset Management
New York
$6.39M -$121K -3,425 -2%
Cetera Investment Advisers
466
Cetera Investment Advisers
Illinois
$6.38M -$592K -16,728 -9%
CLOS
467
Compagnie Lombard Odier SCmA
Switzerland
$6.36M +$4.22M +119,309 +274%
PCM
468
Poehling Capital Management
Wisconsin
$6.33M -$57.2K -1,616 -1%
LSA
469
L & S Advisors
California
$6.28M +$5.69M +160,833 New
BAM
470
Blueshift Asset Management
New Jersey
$6.18M +$4.27M +120,566 +321%
AIA
471
Allied Investment Advisors
Montana
$6.16M +$389K +10,998 +7%
BIG
472
Boothe Investment Group
Delaware
$6.09M +$5.52M +155,982 New
GIM
473
Grassi Investment Management
California
$6.05M +$1.06M +29,850 +24%
MAM
474
Myriad Asset Management
Hong Kong
$6.05M +$5.48M +154,750 New
AMG
475
Advisors Management Group
Wisconsin
$6.03M +$5.47M +154,453 New

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.