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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
YIA
476
YHB Investment Advisors
Connecticut
$5.99M -$367K -10,362 -7%
CIP
477
Chartwell Investment Partners
Pennsylvania
$5.98M +$798K +22,536 +17%
BBVA
478
Banco Bilbao Vizcaya Argentaria
Spain
$5.97M -$6.35M -179,482 -54%
NEAM
479
New England Asset Management
Connecticut
$5.95M +$1.18M +33,250 +28%
ACM
480
Aquamarine Capital Management
New York
$5.93M
PMG
481
ProVise Management Group
Florida
$5.92M +$3.92M +110,666 +271%
FTC
482
Farmers Trust Company
Ohio
$5.87M -$163K -4,601 -3%
SM
483
Soapstone Management
Maryland
$5.86M -$885K -25,000 -14%
PA
484
Profund Advisors
Maryland
$5.82M -$395K -11,156 -7%
GIA
485
Granite Investment Advisors
New Hampshire
$5.79M +$2.21M +62,402 +73%
TAA
486
TB Alternative Assets
Cayman Islands
$5.73M -$9.71M -274,400 -65%
CI
487
Cigna Investments
Connecticut
$5.72M +$189K +5,345 +4%
RCC
488
Red Cedar Capital
Nebraska
$5.71M +$56.5K +1,595 +1%
SI
489
Stephens Inc
Arkansas
$5.68M -$880K -24,866 -15%
BFS
490
Bard Financial Services
Connecticut
$5.68M -$99.1K -2,800 -2%
PA
491
Pinnacle Associates
New York
$5.67M +$552K +15,600 +12%
Wealthfront Advisers
492
Wealthfront Advisers
California
$5.67M +$1.26M +35,620 +33%
PHS
493
Pekin Hardy Strauss
Illinois
$5.64M +$451K +12,744 +10%
ECM
494
Estabrook Capital Management
New York
$5.61M +$74.2K +2,095 +1%
BCM
495
Blume Capital Management
California
$5.6M +$475K +13,425 +10%
ANTB
496
AMG National Trust Bank
Colorado
$5.57M +$128K +3,626 +3%
RIA
497
RP Investment Advisors
Ontario, Canada
$5.57M -$2.46M -69,384 -33%
ZCM
498
Ziegler Capital Management
Illinois
$5.53M -$46K -1,300 -0.9%
CCA
499
Checchi Capital Advisers
California
$5.5M -$2.41M -68,029 -33%
Ninety One (UK)
500
Ninety One (UK)
United Kingdom
$5.48M

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.