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
GIM
501
Goelzer Investment Management
Indiana
$2.95M -$24.3K -987 -0.8%
ISL
502
Ingalls & Snyder LLC
New York
$2.95M +$22.8K +926 +0.7%
PA
503
Pinnacle Associates
New York
$2.94M -$192K -7,772 -6%
NB
504
Norinchukin Bank
Japan
$2.94M +$388K +15,747 +14%
MIFH
505
Migdal Insurance & Financial Holdings
Israel
$2.94M +$443K +17,974 +17%
WF
506
Welch & Forbes
Massachusetts
$2.92M -$4.78M -193,900 -61%
Allianz Asset Management
507
Allianz Asset Management
Germany
$2.91M -$10.3M -416,975 -77%
CSC
508
Cove Street Capital
California
$2.91M -$39.4K -1,600 -1%
FAAS
509
First Allied Advisory Services
California
$2.91M +$138K +5,608 +5%
BAM
510
Blueshift Asset Management
New Jersey
$2.9M +$72.1K +2,924 +2%
DLCIG
511
D.L. Carlson Investment Group
New Hampshire
$2.9M +$3.04M +123,295 New
DCM
512
Dupont Capital Management
Delaware
$2.89M +$521K +21,150 +21%
5L
513
55I LLC
Massachusetts
$2.87M +$3.01M +121,997 New
Cerity Partners
514
Cerity Partners
New York
$2.85M +$510K +20,687 +21%
Federated Hermes
515
Federated Hermes
Pennsylvania
$2.83M -$209K -8,487 -7%
FFA
516
Fragasso Financial Advisors
Pennsylvania
$2.82M +$274K +11,125 +10%
YIA
517
YHB Investment Advisors
Connecticut
$2.81M +$1.26M +50,983 +74%
SLI
518
Sumitomo Life Insurance
Japan
$2.81M -$223K -9,058 -7%
DWM
519
Dorchester Wealth Management
Quebec, Canada
$2.81M +$90.1K +3,657 +3%
FG
520
Fiduciary Group
Georgia
$2.79M -$550K -22,300 -16%
CCP
521
Corient Capital Partners
California
$2.78M -$353K -14,331 -11%
PHK
522
Point72 Hong Kong
Hong Kong
$2.77M +$2.29M +92,807 +370%
HFS
523
Hantz Financial Services
Michigan
$2.76M -$73K -2,962 -2%
CIA
524
Capital Investment Advisors
Georgia
$2.76M -$148K -6,013 -5%
VFA
525
Voya Financial Advisors
Connecticut
$2.71M -$214K -8,696 -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.