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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
GCM
501
Gibraltar Capital Management
Oklahoma
$5.48M +$771K +21,786 +19%
FNBOO
502
First National Bank of Omaha
Nebraska
$5.47M +$53.2K +1,504 +1%
IC
503
Inverness Counsel
New York
$5.39M +$4.88M +137,941 New
DY
504
Dowling & Yahnke
California
$5.38M +$194K +5,491 +4%
HHII
505
H&H International Investment
California
$5.31M
BMSSC
506
B. Metzler seel. Sohn & Co
Germany
$5.26M +$1.88M +53,220 +65%
FFA
507
Fragasso Financial Advisors
Pennsylvania
$5.25M +$205K +5,801 +5%
SCP
508
Stamos Capital Partners
California
$5.22M
WT
509
Whittier Trust
California
$5.19M +$330K +9,315 +8%
MFG
510
Monte Financial Group
Connecticut
$5.17M +$74.7K +2,110 +2%
CA
511
Continental Advisors
Utah
$5.16M +$354K +10,000 +8%
AIM
512
ARGA Investment Management
Connecticut
$5.12M -$965K -27,246 -17%
HI
513
Harbour Investments
Wisconsin
$5.11M +$4.63M +130,782 New
TIM
514
Thompson Investment Management
Wisconsin
$5.06M +$71.9K +2,030 +2%
PTB
515
Pioneer Trust Bank
Oregon
$5.05M -$61.7K -1,743 -1%
IRF
516
IBM Retirement Fund
New York
$5.04M -$364K -10,268 -7%
IFAM
517
Institutional & Family Asset Management
Colorado
$5.03M -$280K -7,918 -6%
BC
518
Brookfield Corp
Ontario, Canada
$5M +$1.7M +47,982 +60%
NB
519
Norinchukin Bank
Japan
$4.99M +$199K +5,619 +5%
RE
520
RBC Europe
United Kingdom
$4.97M +$53.4K +1,508 +1%
BSW
521
Buckingham Strategic Wealth
Missouri
$4.95M +$453K +12,793 +11%
B
522
BP
United Kingdom
$4.93M -$872K -24,620 -16%
CFB
523
Cullen/Frost Bankers
Texas
$4.92M +$1.42M +40,154 +47%
DIA
524
Dana Investment Advisors
Wisconsin
$4.86M +$3.89M +109,861 +752%
BBI
525
Baxter Bros Inc
Connecticut
$4.85M -$74.4K -2,101 -2%

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.