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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
SM
526
Sciencast Management
New Jersey
$2.68M +$939K +38,097 +57%
Credit Agricole
527
Credit Agricole
France
$2.67M -$191K -7,770 -6%
GCAC
528
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.66M -$1.85M -75,111 -40%
RFC
529
Regions Financial Corp
Alabama
$2.66M -$576K -23,381 -17%
WIC
530
Woodmont Investment Counsel
Tennessee
$2.65M -$609K -24,725 -18%
TIM
531
Thompson Investment Management
Wisconsin
$2.64M +$200K +8,106 +8%
FTC
532
Farmers Trust Company
Ohio
$2.63M +$180K +7,288 +7%
KAS
533
Kestra Advisory Services
Texas
$2.61M +$2.73M +110,908 New
CFB
534
Cullen/Frost Bankers
Texas
$2.6M -$2.29M -92,978 -46%
TU
535
TDAM USA
Ontario, Canada
$2.57M -$539K -21,874 -17%
GG
536
Greenwood Gearhart
Arkansas
$2.57M +$174K +7,061 +7%
FNFDCM
537
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.54M +$19.5K +790 +0.7%
SFA
538
Semmax Financial Advisors
North Carolina
$2.54M +$101K +4,105 +4%
CA
539
Clearstead Advisors
Ohio
$2.53M +$8.55K +347 +0.3%
BWM
540
BerganKDV Wealth Management
Minnesota
$2.52M -$78.6K -3,191 -3%
KRSITF
541
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.52M +$383K +15,529 +17%
VWA
542
Visionary Wealth Advisors
Illinois
$2.49M +$476K +19,301 +22%
AMAL
543
Asset Management Advisors LLC
Oklahoma
$2.49M +$371K +15,070 +17%
JWCA
544
J.W. Cole Advisors
Florida
$2.48M +$2.26M +91,757 +668%
CBB
545
Citizens Business Bank
California
$2.47M +$196K +7,949 +8%
SG Americas Securities
546
SG Americas Securities
New York
$2.44M -$1.84M -74,558 -42%
HPC
547
HM Payson & Co
Maine
$2.43M -$1.26M -51,256 -33%
PMG
548
ProVise Management Group
Florida
$2.41M -$2.09M -84,766 -45%
PAM
549
Private Asset Management
California
$2.41M -$271K -11,015 -10%
WAS
550
Wesleyan Assurance Society
United Kingdom
$2.41M

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.