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Wells Fargo

1,757 hedge funds and large institutions have $87B invested in Wells Fargo in 2020 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 488 increasing their positions, 843 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 109

47% more funds holding in top 10

Funds holding in top 10: 5784 (+27)

31% more capital invested

Capital invested by funds: $66.4B → $87B (+$20.6B)

13% more call options, than puts

Call options by funds: $3.56B | Put options by funds: $3.15B

9% more funds holding

Funds holding: 1,6171,757 (+140)

1.1% more ownership

Funds ownership: 68.65%69.76% (+1.1%)

42% less repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 843

Holders
1,757
Holders Change
+140
Holders Change %
+8.66%
% of All Funds
31.09%
Holding in Top 10
84
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+47.37%
% of All Funds
1.49%
New
275
Increased
488
Reduced
843
Closed
109
Calls
$3.56B
Puts
$3.15B
Net Calls
+$415M
Net Calls Change
+$494M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
526
Hantz Financial Services
Michigan
$3.52M -$23.8K -919 -0.8%
GCM
527
Gibraltar Capital Management
Oklahoma
$3.52M +$3.02M +116,477 New
KRSITF
528
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.5M +$229K +8,846 +8%
RCA
529
Rowland Carmichael Advisors
Arizona
$3.46M +$1.25M +48,261 +73%
PAM
530
Panagora Asset Management
Massachusetts
$3.44M -$4.14M -160,066 -58%
TU
531
TDAM USA
Ontario, Canada
$3.44M +$123K +4,750 +4%
CBB
532
Citizens Business Bank
California
$3.44M +$225K +8,691 +8%
BSW
533
Buckingham Strategic Wealth
Missouri
$3.44M +$2.35M +90,775 +393%
GIM
534
Goelzer Investment Management
Indiana
$3.39M -$338K -13,039 -10%
GLA
535
Great Lakes Advisors
Illinois
$3.35M +$2.88M +111,068 New
Wealthfront Advisers
536
Wealthfront Advisers
California
$3.3M -$2.35M -90,605 -45%
SS
537
Sunbelt Securities
Texas
$3.3M +$618K +23,876 +28%
SLI
538
Sumitomo Life Insurance
Japan
$3.3M -$264K -10,207 -9%
VWA
539
Visionary Wealth Advisors
Illinois
$3.29M +$78.2K +3,020 +3%
SFA
540
Semmax Financial Advisors
North Carolina
$3.28M +$23K +890 +0.8%
GCAC
541
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.26M -$199K -7,687 -7%
CTA
542
Chesley Taft & Associates
Illinois
$3.19M -$873K -33,725 -24%
FNFDCM
543
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.17M -$75K -2,899 -3%
WAM
544
Winslow Asset Management
Ohio
$3.16M +$104K +4,009 +4%
WF
545
Welch & Forbes
Massachusetts
$3.15M -$508K -19,636 -16%
SC
546
Sovarnum Capital
New York
$3.14M +$2.7M +104,180 New
AWS
547
Arkfeld Wealth Strategies
Nebraska
$3.12M -$129K -4,998 -5%
HRC
548
Hoertkorn Richard Charles
$3.12M +$669K +25,830 +33%
BWM
549
BerganKDV Wealth Management
Minnesota
$3.11M -$114K -4,422 -4%
FCH
550
Freestone Capital Holdings
Washington
$3.1M +$873K +33,727 +49%

WFC Hedge Fund Activity: Q4 2020 in Review

1,757 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2020, worth a combined $87B — up 31% from $66.4B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new WFC positions and 109 closed out — a net gain of 166 holders — while 488 added to existing stakes and 843 trimmed.

The largest buyer was Sanders Capital, adding an estimated $947M. The largest seller was Berkshire Hathaway, cutting an estimated $1.94B.

  • 1,757 institutional investors held Wells Fargo (WFC) as of Q4 2020, up from 1,617 in Q3 2020.
  • Funds reported $87B of Wells Fargo stock for Q4 2020, up 31% quarter-over-quarter.
  • 275 funds opened new Wells Fargo positions in Q4 2020 and 109 closed out, a net change of +166 holders.
  • The largest Wells Fargo buyer in Q4 2020 was Sanders Capital, an estimated $947M added.
  • The largest Wells Fargo seller in Q4 2020 was Berkshire Hathaway, an estimated $1.94B sold.

Based on aggregated 13F filings for Q4 2020.